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Baltimore-Washington Financial Advisors’s Markel Group MKL Stock Holding History

Baltimore-Washington Financial Advisors’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
2017
Q1 		– Sell
-5,420
Closed -$4.9M – 73
2016
Q4 		$4.9M Sell
5,420
-653
-11% -$582K 1.34% 35
2016
Q3 		$5.64M Sell
6,073
-197
-3% -$184K 1.61% 27
2016
Q2 		$5.97M Sell
6,270
-83
-1% -$77.3K 1.78% 25
2016
Q1 		$5.66M Buy
6,353
+267
+4% +$229K 1.72% 26
2015
Q4 		$5.38M Buy
6,086
+162
+3% +$141K 1.68% 25
2015
Q3 		$4.75M Buy
5,924
+115
+2% +$97.3K 1.51% 26
2015
Q2 		$4.65M Buy
5,809
+1,030
+22% +$801K 1.38% 32
2015
Q1 		$3.67M Buy
4,779
+398
+9% +$288K 1.07% 41
2014
Q4 		$2.99M Buy
4,381
+471
+12% +$319K 0.89% 51
2014
Q3 		$2.49M Buy
3,910
+750
+24% +$484K 0.8% 56
2014
Q2 		$2.07M Buy
+3,160
New +$1.99M 0.64% 61
2013
Q4 		– Sell
-60
Closed -$31K – 316
2013
Q3 		$31K Buy
+60
New +$31.5K 0.01% 141

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MKL Position: Q1 2017 in Review

Baltimore-Washington Financial Advisors sold out of Markel Group (MKL) in Q1 2017, closing a stake of 5,420 shares — an estimated $4.9M sold.

Baltimore-Washington Financial Advisors first reported a position in MKL in Q3 2013 and held it in 12 quarters. The position peaked at $5.97M in Q2 2016. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

  • Baltimore-Washington Financial Advisors reported no remaining Markel Group position as of Q1 2017 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,420 Markel Group shares in Q1 2017, an estimated $4.9M.
  • Baltimore-Washington Financial Advisors first reported a position in Markel Group in Q3 2013 and held it in 12 quarters.
  • Baltimore-Washington Financial Advisors's Markel Group position peaked at $5.97M in Q2 2016.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.