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Sonora Investment Management’s Markel Group MKL Stock Holding History

Sonora Investment 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
Q3 		– Sell
-1
Closed -$1K – 1843
2020
Q2 		$1K Buy
+1
New +$909 ﹤0.01% 1676
2018
Q2 		– Sell
-15
Closed -$17.6K – 1199
2018
Q1 		$17.6K Hold
15
– – ﹤0.01% 620
2017
Q4 		$17.1K Hold
15
– – ﹤0.01% 641
2017
Q3 		$16K Hold
15
– – ﹤0.01% 587
2017
Q2 		$14.6K Hold
15
– – ﹤0.01% 610
2017
Q1 		$14.6K Buy
+15
New +$14.2K ﹤0.01% 587

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

Sonora Investment Management's MKL Position: Q3 2020 in Review

Sonora Investment Management sold out of Markel Group (MKL) in Q3 2020, closing a stake of 1 share — an estimated $1K sold.

Sonora Investment Management first reported a position in MKL in Q1 2017 and held it in 6 quarters. The position peaked at $17.6K in Q1 2018. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • Sonora Investment Management reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 1 Markel Group share in Q3 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in Markel Group in Q1 2017 and held it in 6 quarters.
  • Sonora Investment Management's Markel Group position peaked at $17.6K in Q1 2018.
  • 532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.