SevenBridge Financial Group’s Markel Group MKL Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-11	Closed	-$12K	–	407
2019 Q2	$12K	Hold	11	–	–	﹤0.01%	438
2019 Q1	$11K	Hold	11	–	–	﹤0.01%	402
2018 Q4	$11K	Hold	11	–	–	0.01%	361
2018 Q3	$13K	Hold	11	–	–	0.01%	384
2018 Q2	$12K	Hold	11	–	–	0.01%	399
2018 Q1	$13K	Hold	11	–	–	0.01%	397
2017 Q4	$13K	Hold	11	–	–	0.01%	417
2017 Q3	$12K	Hold	11	–	–	0.01%	425
2017 Q2	$11K	Hold	11	–	–	0.01%	442
2017 Q1	$11K	Hold	11	–	–	0.01%	423
2016 Q4	$10K	Hold	11	–	–	0.01%	441
2016 Q3	$10K	Hold	11	–	–	0.01%	436
2016 Q2	$10K	Buy	+11	New	+$10.2K	0.01%	515

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

SevenBridge Financial Group's MKL Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Markel Group (MKL) in Q3 2019, closing a stake of 11 shares — an estimated $12K sold.

SevenBridge Financial Group first reported a position in MKL in Q2 2016 and held it in 13 quarters. The position peaked at $13K in Q3 2018. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

SevenBridge Financial Group reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 11 Markel Group shares in Q3 2019, an estimated $12K.
SevenBridge Financial Group first reported a position in Markel Group in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Markel Group position peaked at $13K in Q3 2018.
509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.