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Mountain Road Advisors’s Markel Group MKL Stock Holding History

Mountain Road Advisors’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
Q3 		$12M Sell
11,497
-253
-2% -$257K 10.59% 3
2020
Q2 		$10.8M Buy
+11,750
New +$10.7M 10.35% 5
2020
Q1 		– Sell
-4,378
Closed -$5M – 23
2019
Q4 		$5M Buy
+4,378
New +$4.99M 8.49% 5

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
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

Mountain Road Advisors's MKL Position: Q3 2020 in Review

Mountain Road Advisors reduced its Markel Group (MKL) stake by 2.2% in Q3 2020, selling an estimated $257K and leaving 11,497 shares worth $12M. The position accounts for 10.59% of the portfolio, ranked #3.

Mountain Road Advisors first reported a position in MKL in Q4 2019 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • Mountain Road Advisors held 11,497 shares of Markel Group worth $12M as of Q3 2020.
  • Mountain Road Advisors sold 253 Markel Group shares in Q3 2020, an estimated $257K.
  • Markel Group made up 10.59% of Mountain Road Advisors's portfolio in Q3 2020, its #3 holding.
  • Mountain Road Advisors first reported a position in Markel Group in Q4 2019 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.