New Capital Management’s Markel Group MKL Stock Holding History

New Capital 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
2021 Q1	–	Sell	-17	Closed	-$18K	–	135
2020 Q4	$18K	Buy	+17	New	+$16.9K	0.01%	99

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

New Capital Management's MKL Position: Q1 2021 in Review

New Capital Management sold out of Markel Group (MKL) in Q1 2021, closing a stake of 17 shares — an estimated $18K sold.

New Capital Management first reported a position in MKL in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 574 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

New Capital Management reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
New Capital Management sold 17 Markel Group shares in Q1 2021, an estimated $18K.
New Capital Management first reported a position in Markel Group in Q4 2020 and held it in 1 quarter.
New Capital Management's Markel Group position peaked at $18K in Q4 2020.
574 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.