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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 $5.7T 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 $6.12B 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 $19.6B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return