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Advantage Investment Management’s Markel Group MKL Stock Holding History

Advantage 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
Q2 		– Sell
-10
Closed -$8K – 890
2015
Q1 		$8K Hold
10
– – ﹤0.01% 630
2014
Q4 		$7K Buy
+10
New +$6.78K 0.01% 578

Other funds holding MKL

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Vanguard Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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 $580B AUM 38.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advantage Investment Management's MKL Position: Q2 2015 in Review

Advantage Investment Management sold out of Markel Group (MKL) in Q2 2015, closing a stake of 10 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in MKL in Q4 2014 and held it in 2 quarters. The position peaked at $8K in Q1 2015. 331 funds tracked by Wall St. Rank hold MKL as of Q2 2015.

  • Advantage Investment Management reported no remaining Markel Group position as of Q2 2015 after selling out during the quarter.
  • Advantage Investment Management sold 10 Markel Group shares in Q2 2015, an estimated $8K.
  • Advantage Investment Management first reported a position in Markel Group in Q4 2014 and held it in 2 quarters.
  • Advantage Investment Management's Markel Group position peaked at $8K in Q1 2015.
  • 331 funds tracked by Wall St. Rank held Markel Group as of Q2 2015.

Based on Advantage Investment Management's 13F filing for Q2 2015, filed 27 Mar 2017.