WHG
MKL icon

Westwood Holdings Group’s Markel Group MKL Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-319
Closed -$365K – 472
2019
Q4 		$365K Sell
319
-1
-0.3% -$1.14K ﹤0.01% 407
2019
Q3 		$378K Sell
320
-371
-54% -$422K ﹤0.01% 385
2019
Q2 		$753K Sell
691
-1,542
-69% -$1.62M 0.01% 372
2019
Q1 		$2.23M Sell
2,233
-220
-9% -$223K 0.02% 262
2018
Q4 		$2.55M Sell
2,453
-942
-28% -$1.03M 0.03% 239
2018
Q3 		$4.04M Sell
3,395
-2,354
-41% -$2.77M 0.04% 237
2018
Q2 		$6.23M Sell
5,749
-2,401
-29% -$2.71M 0.05% 219
2018
Q1 		$9.54M Sell
8,150
-388
-5% -$437K 0.08% 205
2017
Q4 		$9.73M Buy
8,538
+1,301
+18% +$1.42M 0.07% 204
2017
Q3 		$7.73M Sell
7,237
-1,272
-15% -$1.32M 0.06% 213
2017
Q2 		$8.33M Sell
8,509
-2,767
-25% -$2.69M 0.07% 214
2017
Q1 		$11M Sell
11,276
-4,639
-29% -$4.38M 0.09% 184
2016
Q4 		$14.4M Buy
15,915
+687
+5% +$613K 0.12% 147
2016
Q3 		$14.1M Buy
15,228
+177
+1% +$165K 0.12% 140
2016
Q2 		$14.3M Sell
15,051
-4,368
-22% -$4.07M 0.13% 139
2016
Q1 		$17.3M Buy
19,419
+18,241
+1,548% +$15.7M 0.15% 131
2015
Q4 		$1.04M Buy
+1,178
New +$1.03M 0.01% 307

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return