AIM
MKL icon

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 $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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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 $23.3B AUM 26.95% 1-Year Est. Return

Assured Investment Management's MKL Position: Q1 2019 in Review

Assured Investment Management sold out of Markel Group (MKL) in Q1 2019, closing a stake of 4,296 shares — an estimated $4.46M sold.

Assured Investment Management first reported a position in MKL in Q3 2015 and held it in 8 quarters. The position peaked at $4.46M in Q4 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • Assured Investment Management reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 4,296 Markel Group shares in Q1 2019, an estimated $4.46M.
  • Assured Investment Management first reported a position in Markel Group in Q3 2015 and held it in 8 quarters.
  • Assured Investment Management's Markel Group position peaked at $4.46M in Q4 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.