Miller Investment Management’s Markel Group MKL Stock Holding History

Miller Investment Management’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-413	Closed	-$383K	–	71
2020 Q1	$383K	Hold	413	–	–	0.12%	53
2019 Q4	$472K	Hold	413	–	–	0.1%	57
2019 Q3	$488K	Hold	413	–	–	0.11%	57
2019 Q2	$450K	Hold	413	–	–	0.1%	57
2019 Q1	$411K	Hold	413	–	–	0.11%	58
2018 Q4	$429K	Hold	413	–	–	0.13%	53
2018 Q3	$491K	Hold	413	–	–	0.15%	56
2018 Q2	$448K	Hold	413	–	–	0.13%	57
2018 Q1	$483K	Hold	413	–	–	0.16%	54
2017 Q4	$470K	Hold	413	–	–	0.14%	53
2017 Q3	$441K	Hold	413	–	–	0.14%	54
2017 Q2	$403K	Hold	413	–	–	0.14%	54
2017 Q1	$403K	Hold	413	–	–	0.15%	54
2016 Q4	$374K	Hold	413	–	–	0.12%	55
2016 Q3	$384K	Hold	413	–	–	0.14%	55
2016 Q2	$393K	Hold	413	–	–	0.15%	52
2016 Q1	$368K	Hold	413	–	–	0.16%	49
2015 Q4	$365K	Sell	413 -462	-53%	-$402K	0.14%	50
2015 Q3	$702K	Hold	875	–	–	0.28%	40
2015 Q2	$701K	Hold	875	–	–	0.26%	41
2015 Q1	$673K	Buy	+875	New	+$633K	0.24%	43

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Miller Investment Management's MKL Position: Q2 2020 in Review

Miller Investment Management sold out of Markel Group (MKL) in Q2 2020, closing a stake of 413 shares — an estimated $383K sold.

Miller Investment Management first reported a position in MKL in Q1 2015 and held it in 21 quarters. The position peaked at $702K in Q3 2015. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

Miller Investment Management reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
Miller Investment Management sold 413 Markel Group shares in Q2 2020, an estimated $383K.
Miller Investment Management first reported a position in Markel Group in Q1 2015 and held it in 21 quarters.
Miller Investment Management's Markel Group position peaked at $702K in Q3 2015.
518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Miller Investment Management's 13F filing for Q2 2020, filed 7 Aug 2020.