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 $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

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return