Schaper Benz & Wise Investment Counsel’s Markel Group MKL Stock Holding History

Schaper Benz & Wise Investment Counsel’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	–	Sell	-280	Closed	-$273K	–	126
2020 Q3	$273K	Hold	280	–	–	0.03%	102
2020 Q2	$258K	Hold	280	–	–	0.03%	104
2020 Q1	$260K	Hold	280	–	–	0.04%	102
2019 Q4	$320K	Hold	280	–	–	0.04%	97
2019 Q3	$331K	Buy	280 +20	+8%	+$22.7K	0.04%	96
2019 Q2	$283K	Hold	260	–	–	0.04%	97
2019 Q1	$259K	Hold	260	–	–	0.03%	102
2018 Q4	$270K	Buy	+260	New	+$284K	0.04%	96

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

Schaper Benz & Wise Investment Counsel's MKL Position: Q4 2020 in Review

Schaper Benz & Wise Investment Counsel sold out of Markel Group (MKL) in Q4 2020, closing a stake of 280 shares — an estimated $273K sold.

Schaper Benz & Wise Investment Counsel first reported a position in MKL in Q4 2018 and held it in 8 quarters. The position peaked at $331K in Q3 2019. 569 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

Schaper Benz & Wise Investment Counsel reported no remaining Markel Group position as of Q4 2020 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 280 Markel Group shares in Q4 2020, an estimated $273K.
Schaper Benz & Wise Investment Counsel first reported a position in Markel Group in Q4 2018 and held it in 8 quarters.
Schaper Benz & Wise Investment Counsel's Markel Group position peaked at $331K in Q3 2019.
569 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q4 2020, filed 11 Feb 2021.