AAM
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Advisors Asset Management’s Markel Group MKL Stock Holding History

Advisors Asset 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
2016
Q2 		– Sell
-170
Closed -$152K – 1866
2016
Q1 		$152K Sell
170
-31
-15% -$26.6K ﹤0.01% 1365
2015
Q4 		$178K Sell
201
-15
-7% -$13.1K ﹤0.01% 1419
2015
Q3 		$173K Sell
216
-53
-20% -$44.8K ﹤0.01% 1407
2015
Q2 		$215K Sell
269
-65
-19% -$50.5K ﹤0.01% 1345
2015
Q1 		$257K Sell
334
-14
-4% -$10.1K ﹤0.01% 1273
2014
Q4 		$238K Buy
348
+29
+9% +$19.7K ﹤0.01% 1274
2014
Q3 		$203K Buy
319
+104
+48% +$67.1K ﹤0.01% 1290
2014
Q2 		$141K Buy
+215
New +$135K ﹤0.01% 1382

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $6.12B 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return