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Ada Investment Management’s Markel Group MKL Stock Holding History

Ada 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
2015
Q4 		$440K Buy
498
+93
+23% +$80.9K 0.3% 95
2015
Q3 		$331K Buy
+405
New +$343K 0.17% 230

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Ada Investment Management's MKL Position: Q4 2015 in Review

Ada Investment Management increased its Markel Group (MKL) stake by 23% in Q4 2015, buying an estimated $80.9K and bringing the position to 498 shares worth $440K. The position accounts for 0.3% of the portfolio, ranked #95.

Ada Investment Management first reported a position in MKL in Q3 2015 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Ada Investment Management held 498 shares of Markel Group worth $440K as of Q4 2015.
  • Ada Investment Management bought 93 Markel Group shares in Q4 2015, an estimated $80.9K.
  • Markel Group made up 0.3% of Ada Investment Management's portfolio in Q4 2015, its #95 holding.
  • Ada Investment Management first reported a position in Markel Group in Q3 2015 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.