Rikoon Group’s Markel Group MKL Stock Holding History

Rikoon Group’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	$689K	Buy	605 +34	+6%	+$36.7K	0.18%	123
2020 Q4	$590K	Buy	+571	New	+$569K	0.16%	126
2018 Q4	–	Sell	-210	Closed	-$249K	–	202
2018 Q3	$249K	Hold	210	–	–	0.09%	182
2018 Q2	$228K	Hold	210	–	–	0.09%	190
2018 Q1	$243K	Hold	210	–	–	0.1%	176
2017 Q4	$239K	Hold	210	–	–	0.1%	159
2017 Q3	$224K	Hold	210	–	–	0.1%	157
2017 Q2	$204K	Hold	210	–	–	0.09%	162
2017 Q1	$204K	Buy	+210	New	+$198K	0.09%	165

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rikoon Group's MKL Position: Q1 2021 in Review

Rikoon Group increased its Markel Group (MKL) stake by 6% in Q1 2021, buying an estimated $36.7K and bringing the position to 605 shares worth $689K. The position accounts for 0.18% of the portfolio, ranked #123.

Rikoon Group first reported a position in MKL in Q1 2017 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

Rikoon Group held 605 shares of Markel Group worth $689K as of Q1 2021.
Rikoon Group bought 34 Markel Group shares in Q1 2021, an estimated $36.7K.
Markel Group made up 0.18% of Rikoon Group's portfolio in Q1 2021, its #123 holding.
Rikoon Group first reported a position in Markel Group in Q1 2017 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.