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Banyan Partners’s Markel Group MKL Stock Holding History

Banyan Partners’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 		$10.5M Hold
16,508
– – 0.89% 28
2014
Q2 		$10.8M Buy
+16,508
New +$10.4M 0.91% 28
2013
Q4 		– Sell
-719
Closed -$372K – 431
2013
Q3 		$372K Buy
+719
New +$378K 0.03% 243

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

Banyan Partners's MKL Position: Q3 2014 in Review

Banyan Partners held its Markel Group (MKL) position steady in Q3 2014 at 16,508 shares worth $10.5M. The position accounts for 0.89% of the portfolio, ranked #28.

Banyan Partners first reported a position in MKL in Q3 2013 and has held it in 3 quarters since. The position peaked at $10.8M in Q2 2014. 300 funds tracked by Wall St. Rank hold MKL as of Q3 2014.

  • Banyan Partners held 16,508 shares of Markel Group worth $10.5M as of Q3 2014.
  • Banyan Partners left its Markel Group share count unchanged in Q3 2014.
  • Markel Group made up 0.89% of Banyan Partners's portfolio in Q3 2014, its #28 holding.
  • Banyan Partners first reported a position in Markel Group in Q3 2013 and has held it in 3 quarters since.
  • Banyan Partners's Markel Group position peaked at $10.8M in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Markel Group as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.