OAM
MKL icon

Optimal Asset Management’s Markel Group MKL Stock Holding History

Optimal Asset 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
-1,400
Closed -$1.3M – 419
2020
Q1 		$1.3M Sell
1,400
-130
-8% -$149K 0.12% 254
2019
Q4 		$1.75M Buy
+1,530
New +$1.74M 0.27% 144

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Optimal Asset Management's MKL Position: Q2 2020 in Review

Optimal Asset Management sold out of Markel Group (MKL) in Q2 2020, closing a stake of 1,400 shares — an estimated $1.3M sold.

Optimal Asset Management first reported a position in MKL in Q4 2019 and held it in 2 quarters. The position peaked at $1.75M in Q4 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Optimal Asset Management reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Optimal Asset Management sold 1,400 Markel Group shares in Q2 2020, an estimated $1.3M.
  • Optimal Asset Management first reported a position in Markel Group in Q4 2019 and held it in 2 quarters.
  • Optimal Asset Management's Markel Group position peaked at $1.75M in Q4 2019.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Optimal Asset Management's 13F filing for Q2 2020, filed 4 Aug 2020.