BW
MKL icon

Bison Wealth’s Markel Group MKL Stock Holding History

Bison Wealth’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
2016
Q3 		– Sell
-517
Closed -$493K – 193
2016
Q2 		$493K Sell
517
-7
-1% -$6.52K 0.3% 104
2016
Q1 		$467K Buy
524
+50
+11% +$43K 0.3% 103
2015
Q4 		$419K Buy
474
+40
+9% +$34.8K 0.24% 128
2015
Q3 		$348K Buy
434
+42
+11% +$35.5K 0.23% 135
2015
Q2 		$314K Buy
392
+57
+17% +$44.3K 0.18% 150
2015
Q1 		$258K Sell
335
-25
-7% -$18.1K 0.16% 176
2014
Q4 		$246K Buy
+360
New +$244K 0.19% 150

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bison Wealth's MKL Position: Q3 2016 in Review

Bison Wealth sold out of Markel Group (MKL) in Q3 2016, closing a stake of 517 shares — an estimated $493K sold.

Bison Wealth first reported a position in MKL in Q4 2014 and held it in 7 quarters. The position peaked at $493K in Q2 2016. 420 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • Bison Wealth reported no remaining Markel Group position as of Q3 2016 after selling out during the quarter.
  • Bison Wealth sold 517 Markel Group shares in Q3 2016, an estimated $493K.
  • Bison Wealth first reported a position in Markel Group in Q4 2014 and held it in 7 quarters.
  • Bison Wealth's Markel Group position peaked at $493K in Q2 2016.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on Bison Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.