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Spectrum Asset Management (California)’s Markel Group MKL Stock Holding History

Spectrum Asset Management (California)’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
Q2 		– Sell
-1,249
Closed -$1.24M – 89
2019
Q1 		$1.24M Hold
1,249
– – 0.84% 40
2018
Q4 		$1.3M Sell
1,249
-1
-0.1% -$1.09K 1.03% 33
2018
Q3 		$1.49M Buy
+1,250
New +$1.47M 0.89% 36

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Spectrum Asset Management (California)'s MKL Position: Q2 2019 in Review

Spectrum Asset Management (California) sold out of Markel Group (MKL) in Q2 2019, closing a stake of 1,249 shares — an estimated $1.24M sold.

Spectrum Asset Management (California) first reported a position in MKL in Q3 2018 and held it in 3 quarters. The position peaked at $1.49M in Q3 2018. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Spectrum Asset Management (California) reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 1,249 Markel Group shares in Q2 2019, an estimated $1.24M.
  • Spectrum Asset Management (California) first reported a position in Markel Group in Q3 2018 and held it in 3 quarters.
  • Spectrum Asset Management (California)'s Markel Group position peaked at $1.49M in Q3 2018.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2019, filed 16 Jul 2019.