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Reilly Financial Advisors’s Markel Group MKL Stock Holding History

Reilly Financial 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
2020
Q2 		– Sell
-3
Closed -$3K – 938
2020
Q1 		$3K Hold
3
– – ﹤0.01% 744
2019
Q4 		$3K Buy
+3
New +$3.42K ﹤0.01% 786
2019
Q1 		– Sell
-15
Closed -$16K – 987
2018
Q4 		$16K Buy
+15
New +$16.4K ﹤0.01% 551
2016
Q4 		– Sell
-15
Closed -$14K – 871
2016
Q3 		$14K Hold
15
– – ﹤0.01% 464
2016
Q2 		$14K Hold
15
– – ﹤0.01% 440
2016
Q1 		$13K Buy
+15
New +$12.9K ﹤0.01% 695
2015
Q4 		– Sell
-15
Closed -$13.1K – 1313
2015
Q3 		$12K Hold
15
– – ﹤0.01% 736
2015
Q2 		$12K Hold
15
– – ﹤0.01% 811
2015
Q1 		$12K Hold
15
– – ﹤0.01% 804
2014
Q4 		$10K Buy
+15
New +$10.2K ﹤0.01% 508

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 $3.37T AUM 44.26% 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

Reilly Financial Advisors's MKL Position: Q2 2020 in Review

Reilly Financial Advisors sold out of Markel Group (MKL) in Q2 2020, closing a stake of 3 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in MKL in Q4 2014 and held it in 10 quarters. The position peaked at $16K in Q4 2018. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Reilly Financial Advisors reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 3 Markel Group shares in Q2 2020, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Markel Group in Q4 2014 and held it in 10 quarters.
  • Reilly Financial Advisors's Markel Group position peaked at $16K in Q4 2018.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.