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Baird’s Markel Group MKL Stock Holding History

Baird’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
2015
Q1 		$4.29M Buy
5,585
+317
+6% +$229K 0.04% 374
2014
Q4 		$3.6M Buy
5,268
+156
+3% +$106K 0.04% 411
2014
Q3 		$3.25M Buy
5,112
+370
+8% +$239K 0.05% 342
2014
Q2 		$3.11M Hold
4,742
– – 0.04% 370
2014
Q1 		$2.83M Buy
4,742
+353
+8% +$201K 0.04% 394
2013
Q4 		$2.55M Sell
4,389
-34
-0.8% -$18.4K 0.04% 407
2013
Q3 		$2.29M Buy
4,423
+137
+3% +$72K 0.04% 411
2013
Q2 		$2.26M Buy
+4,286
New +$2.24M 0.04% 391

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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

Baird's MKL Position: Q1 2015 in Review

Baird increased its Markel Group (MKL) stake by 6% in Q1 2015, buying an estimated $229K and bringing the position to 5,585 shares worth $4.29M. The position accounts for 0.04% of the portfolio, ranked #374.

Baird first reported a position in MKL in Q2 2013 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold MKL as of Q1 2015.

  • Baird held 5,585 shares of Markel Group worth $4.29M as of Q1 2015.
  • Baird bought 317 Markel Group shares in Q1 2015, an estimated $229K.
  • Markel Group made up 0.04% of Baird's portfolio in Q1 2015, its #374 holding.
  • Baird first reported a position in Markel Group in Q2 2013 and has held it in 8 quarters since.
  • 307 funds tracked by Wall St. Rank held Markel Group as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.