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Wagner Wealth Management (South Carolina)’s Markel Group MKL Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$7K Hold
6
– – ﹤0.01% 461
2018
Q2 		$7K Hold
6
– – 0.01% 436
2018
Q1 		$7K Buy
6
+2
+50% +$2.25K 0.01% 403
2017
Q4 		$19K Buy
+4
New +$4.37K 0.01% 311

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MKL Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Markel Group (MKL) position steady in Q3 2018 at 6 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Wagner Wealth Management (South Carolina) first reported a position in MKL in Q4 2017 and has held it in 4 quarters since. The position peaked at $19K in Q4 2017. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 6 shares of Markel Group worth $7K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Markel Group share count unchanged in Q3 2018.
  • Markel Group made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #461 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Markel Group in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Markel Group position peaked at $19K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.