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Whitener Capital Management’s Markel Group MKL Stock Holding History

Whitener 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
2019
Q4 		– Sell
-20
Closed -$23K – 315
2019
Q3 		$23K Hold
20
– – 0.01% 288
2019
Q2 		$21K Hold
20
– – 0.01% 289
2019
Q1 		$19K Sell
20
-162
-89% -$165K 0.01% 287
2018
Q4 		$188K Hold
182
– – 0.14% 119
2018
Q3 		$216K Buy
+182
New +$214K 0.14% 120
2018
Q2 		– Sell
-20
Closed -$23K – 287
2018
Q1 		$23K Hold
20
– – 0.02% 262
2017
Q4 		$22K Buy
+20
New +$21.9K 0.02% 250

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Whitener Capital Management's MKL Position: Q4 2019 in Review

Whitener Capital Management sold out of Markel Group (MKL) in Q4 2019, closing a stake of 20 shares — an estimated $23K sold.

Whitener Capital Management first reported a position in MKL in Q4 2017 and held it in 7 quarters. The position peaked at $216K in Q3 2018. 570 funds tracked by Wall St. Rank hold MKL as of Q4 2019.

  • Whitener Capital Management reported no remaining Markel Group position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 20 Markel Group shares in Q4 2019, an estimated $23K.
  • Whitener Capital Management first reported a position in Markel Group in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Markel Group position peaked at $216K in Q3 2018.
  • 570 funds tracked by Wall St. Rank held Markel Group as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.