1919 Investment Counsel’s Markel Group MKL Stock Holding History

1919 Investment Counsel’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
2014 Q3	$294K	Sell	461 -2,414	-84%	-$1.56M	0.01%	510
2014 Q2	$1.89M	Hold	2,875	–	–	0.04%	314
2014 Q1	$1.71M	Hold	2,875	–	–	0.04%	323
2013 Q4	$1.67M	Sell	2,875 -220	-7%	-$119K	0.03%	318
2013 Q3	$1.6M	Sell	3,095 -73	-2%	-$38.4K	0.04%	316
2013 Q2	$1.67M	Buy	+3,168	New	+$1.66M	0.04%	296

Other funds holding MKL

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

1919 Investment Counsel's MKL Position: Q3 2014 in Review

1919 Investment Counsel reduced its Markel Group (MKL) stake by 84% in Q3 2014, selling an estimated $1.56M and leaving 461 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #510.

1919 Investment Counsel first reported a position in MKL in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2014. 300 funds tracked by Wall St. Rank hold MKL as of Q3 2014.

1919 Investment Counsel held 461 shares of Markel Group worth $294K as of Q3 2014.
1919 Investment Counsel sold 2,414 Markel Group shares in Q3 2014, an estimated $1.56M.
Markel Group made up 0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #510 holding.
1919 Investment Counsel first reported a position in Markel Group in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's Markel Group position peaked at $1.89M in Q2 2014.
300 funds tracked by Wall St. Rank held Markel Group as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.