Bristlecone Advisors’s Markel Group MKL Stock Holding History

Bristlecone Advisors’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 Q4	–	Sell	-50	Closed	-$53K	–	227
2017 Q3	$53K	Buy	+50	New	+$51.7K	0.02%	192

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bristlecone Advisors's MKL Position: Q4 2017 in Review

Bristlecone Advisors sold out of Markel Group (MKL) in Q4 2017, closing a stake of 50 shares — an estimated $53K sold.

Bristlecone Advisors first reported a position in MKL in Q3 2017 and held it in 1 quarter. The position peaked at $53K in Q3 2017. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

Bristlecone Advisors reported no remaining Markel Group position as of Q4 2017 after selling out during the quarter.
Bristlecone Advisors sold 50 Markel Group shares in Q4 2017, an estimated $53K.
Bristlecone Advisors first reported a position in Markel Group in Q3 2017 and held it in 1 quarter.
Bristlecone Advisors's Markel Group position peaked at $53K in Q3 2017.
476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.