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Analyst IMS Investment Management Services’s Markel Group MKL Stock Holding History

Analyst IMS Investment Management Services’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
2018
Q4 		– Sell
-45
Closed -$54K – 141
2018
Q3 		$54K Buy
+45
New +$53K 0.01% 130

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Analyst IMS Investment Management Services's MKL Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of Markel Group (MKL) in Q4 2018, closing a stake of 45 shares — an estimated $54K sold.

Analyst IMS Investment Management Services first reported a position in MKL in Q3 2018 and held it in 1 quarter. The position peaked at $54K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Analyst IMS Investment Management Services reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 45 Markel Group shares in Q4 2018, an estimated $54K.
  • Analyst IMS Investment Management Services first reported a position in Markel Group in Q3 2018 and held it in 1 quarter.
  • Analyst IMS Investment Management Services's Markel Group position peaked at $54K in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.