WKWM
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Walter & Keenan Wealth Management’s Markel Group MKL Stock Holding History

Walter & Keenan Wealth Management’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
Q2 		– Sell
-603
Closed -$534K – 171
2020
Q1 		$534K Buy
+603
New +$690K 0.21% 58

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
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
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Walter & Keenan Wealth Management's MKL Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Markel Group (MKL) in Q2 2020, closing a stake of 603 shares — an estimated $534K sold.

Walter & Keenan Wealth Management first reported a position in MKL in Q1 2020 and held it in 1 quarter. The position peaked at $534K in Q1 2020. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 603 Markel Group shares in Q2 2020, an estimated $534K.
  • Walter & Keenan Wealth Management first reported a position in Markel Group in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Markel Group position peaked at $534K in Q1 2020.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.