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Stonebridge Capital Advisors’s Markel Group MKL Stock Holding History

Stonebridge Capital Advisors’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
Q3 		– Sell
-3
Closed -$3K – 915
2019
Q2 		$3K Buy
+3
New +$3.14K ﹤0.01% 727
2018
Q1 		– Sell
-205
Closed -$234K – 184
2017
Q4 		$234K Hold
205
– – 0.05% 147
2017
Q3 		$219K Buy
+205
New +$212K 0.05% 151

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

Stonebridge Capital Advisors's MKL Position: Q3 2019 in Review

Stonebridge Capital Advisors sold out of Markel Group (MKL) in Q3 2019, closing a stake of 3 shares — an estimated $3K sold.

Stonebridge Capital Advisors first reported a position in MKL in Q3 2017 and held it in 3 quarters. The position peaked at $234K in Q4 2017. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Stonebridge Capital Advisors reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 3 Markel Group shares in Q3 2019, an estimated $3K.
  • Stonebridge Capital Advisors first reported a position in Markel Group in Q3 2017 and held it in 3 quarters.
  • Stonebridge Capital Advisors's Markel Group position peaked at $234K in Q4 2017.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.