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Swift Run Capital Management’s Markel Group MKL Stock Holding History

Swift Run Capital 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
Q4 		$344K Hold
333
– – 0.66% 32
2020
Q3 		$324K Hold
333
– – 0.64% 35
2020
Q2 		$307K Hold
333
– – 0.51% 42
2020
Q1 		$309K Buy
+333
New +$381K 0.44% 43

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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
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
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
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

Swift Run Capital Management's MKL Position: Q4 2020 in Review

Swift Run Capital Management held its Markel Group (MKL) position steady in Q4 2020 at 333 shares worth $344K. The position accounts for 0.66% of the portfolio, ranked #32.

Swift Run Capital Management first reported a position in MKL in Q1 2020 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold MKL as of Q4 2020.

  • Swift Run Capital Management held 333 shares of Markel Group worth $344K as of Q4 2020.
  • Swift Run Capital Management left its Markel Group share count unchanged in Q4 2020.
  • Markel Group made up 0.66% of Swift Run Capital Management's portfolio in Q4 2020, its #32 holding.
  • Swift Run Capital Management first reported a position in Markel Group in Q1 2020 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held Markel Group as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.