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B. Riley Wealth Management’s Markel Group MKL Stock Holding History

B. Riley Wealth 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
2014
Q3 		– Sell
-50
Closed -$32K – 1125
2014
Q2 		$32K Hold
50
– – 0.02% 554
2014
Q1 		$30K Buy
+50
New +$28.5K 0.02% 552

Other funds holding MKL

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Vanguard Group
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

B. Riley Wealth Management's MKL Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Markel Group (MKL) in Q3 2014, closing a stake of 50 shares — an estimated $32K sold.

B. Riley Wealth Management first reported a position in MKL in Q1 2014 and held it in 2 quarters. The position peaked at $32K in Q2 2014. 299 funds tracked by Wall St. Rank hold MKL as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Markel Group position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 50 Markel Group shares in Q3 2014, an estimated $32K.
  • B. Riley Wealth Management first reported a position in Markel Group in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Markel Group position peaked at $32K in Q2 2014.
  • 299 funds tracked by Wall St. Rank held Markel Group as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.