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Security National Trust’s Markel Group MKL Stock Holding History

Security National Trust’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
-23
Closed -$21K – 453
2020
Q1 		$21K Hold
23
– – 0.01% 303
2019
Q4 		$26K Buy
+23
New +$26.2K 0.01% 298

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

Security National Trust's MKL Position: Q2 2020 in Review

Security National Trust sold out of Markel Group (MKL) in Q2 2020, closing a stake of 23 shares — an estimated $21K sold.

Security National Trust first reported a position in MKL in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Security National Trust reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 23 Markel Group shares in Q2 2020, an estimated $21K.
  • Security National Trust first reported a position in Markel Group in Q4 2019 and held it in 2 quarters.
  • Security National Trust's Markel Group position peaked at $26K in Q4 2019.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.