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Armbruster Capital Management’s Markel Group MKL Stock Holding History

Armbruster Capital 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
2018
Q1 		– Sell
-7
Closed -$8K – 261
2017
Q4 		$8K Hold
7
– – ﹤0.01% 206
2017
Q3 		$7K Hold
7
– – ﹤0.01% 209
2017
Q2 		$7K Hold
7
– – ﹤0.01% 228
2017
Q1 		$7K Hold
7
– – ﹤0.01% 225
2016
Q4 		$6K Buy
+7
New +$6.24K ﹤0.01% 237

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return

Armbruster Capital Management's MKL Position: Q1 2018 in Review

Armbruster Capital Management sold out of Markel Group (MKL) in Q1 2018, closing a stake of 7 shares — an estimated $8K sold.

Armbruster Capital Management first reported a position in MKL in Q4 2016 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Armbruster Capital Management reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 7 Markel Group shares in Q1 2018, an estimated $8K.
  • Armbruster Capital Management first reported a position in Markel Group in Q4 2016 and held it in 5 quarters.
  • Armbruster Capital Management's Markel Group position peaked at $8K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.