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Selective Wealth Management’s Markel Group MKL Stock Holding History

Selective Wealth Management’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
-25
Closed -$24K – 375
2020
Q3 		$24K Hold
25
– – 0.02% 140
2020
Q2 		$23K Hold
25
– – 0.02% 163
2020
Q1 		$23K Hold
25
– – 0.04% 96
2019
Q4 		$29K Hold
25
– – 0.04% 95
2019
Q3 		$30K Sell
25
-1,254
-98% -$1.42M 0.04% 97
2019
Q2 		$1.39M Buy
+1,279
New +$1.34M 2.26% 8
2018
Q3 		$30K Buy
+25
New +$29.4K 0.36% 46

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
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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Selective Wealth Management's MKL Position: Q4 2020 in Review

Selective Wealth Management sold out of Markel Group (MKL) in Q4 2020, closing a stake of 25 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in MKL in Q3 2018 and held it in 7 quarters. The position peaked at $1.39M in Q2 2019. 569 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

  • Selective Wealth Management reported no remaining Markel Group position as of Q4 2020 after selling out during the quarter.
  • Selective Wealth Management sold 25 Markel Group shares in Q4 2020, an estimated $24K.
  • Selective Wealth Management first reported a position in Markel Group in Q3 2018 and held it in 7 quarters.
  • Selective Wealth Management's Markel Group position peaked at $1.39M in Q2 2019.
  • 569 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Selective Wealth Management's 13F filing for Q4 2020, filed 22 Jan 2021.