BIT
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BlackRock Institutional Trust’s Markel Group MKL Stock Holding History

BlackRock Institutional Trust’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
Q4 		$343M Buy
379,473
+27,251
+8% +$24.3M 0.05% 375
2016
Q3 		$327M Buy
352,222
+2,161
+0.6% +$2.02M 0.05% 372
2016
Q2 		$334M Buy
350,061
+10,711
+3% +$9.97M 0.05% 340
2016
Q1 		$303M Buy
339,350
+965
+0.3% +$829K 0.05% 374
2015
Q4 		$299M Buy
338,385
+24,938
+8% +$21.7M 0.05% 382
2015
Q3 		$251M Sell
313,447
-881
-0.3% -$745K 0.04% 428
2015
Q2 		$252M Sell
314,328
-23,020
-7% -$17.9M 0.04% 452
2015
Q1 		$259M Buy
337,348
+9,280
+3% +$6.71M 0.04% 459
2014
Q4 		$224M Buy
328,068
+1,015
+0.3% +$688K 0.04% 492
2014
Q3 		$208M Sell
327,053
-4,918
-1% -$3.17M 0.03% 491
2014
Q2 		$218M Sell
331,971
-3,632
-1% -$2.29M 0.04% 490
2014
Q1 		$200M Buy
335,603
+6,739
+2% +$3.84M 0.03% 514
2013
Q4 		$191M Buy
328,864
+15,718
+5% +$8.53M 0.03% 522
2013
Q3 		$162M Sell
313,146
-189
-0.1% -$99.3K 0.03% 547
2013
Q2 		$165M Buy
+313,335
New +$164M 0.03% 516

Other funds holding MKL

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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BlackRock Institutional Trust's MKL Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Markel Group (MKL) stake by 7.7% in Q4 2016, buying an estimated $24.3M and bringing the position to 379,473 shares worth $343M. The position accounts for 0.05% of the portfolio, ranked #375.

BlackRock Institutional Trust first reported a position in MKL in Q2 2013 and has held it in 15 quarters since. 425 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • BlackRock Institutional Trust held 379,473 shares of Markel Group worth $343M as of Q4 2016.
  • BlackRock Institutional Trust bought 27,251 Markel Group shares in Q4 2016, an estimated $24.3M.
  • Markel Group made up 0.05% of BlackRock Institutional Trust's portfolio in Q4 2016, its #375 holding.
  • BlackRock Institutional Trust first reported a position in Markel Group in Q2 2013 and has held it in 15 quarters since.
  • 425 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.