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Arden Trust’s Markel Group MKL Stock Holding History

Arden Trust’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
Q3 		– Sell
-382
Closed -$364K – 443
2016
Q2 		$364K Sell
382
-31
-8% -$28.9K 0.03% 416
2016
Q1 		$368K Sell
413
-551
-57% -$474K 0.03% 425
2015
Q4 		$851K Buy
964
+533
+124% +$464K 0.07% 274
2015
Q3 		$346K Buy
+431
New +$365K 0.03% 479

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 $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Arden Trust's MKL Position: Q3 2016 in Review

Arden Trust sold out of Markel Group (MKL) in Q3 2016, closing a stake of 382 shares — an estimated $364K sold.

Arden Trust first reported a position in MKL in Q3 2015 and held it in 4 quarters. The position peaked at $851K in Q4 2015. 420 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • Arden Trust reported no remaining Markel Group position as of Q3 2016 after selling out during the quarter.
  • Arden Trust sold 382 Markel Group shares in Q3 2016, an estimated $364K.
  • Arden Trust first reported a position in Markel Group in Q3 2015 and held it in 4 quarters.
  • Arden Trust's Markel Group position peaked at $851K in Q4 2015.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on Arden Trust's 13F filing for Q3 2016, filed 14 Oct 2016.