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Wealthspire Advisors (Maryland)’s Markel Group MKL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-347
Closed -$378K – 480
2019
Q2 		$378K Buy
347
+158
+84% +$166K 0.03% 304
2019
Q1 		$188K Sell
189
-26
-12% -$26.4K 0.01% 452
2018
Q4 		$223K Sell
215
-15
-7% -$16.4K 0.02% 381
2018
Q3 		$273K Sell
230
-19
-8% -$22.4K 0.02% 387
2018
Q2 		$270K Buy
249
+10
+4% +$11.3K 0.02% 388
2018
Q1 		$280K Sell
239
-120
-33% -$135K 0.03% 376
2017
Q4 		$409K Sell
359
-19
-5% -$20.8K 0.04% 298
2017
Q3 		$404K Sell
378
-5
-1% -$5.17K 0.04% 281
2017
Q2 		$374K Hold
383
– – 0.04% 288
2017
Q1 		$374K Sell
383
-5
-1% -$4.73K 0.05% 243
2016
Q4 		$351K Sell
388
-41
-10% -$36.6K 0.05% 242
2016
Q3 		$398K Sell
429
-14
-3% -$13.1K 0.06% 212
2016
Q2 		$422K Sell
443
-529
-54% -$493K 0.07% 190
2016
Q1 		$867K Buy
972
+16
+2% +$13.8K 0.15% 99
2015
Q4 		$844K Buy
+956
New +$832K 0.16% 101

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
Wellington Management Group
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
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

Wealthspire Advisors (Maryland)'s MKL Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Markel Group (MKL) in Q3 2019, closing a stake of 347 shares — an estimated $378K sold.

Wealthspire Advisors (Maryland) first reported a position in MKL in Q4 2015 and held it in 15 quarters. The position peaked at $867K in Q1 2016. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 347 Markel Group shares in Q3 2019, an estimated $378K.
  • Wealthspire Advisors (Maryland) first reported a position in Markel Group in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Markel Group position peaked at $867K in Q1 2016.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.