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Providence Capital Advisors’s Markel Group MKL Stock Holding History

Providence Capital 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
2021
Q1 		– Sell
-2
Closed -$2K – 313
2020
Q4 		$2K Buy
+2
New +$1.99K ﹤0.01% 299

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Baillie Gifford & Co
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ACM
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State Street
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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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Providence Capital Advisors's MKL Position: Q1 2021 in Review

Providence Capital Advisors sold out of Markel Group (MKL) in Q1 2021, closing a stake of 2 shares — an estimated $2K sold.

Providence Capital Advisors first reported a position in MKL in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 574 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

  • Providence Capital Advisors reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
  • Providence Capital Advisors sold 2 Markel Group shares in Q1 2021, an estimated $2K.
  • Providence Capital Advisors first reported a position in Markel Group in Q4 2020 and held it in 1 quarter.
  • Providence Capital Advisors's Markel Group position peaked at $2K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Providence Capital Advisors's 13F filing for Q1 2021, filed 13 May 2021.