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Weld Capital Management’s Markel Group MKL Stock Holding History

Weld 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
2020
Q3 		– Sell
-1,487
Closed -$1.37M – 597
2020
Q2 		$1.37M Buy
+1,487
New +$1.35M 0.54% 36
2020
Q1 		– Sell
-1,818
Closed -$2.08M – 602
2019
Q4 		$2.08M Buy
1,818
+1,211
+200% +$1.38M 0.4% 57
2019
Q3 		$717K Buy
607
+265
+77% +$301K 0.13% 260
2019
Q2 		$373K Sell
342
-485
-59% -$508K 0.07% 474
2019
Q1 		$824K Buy
+827
New +$840K 0.15% 260

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Weld Capital Management's MKL Position: Q3 2020 in Review

Weld Capital Management sold out of Markel Group (MKL) in Q3 2020, closing a stake of 1,487 shares — an estimated $1.37M sold.

Weld Capital Management first reported a position in MKL in Q1 2019 and held it in 5 quarters. The position peaked at $2.08M in Q4 2019. 532 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • Weld Capital Management reported no remaining Markel Group position as of Q3 2020 after selling out during the quarter.
  • Weld Capital Management sold 1,487 Markel Group shares in Q3 2020, an estimated $1.37M.
  • Weld Capital Management first reported a position in Markel Group in Q1 2019 and held it in 5 quarters.
  • Weld Capital Management's Markel Group position peaked at $2.08M in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.