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New Vernon Investment Management’s Markel Group MKL Stock Holding History

New Vernon 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
-2,365
Closed -$2.19M – 44
2020
Q1 		$2.19M Buy
2,365
+506
+27% +$579K 5.72% 4
2019
Q4 		$2.13M Hold
1,859
– – 4.52% 9
2019
Q3 		$2.2M Buy
+1,859
New +$2.11M 4.6% 7

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

New Vernon Investment Management's MKL Position: Q2 2020 in Review

New Vernon Investment Management sold out of Markel Group (MKL) in Q2 2020, closing a stake of 2,365 shares — an estimated $2.19M sold.

New Vernon Investment Management first reported a position in MKL in Q3 2019 and held it in 3 quarters. The position peaked at $2.2M in Q3 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • New Vernon Investment Management reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • New Vernon Investment Management sold 2,365 Markel Group shares in Q2 2020, an estimated $2.19M.
  • New Vernon Investment Management first reported a position in Markel Group in Q3 2019 and held it in 3 quarters.
  • New Vernon Investment Management's Markel Group position peaked at $2.2M in Q3 2019.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on New Vernon Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.