Wheatland Advisors’s Markel Group MKL Stock Holding History

Wheatland Advisors’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	-200	Closed	-$229K	–	67
2019 Q4	$229K	Hold	200	–	–	0.29%	83
2019 Q3	$236K	Hold	200	–	–	0.21%	91
2019 Q2	$218K	Buy	+200	New	+$210K	0.16%	95
2019 Q1	–	Sell	-200	Closed	-$208K	–	101
2018 Q4	$208K	Hold	200	–	–	0.18%	88
2018 Q3	$238K	Hold	200	–	–	0.18%	92
2018 Q2	$217K	Hold	200	–	–	0.18%	91
2018 Q1	$234K	Hold	200	–	–	0.19%	90
2017 Q4	$228K	Hold	200	–	–	0.18%	94
2017 Q3	$214K	Buy	+200	New	+$207K	0.18%	93

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

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

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

Wheatland Advisors's MKL Position: Q1 2020 in Review

Wheatland Advisors sold out of Markel Group (MKL) in Q1 2020, closing a stake of 200 shares — an estimated $229K sold.

Wheatland Advisors first reported a position in MKL in Q3 2017 and held it in 9 quarters. The position peaked at $238K in Q3 2018. 525 funds tracked by Wall St. Rank hold MKL as of Q1 2020.

Wheatland Advisors reported no remaining Markel Group position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 200 Markel Group shares in Q1 2020, an estimated $229K.
Wheatland Advisors first reported a position in Markel Group in Q3 2017 and held it in 9 quarters.
Wheatland Advisors's Markel Group position peaked at $238K in Q3 2018.
525 funds tracked by Wall St. Rank held Markel Group as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.