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Squar Milner Financial Services’s Markel Group MKL Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-2
Closed -$1K – 506
2020
Q1 		$1K Sell
2
-2
-50% -$2.29K ﹤0.01% 727
2019
Q4 		$4K Buy
+4
New +$4.56K ﹤0.01% 667
2019
Q3 		– Sell
-4
Closed -$4K – 519
2019
Q2 		$4K Hold
4
– – ﹤0.01% 630
2019
Q1 		$3K Buy
+4
New +$4.06K ﹤0.01% 735

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Squar Milner Financial Services's MKL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Markel Group (MKL) in Q2 2020, closing a stake of 2 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in MKL in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2 Markel Group shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Markel Group in Q1 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Markel Group position peaked at $4K in Q4 2019.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.