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Accurate Investment Solutions’s Markel Group MKL Stock Holding History

Accurate Investment Solutions’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
2018
Q3 		– Sell
-13
Closed -$14K – 454
2018
Q2 		$14K Hold
13
– – 0.01% 229
2018
Q1 		$15K Hold
13
– – 0.01% 225
2017
Q4 		$15K Hold
13
– – 0.01% 223
2017
Q3 		$14K Buy
+13
New +$13.4K 0.01% 234

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Accurate Investment Solutions's MKL Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Markel Group (MKL) in Q3 2018, closing a stake of 13 shares — an estimated $14K sold.

Accurate Investment Solutions first reported a position in MKL in Q3 2017 and held it in 4 quarters. The position peaked at $15K in Q1 2018. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 13 Markel Group shares in Q3 2018, an estimated $14K.
  • Accurate Investment Solutions first reported a position in Markel Group in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Markel Group position peaked at $15K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.