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TrueWealth LLC’s Markel Group MKL Stock Holding History

TrueWealth LLC’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
-19
Closed -$22K – 765
2019
Q4 		$22K Hold
19
– – 0.01% 366
2019
Q3 		$22K Hold
19
– – 0.01% 353
2019
Q2 		$21K Sell
19
-15
-44% -$15.7K 0.01% 362
2019
Q1 		$34K Hold
34
– – 0.02% 309
2018
Q4 		$35K Hold
34
– – 0.02% 291
2018
Q3 		$40K Hold
34
– – 0.02% 299
2018
Q2 		$37K Hold
34
– – 0.02% 302
2018
Q1 		$40K Hold
34
– – 0.02% 282
2017
Q4 		$39K Buy
+34
New +$37.2K 0.02% 310

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

TrueWealth LLC's MKL Position: Q1 2020 in Review

TrueWealth LLC sold out of Markel Group (MKL) in Q1 2020, closing a stake of 19 shares — an estimated $22K sold.

TrueWealth LLC first reported a position in MKL in Q4 2017 and held it in 9 quarters. The position peaked at $40K in Q3 2018. 526 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

  • TrueWealth LLC reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 19 Markel Group shares in Q1 2020, an estimated $22K.
  • TrueWealth LLC first reported a position in Markel Group in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Markel Group position peaked at $40K in Q3 2018.
  • 526 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.