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WealthBridge Capital Management’s Markel Group MKL Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-7
Closed -$7K – 567
2019
Q1 		$7K Hold
7
– – ﹤0.01% 633
2018
Q4 		$7K Buy
+7
New +$7.66K 0.01% 584

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Baillie Gifford & Co
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
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State Street
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
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

WealthBridge Capital Management's MKL Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Markel Group (MKL) in Q2 2019, closing a stake of 7 shares — an estimated $7K sold.

WealthBridge Capital Management first reported a position in MKL in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 7 Markel Group shares in Q2 2019, an estimated $7K.
  • WealthBridge Capital Management first reported a position in Markel Group in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Markel Group position peaked at $7K in Q1 2019.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.