Washington Trust Bank’s Markel Group MKL Stock Holding History

Washington Trust Bank’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
2019 Q1	–	Sell	-4	Closed	-$4K	–	614
2018 Q4	$4K	Hold	4	–	–	﹤0.01%	546
2018 Q3	$5K	Hold	4	–	–	﹤0.01%	583
2018 Q2	$4K	Sell	4 -6	-60%	-$6.78K	﹤0.01%	583
2018 Q1	$12K	Buy	+10	New	+$11.3K	﹤0.01%	563
2017 Q1	–	Sell	-1	Closed	-$1K	–	861
2016 Q4	$1K	Sell	1 -3	-75%	-$2.67K	﹤0.01%	838
2016 Q3	$4K	Buy	+4	New	+$3.73K	﹤0.01%	629
2014 Q4	–	Sell	-100	Closed	-$64K	–	862
2014 Q3	$64K	Hold	100	–	–	0.02%	421
2014 Q2	$66K	Hold	100	–	–	0.01%	437
2014 Q1	$60K	Buy	+100	New	+$57K	0.01%	447

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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 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

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

Washington Trust Bank's MKL Position: Q1 2019 in Review

Washington Trust Bank sold out of Markel Group (MKL) in Q1 2019, closing a stake of 4 shares — an estimated $4K sold.

Washington Trust Bank first reported a position in MKL in Q1 2014 and held it in 9 quarters. The position peaked at $66K in Q2 2014. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

Washington Trust Bank reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
Washington Trust Bank sold 4 Markel Group shares in Q1 2019, an estimated $4K.
Washington Trust Bank first reported a position in Markel Group in Q1 2014 and held it in 9 quarters.
Washington Trust Bank's Markel Group position peaked at $66K in Q2 2014.
523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Washington Trust Bank's 13F filing for Q1 2019, filed 9 Apr 2019.