SMH
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Sanders Morris Harris’s Markel Group MKL Stock Holding History

Sanders Morris Harris’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
-350
Closed -$390K – 161
2020
Q1 		$390K Buy
350
+50
+17% +$57.2K 0.38% 64
2019
Q4 		$347K Hold
300
– – 0.08% 203
2019
Q3 		$345K Hold
300
– – 0.08% 187
2019
Q2 		$333K Buy
+300
New +$314K 0.09% 196

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

Sanders Morris Harris's MKL Position: Q2 2020 in Review

Sanders Morris Harris sold out of Markel Group (MKL) in Q2 2020, closing a stake of 350 shares — an estimated $390K sold.

Sanders Morris Harris first reported a position in MKL in Q2 2019 and held it in 4 quarters. The position peaked at $390K in Q1 2020. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Sanders Morris Harris reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 350 Markel Group shares in Q2 2020, an estimated $390K.
  • Sanders Morris Harris first reported a position in Markel Group in Q2 2019 and held it in 4 quarters.
  • Sanders Morris Harris's Markel Group position peaked at $390K in Q1 2020.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.