Calton & Associates’s Markel Group MKL Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-53	Closed	-$59K	–	915
2017 Q4	$59K	Buy	+53	New	+$57.9K	0.01%	643

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

Calton & Associates's MKL Position: Q1 2018 in Review

Calton & Associates sold out of Markel Group (MKL) in Q1 2018, closing a stake of 53 shares — an estimated $59K sold.

Calton & Associates first reported a position in MKL in Q4 2017 and held it in 1 quarter. The position peaked at $59K in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

Calton & Associates reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 53 Markel Group shares in Q1 2018, an estimated $59K.
Calton & Associates first reported a position in Markel Group in Q4 2017 and held it in 1 quarter.
Calton & Associates's Markel Group position peaked at $59K in Q4 2017.
493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.