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San Francisco Sentry Investment Group’s Markel Group MKL Stock Holding History

San Francisco Sentry Investment 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
2020
Q2 		– Sell
-12
Closed -$11K – 790
2020
Q1 		$11K Sell
12
-2
-14% -$2.29K 0.01% 458
2019
Q4 		$16K Hold
14
– – 0.01% 510
2019
Q3 		$17K Hold
14
– – 0.01% 502
2019
Q2 		$15K Hold
14
– – 0.01% 505
2019
Q1 		$14K Hold
14
– – 0.01% 530
2018
Q4 		$15K Sell
14
-1
-7% -$1.09K 0.01% 518
2018
Q3 		$18K Hold
15
– – 0.01% 521
2018
Q2 		$16K Buy
+15
New +$16.9K 0.01% 525

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 $3.38T AUM 44.17% 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

San Francisco Sentry Investment Group's MKL Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of Markel Group (MKL) in Q2 2020, closing a stake of 12 shares — an estimated $11K sold.

San Francisco Sentry Investment Group first reported a position in MKL in Q2 2018 and held it in 8 quarters. The position peaked at $18K in Q3 2018. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 12 Markel Group shares in Q2 2020, an estimated $11K.
  • San Francisco Sentry Investment Group first reported a position in Markel Group in Q2 2018 and held it in 8 quarters.
  • San Francisco Sentry Investment Group's Markel Group position peaked at $18K in Q3 2018.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.