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TRUE Private Wealth Advisors’s Markel Group MKL Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-1
Closed -$1K – 518
2020
Q4 		$1K Hold
1
– – ﹤0.01% 709
2020
Q3 		$0 Hold
1
– – ﹤0.01% 724
2020
Q2 		$0 Hold
1
– – ﹤0.01% 721
2020
Q1 		$0 Sell
1
-1
-50% -$1.14K ﹤0.01% 766
2019
Q4 		$2K Buy
+2
New +$2.28K ﹤0.01% 745
2019
Q3 		– Sell
-2
Closed -$2K – 532
2019
Q2 		$2K Buy
+2
New +$2.1K ﹤0.01% 722
2018
Q4 		– Sell
-19
Closed -$22.6K – 660
2018
Q3 		$22.6K Buy
+19
New +$22.4K ﹤0.01% 583

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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

TRUE Private Wealth Advisors's MKL Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Markel Group (MKL) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in MKL in Q3 2018 and held it in 7 quarters. The position peaked at $22.6K in Q3 2018. 574 funds tracked by Wall St. Rank hold MKL as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Markel Group position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1 Markel Group share in Q1 2021, an estimated $1K.
  • TRUE Private Wealth Advisors first reported a position in Markel Group in Q3 2018 and held it in 7 quarters.
  • TRUE Private Wealth Advisors's Markel Group position peaked at $22.6K in Q3 2018.
  • 574 funds tracked by Wall St. Rank held Markel Group as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.