ZIM
MKL icon

Zacks Investment Management’s Markel Group MKL Stock Holding History

Zacks Investment 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
2021
Q2 		– Sell
-4,096
Closed -$4.67M – 597
2021
Q1 		$4.67M Sell
4,096
-37
-0.9% -$39.9K 0.08% 181
2020
Q4 		$4.27M Buy
4,133
+72
+2% +$71.8K 0.08% 176
2020
Q3 		$3.95M Buy
+4,061
New +$4.13M 0.08% 159
2020
Q2 		– Sell
-3,289
Closed -$3.05M – 553
2020
Q1 		$3.05M Buy
3,289
+135
+4% +$154K 0.07% 154
2019
Q4 		$3.61M Buy
3,154
+1,589
+102% +$1.81M 0.07% 178
2019
Q3 		$1.85M Buy
1,565
+65
+4% +$73.9K 0.04% 271
2019
Q2 		$1.64M Buy
1,500
+118
+9% +$124K 0.03% 308
2019
Q1 		$1.38M Buy
1,382
+123
+10% +$125K 0.03% 330
2018
Q4 		$1.31M Sell
1,259
-70
-5% -$76.6K 0.03% 296
2018
Q3 		$1.58M Buy
1,329
+57
+4% +$67.1K 0.03% 322
2018
Q2 		$1.38M Buy
1,272
+73
+6% +$82.4K 0.03% 357
2018
Q1 		$1.4M Buy
1,199
+69
+6% +$77.7K 0.03% 346
2017
Q4 		$1.29M Sell
1,130
-212
-16% -$232K 0.03% 349
2017
Q3 		$1.43M Buy
+1,342
New +$1.39M 0.03% 301
2016
Q4 		– Sell
-2,016
Closed -$1.87M – 693
2016
Q3 		$1.87M Sell
2,016
-183
-8% -$171K 0.05% 220
2016
Q2 		$2.1M Buy
2,199
+436
+25% +$406K 0.06% 192
2016
Q1 		$1.57M Buy
1,763
+179
+11% +$154K 0.05% 250
2015
Q4 		$1.4M Buy
1,584
+65
+4% +$56.6K 0.05% 241
2015
Q3 		$1.22M Buy
1,519
+37
+2% +$31.3K 0.04% 260
2015
Q2 		$1.19M Buy
+1,482
New +$1.15M 0.04% 255
2014
Q2 		– Sell
-1,267
Closed -$755K – 715
2014
Q1 		$755K Sell
1,267
-20
-2% -$11.4K 0.03% 309
2013
Q4 		$747K Buy
1,287
+182
+16% +$98.8K 0.03% 296
2013
Q3 		$572K Buy
1,105
+10
+0.9% +$5.25K 0.02% 304
2013
Q2 		$577K Buy
+1,095
New +$573K 0.03% 286

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
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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Zacks Investment Management's MKL Position: Q2 2021 in Review

Zacks Investment Management sold out of Markel Group (MKL) in Q2 2021, closing a stake of 4,096 shares — an estimated $4.67M sold.

Zacks Investment Management first reported a position in MKL in Q2 2013 and held it in 24 quarters. The position peaked at $4.67M in Q1 2021. 588 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

  • Zacks Investment Management reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
  • Zacks Investment Management sold 4,096 Markel Group shares in Q2 2021, an estimated $4.67M.
  • Zacks Investment Management first reported a position in Markel Group in Q2 2013 and held it in 24 quarters.
  • Zacks Investment Management's Markel Group position peaked at $4.67M in Q1 2021.
  • 588 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on Zacks Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.