Wealthcare Advisory Partners’s Markel Group MKL Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2	Closed	-$2K	–	1327
2021 Q1	$2K	Buy	+2	New	+$2.16K	﹤0.01%	1886
2020 Q2	–	Sell	-20	Closed	-$19K	–	955
2020 Q1	$19K	Sell	20 -9	-31%	-$10.3K	﹤0.01%	748
2019 Q4	$33K	Hold	29	–	–	﹤0.01%	638
2019 Q3	$34K	Buy	29 +10	+53%	+$11.4K	﹤0.01%	621
2019 Q2	$21K	Hold	19	–	–	﹤0.01%	714
2019 Q1	$19K	Hold	19	–	–	﹤0.01%	671
2018 Q4	$20K	Hold	19	–	–	﹤0.01%	623
2018 Q3	$23K	Sell	19 -6	-24%	-$7.06K	﹤0.01%	635
2018 Q2	$27K	Buy	25 +10	+67%	+$11.3K	0.01%	593
2018 Q1	$18K	Sell	15 -4	-21%	-$4.5K	﹤0.01%	605
2017 Q4	$22K	Buy	+19	New	+$20.8K	0.01%	521

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Wealthcare Advisory Partners's MKL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Markel Group (MKL) in Q2 2021, closing a stake of 2 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in MKL in Q4 2017 and held it in 11 quarters. The position peaked at $34K in Q3 2019. 588 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2 Markel Group shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Markel Group in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Markel Group position peaked at $34K in Q3 2019.
588 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.