Rowland Carmichael Advisors’s Markel Group MKL Stock Holding History

Rowland Carmichael 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 Q4	$267K	Hold	258	–	–	0.08%	245
2020 Q3	$251K	Hold	258	–	–	0.1%	234
2020 Q2	$238K	Hold	258	–	–	0.1%	231
2020 Q1	$239K	Hold	258	–	–	0.12%	207
2019 Q4	$295K	Hold	258	–	–	0.1%	229
2019 Q3	$305K	Hold	258	–	–	0.1%	213
2019 Q2	$281K	Hold	258	–	–	0.1%	216
2019 Q1	$257K	Sell	258 -75	-23%	-$76.2K	0.09%	210
2018 Q4	$346K	Hold	333	–	–	0.15%	159
2018 Q3	$396K	Hold	333	–	–	0.15%	158
2018 Q2	$361K	Sell	333 -25	-7%	-$28.2K	0.15%	175
2018 Q1	$419K	Hold	358	–	–	0.23%	133
2017 Q4	$408K	Buy	358 +58	+19%	+$63.4K	0.21%	141
2017 Q3	$320K	Hold	300	–	–	0.18%	163
2017 Q2	$293K	Hold	300	–	–	0.17%	166
2017 Q1	$293K	Hold	300	–	–	0.18%	159
2016 Q4	$271K	Buy	+300	New	+$267K	0.16%	175

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Rowland Carmichael Advisors's MKL Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Markel Group (MKL) position steady in Q4 2020 at 258 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #245.

Rowland Carmichael Advisors first reported a position in MKL in Q4 2016 and has held it in 17 quarters since. The position peaked at $419K in Q1 2018. 568 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

Rowland Carmichael Advisors held 258 shares of Markel Group worth $267K as of Q4 2020.
Rowland Carmichael Advisors left its Markel Group share count unchanged in Q4 2020.
Markel Group made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #245 holding.
Rowland Carmichael Advisors first reported a position in Markel Group in Q4 2016 and has held it in 17 quarters since.
Rowland Carmichael Advisors's Markel Group position peaked at $419K in Q1 2018.
568 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.