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AHL Partners’s Markel Group MKL Stock Holding History

AHL Partners’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
2017
Q4 		$390K Buy
343
+45
+15% +$49.2K 0.01% 1122
2017
Q3 		$318K Buy
+298
New +$308K 0.01% 1141
2016
Q4 		– Sell
-461
Closed -$428K – 1124
2016
Q3 		$428K Buy
461
+79
+21% +$73.7K 0.02% 880
2016
Q2 		$364K Buy
382
+55
+17% +$51.2K 0.02% 672
2016
Q1 		$291K Sell
327
-77
-19% -$66.2K 0.02% 675
2015
Q4 		$357K Hold
404
– – 0.03% 555
2015
Q3 		$324K Buy
+404
New +$342K 0.05% 539
2015
Q2 		– Sell
-279
Closed -$215K – 862
2015
Q1 		$215K Sell
279
-75
-21% -$54.2K 0.01% 759
2014
Q4 		$242K Sell
354
-133
-27% -$90.2K 0.01% 704
2014
Q3 		$310K Buy
+487
New +$314K 0.02% 592

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AHL Partners's MKL Position: Q4 2017 in Review

AHL Partners increased its Markel Group (MKL) stake by 15% in Q4 2017, buying an estimated $49.2K and bringing the position to 343 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1122.

AHL Partners first reported a position in MKL in Q3 2014 and has held it in 10 quarters since. The position peaked at $428K in Q3 2016. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • AHL Partners held 343 shares of Markel Group worth $390K as of Q4 2017.
  • AHL Partners bought 45 Markel Group shares in Q4 2017, an estimated $49.2K.
  • Markel Group made up 0.01% of AHL Partners's portfolio in Q4 2017, its #1122 holding.
  • AHL Partners first reported a position in Markel Group in Q3 2014 and has held it in 10 quarters since.
  • AHL Partners's Markel Group position peaked at $428K in Q3 2016.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.