WealthStone’s Markel Group MKL Stock Holding History

WealthStone’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 Q3	–	Sell	-544	Closed	-$502K	–	226
2020 Q2	$502K	Buy	+544	New	+$494K	0.24%	63

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

WealthStone's MKL Position: Q3 2020 in Review

WealthStone sold out of Markel Group (MKL) in Q3 2020, closing a stake of 544 shares — an estimated $502K sold.

WealthStone first reported a position in MKL in Q2 2020 and held it in 1 quarter. The position peaked at $502K in Q2 2020. 531 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

WealthStone reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
WealthStone sold 544 Markel Group shares in Q3 2020, an estimated $502K.
WealthStone first reported a position in Markel Group in Q2 2020 and held it in 1 quarter.
WealthStone's Markel Group position peaked at $502K in Q2 2020.
531 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.