WF
MKL icon

WealthTrust Fairport’s Markel Group MKL Stock Holding History

WealthTrust Fairport’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 		$20K Hold
20
– – ﹤0.01% 297
2018
Q4 		$21K Hold
20
– – ﹤0.01% 275
2018
Q3 		$24K Hold
20
– – ﹤0.01% 312
2018
Q2 		$22K Hold
20
– – ﹤0.01% 310
2018
Q1 		$23K Buy
+20
New +$22.5K ﹤0.01% 318
2015
Q1 		– Sell
-35
Closed -$24K – 285
2014
Q4 		$24K Buy
+35
New +$23.7K ﹤0.01% 248

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

WealthTrust Fairport's MKL Position: Q1 2019 in Review

WealthTrust Fairport held its Markel Group (MKL) position steady in Q1 2019 at 20 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

WealthTrust Fairport first reported a position in MKL in Q4 2014 and has held it in 6 quarters since. The position peaked at $24K in Q3 2018. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • WealthTrust Fairport held 20 shares of Markel Group worth $20K as of Q1 2019.
  • WealthTrust Fairport left its Markel Group share count unchanged in Q1 2019.
  • Markel Group made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #297 holding.
  • WealthTrust Fairport first reported a position in Markel Group in Q4 2014 and has held it in 6 quarters since.
  • WealthTrust Fairport's Markel Group position peaked at $24K in Q3 2018.
  • 523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.