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Orrstown Financial Services’s Markel Group MKL Stock Holding History

Orrstown Financial Services’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
2018
Q3 		– Sell
-2
Closed -$2K – 280
2018
Q2 		$2K Hold
2
– – ﹤0.01% 281
2018
Q1 		$2K Hold
2
– – ﹤0.01% 311
2017
Q4 		$2K Hold
2
– – ﹤0.01% 310
2017
Q3 		$2K Buy
+2
New +$2.07K ﹤0.01% 300

Other funds holding MKL

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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Orrstown Financial Services's MKL Position: Q3 2018 in Review

Orrstown Financial Services sold out of Markel Group (MKL) in Q3 2018, closing a stake of 2 shares — an estimated $2K sold.

Orrstown Financial Services first reported a position in MKL in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Orrstown Financial Services reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
  • Orrstown Financial Services sold 2 Markel Group shares in Q3 2018, an estimated $2K.
  • Orrstown Financial Services first reported a position in Markel Group in Q3 2017 and held it in 4 quarters.
  • Orrstown Financial Services's Markel Group position peaked at $2K in Q2 2018.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Orrstown Financial Services's 13F filing for Q3 2018, filed 23 Oct 2018.