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Tarbox Family Office’s Markel Group MKL Stock Holding History

Tarbox Family Office’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
Q1 		– Sell
-2
Closed -$2K – 1237
2019
Q4 		$2K Hold
2
– – ﹤0.01% 814
2019
Q3 		$2K Hold
2
– – ﹤0.01% 757
2019
Q2 		$2K Buy
+2
New +$2.1K ﹤0.01% 755

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tarbox Family Office's MKL Position: Q1 2020 in Review

Tarbox Family Office sold out of Markel Group (MKL) in Q1 2020, closing a stake of 2 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in MKL in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 525 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

  • Tarbox Family Office reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 2 Markel Group shares in Q1 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Markel Group in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Markel Group position peaked at $2K in Q4 2019.
  • 525 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.