AIM
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Assured Investment Management’s Markel Group MKL Stock Holding History

Assured Investment 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
2019
Q1 		– Sell
-4,296
Closed -$4.46M – 1269
2018
Q4 		$4.46M Buy
4,296
+3,860
+885% +$4.22M 0.13% 206
2018
Q3 		$518K Sell
436
-1,164
-73% -$1.37M 0.01% 751
2018
Q2 		$1.74M Sell
1,600
-1,261
-44% -$1.42M 0.03% 430
2018
Q1 		$3.35M Buy
+2,861
New +$3.22M 0.08% 286
2016
Q3 		– Sell
-634
Closed -$604K – 659
2016
Q2 		$604K Sell
634
-790
-55% -$736K 0.01% 374
2016
Q1 		$1.27M Buy
1,424
+1,406
+7,811% +$1.21M 0.03% 158
2015
Q4 		$16K Sell
18
-362
-95% -$315K ﹤0.01% 608
2015
Q3 		$305K Buy
+380
New +$321K 0.01% 439

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return