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Sigma Planning Corp’s Markel Group MKL Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-726
Closed -$670K – 1125
2020
Q2 		$670K Buy
+726
New +$660K 0.03% 497
2020
Q1 		– Sell
-511
Closed -$584K – 1039
2019
Q4 		$584K Sell
511
-56
-10% -$63.8K 0.02% 551
2019
Q3 		$670K Sell
567
-7
-1% -$7.95K 0.03% 481
2019
Q2 		$625K Buy
574
+52
+10% +$54.5K 0.03% 480
2019
Q1 		$520K Buy
+522
New +$530K 0.03% 503
2017
Q3 		– Sell
-491
Closed -$479K – 864
2017
Q2 		$479K Sell
491
-10
-2% -$9.71K 0.05% 421
2017
Q1 		$489K Sell
501
-46
-8% -$43.5K 0.05% 399
2016
Q4 		$495K Buy
+547
New +$488K 0.05% 353
2016
Q2 		– Sell
-630
Closed -$562K – 739
2016
Q1 		$562K Buy
630
+41
+7% +$35.2K 0.08% 286
2015
Q4 		$520K Buy
589
+25
+4% +$21.8K 0.07% 303
2015
Q3 		$452K Buy
+564
New +$477K 0.07% 323

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 $3.37T 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

Sigma Planning Corp's MKL Position: Q3 2020 in Review

Sigma Planning Corp sold out of Markel Group (MKL) in Q3 2020, closing a stake of 726 shares — an estimated $670K sold.

Sigma Planning Corp first reported a position in MKL in Q3 2015 and held it in 11 quarters. The position peaked at $670K in Q2 2020. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • Sigma Planning Corp reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 726 Markel Group shares in Q3 2020, an estimated $670K.
  • Sigma Planning Corp first reported a position in Markel Group in Q3 2015 and held it in 11 quarters.
  • Sigma Planning Corp's Markel Group position peaked at $670K in Q2 2020.
  • 532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.