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BRC Investment Management’s Markel Group MKL Stock Holding History

BRC Investment Management’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 		$7.34M Sell
7,899
-2,913
-27% -$2.72M 1.24% 19
2016
Q2 		$10.3M Buy
+10,812
New +$10.1M 1.79% 19
2015
Q3 		– Sell
-24,047
Closed -$19.3M – 136
2015
Q2 		$19.3M Buy
+24,047
New +$18.7M 2.66% 19

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 $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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 $535B AUM 26.23% 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 $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

BRC Investment Management's MKL Position: Q3 2016 in Review

BRC Investment Management reduced its Markel Group (MKL) stake by 27% in Q3 2016, selling an estimated $2.72M and leaving 7,899 shares worth $7.34M. The position accounts for 1.24% of the portfolio, ranked #19.

BRC Investment Management first reported a position in MKL in Q2 2015 and has held it in 3 quarters since. The position peaked at $19.3M in Q2 2015. 418 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • BRC Investment Management held 7,899 shares of Markel Group worth $7.34M as of Q3 2016.
  • BRC Investment Management sold 2,913 Markel Group shares in Q3 2016, an estimated $2.72M.
  • Markel Group made up 1.24% of BRC Investment Management's portfolio in Q3 2016, its #19 holding.
  • BRC Investment Management first reported a position in Markel Group in Q2 2015 and has held it in 3 quarters since.
  • BRC Investment Management's Markel Group position peaked at $19.3M in Q2 2015.
  • 418 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.