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Spectrum Financial Alliance’s Markel Group MKL Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-25
Closed -$25K – 65
2018
Q4 		$25K Hold
25
– – 0.02% 37
2018
Q3 		$29K Hold
25
– – 0.02% 35
2018
Q2 		$27K Hold
25
– – 0.02% 38
2018
Q1 		$29K Buy
+25
New +$28.1K 0.02% 34

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 Financial Alliance's MKL Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Markel Group (MKL) in Q1 2019, closing a stake of 25 shares — an estimated $25K sold.

Spectrum Financial Alliance first reported a position in MKL in Q1 2018 and held it in 4 quarters. The position peaked at $29K in Q3 2018. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 25 Markel Group shares in Q1 2019, an estimated $25K.
  • Spectrum Financial Alliance first reported a position in Markel Group in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Markel Group position peaked at $29K in Q3 2018.
  • 523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.