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Bellwether Investment Group’s Markel Group MKL Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-16
Closed -$16K – 392
2017
Q1 		$16K Sell
16
-1
-6% -$945 0.04% 372
2016
Q4 		$15K Buy
+17
New +$15.2K 0.01% 535

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $97.9B AUM 20.73% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bellwether Investment Group's MKL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Markel Group (MKL) in Q2 2017, closing a stake of 16 shares — an estimated $16K sold.

Bellwether Investment Group first reported a position in MKL in Q4 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2017. 437 funds tracked by Wall St. Rank hold MKL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Markel Group position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 16 Markel Group shares in Q2 2017, an estimated $16K.
  • Bellwether Investment Group first reported a position in Markel Group in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Markel Group position peaked at $16K in Q1 2017.
  • 437 funds tracked by Wall St. Rank held Markel Group as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.