Vicus Capital’s Markel Group MKL Stock Holding History

Vicus Capital’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 Q3	–	Sell	-269	Closed	-$248K	–	220
2020 Q2	$248K	Sell	269 -31	-10%	-$28.2K	0.04%	176
2020 Q1	$278K	Hold	300	–	–	0.05%	157
2019 Q4	$343K	Hold	300	–	–	0.05%	154
2019 Q3	$355K	Hold	300	–	–	0.05%	178
2019 Q2	$327K	Hold	300	–	–	0.05%	180
2019 Q1	$299K	Hold	300	–	–	0.05%	184
2018 Q4	$311K	Hold	300	–	–	0.06%	171
2018 Q3	$357K	Hold	300	–	–	0.06%	170
2018 Q2	$325K	Hold	300	–	–	0.05%	184
2018 Q1	$351K	Hold	300	–	–	0.06%	183
2017 Q4	$342K	Hold	300	–	–	0.06%	179
2017 Q3	$320K	Hold	300	–	–	0.06%	183
2017 Q2	$293K	Hold	300	–	–	0.06%	189
2017 Q1	$293K	Hold	300	–	–	0.06%	185
2016 Q4	$271K	Hold	300	–	–	0.06%	195
2016 Q3	$279K	Hold	300	–	–	0.06%	181
2016 Q2	$286K	Hold	300	–	–	0.07%	156
2016 Q1	$267K	Hold	300	–	–	0.06%	154
2015 Q4	$265K	Hold	300	–	–	0.07%	165
2015 Q3	$241K	Buy	+300	New	+$254K	0.06%	148

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Vicus Capital's MKL Position: Q3 2020 in Review

Vicus Capital sold out of Markel Group (MKL) in Q3 2020, closing a stake of 269 shares — an estimated $248K sold.

Vicus Capital first reported a position in MKL in Q3 2015 and held it in 20 quarters. The position peaked at $357K in Q3 2018. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

Vicus Capital reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
Vicus Capital sold 269 Markel Group shares in Q3 2020, an estimated $248K.
Vicus Capital first reported a position in Markel Group in Q3 2015 and held it in 20 quarters.
Vicus Capital's Markel Group position peaked at $357K in Q3 2018.
532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Vicus Capital's 13F filing for Q3 2020, filed 12 Nov 2020.