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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 $110B AUM 4.8% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advisors Asset Management's MKL Position: Q2 2016 in Review

Advisors Asset Management sold out of Markel Group (MKL) in Q2 2016, closing a stake of 170 shares — an estimated $152K sold.

Advisors Asset Management first reported a position in MKL in Q2 2014 and held it in 8 quarters. The position peaked at $257K in Q1 2015. 433 funds tracked by Wall St. Rank hold MKL as of Q2 2016.

  • Advisors Asset Management reported no remaining Markel Group position as of Q2 2016 after selling out during the quarter.
  • Advisors Asset Management sold 170 Markel Group shares in Q2 2016, an estimated $152K.
  • Advisors Asset Management first reported a position in Markel Group in Q2 2014 and held it in 8 quarters.
  • Advisors Asset Management's Markel Group position peaked at $257K in Q1 2015.
  • 433 funds tracked by Wall St. Rank held Markel Group as of Q2 2016.

Based on Advisors Asset Management's 13F filing for Q2 2016, filed 8 Aug 2016.