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Calvert Investment Management’s Markel Group MKL Stock Holding History

Calvert 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
2015
Q4 		– Sell
-620
Closed -$497K – 725
2015
Q3 		$497K Buy
620
+32
+5% +$27.1K 0.02% 357
2015
Q2 		$471K Sell
588
-11
-2% -$8.55K 0.02% 377
2015
Q1 		$461K Buy
599
+51
+9% +$36.9K 0.03% 373
2014
Q4 		$374K Buy
548
+37
+7% +$25.1K 0.03% 406
2014
Q3 		$325K Buy
+511
New +$330K 0.02% 422

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Calvert Investment Management's MKL Position: Q4 2015 in Review

Calvert Investment Management sold out of Markel Group (MKL) in Q4 2015, closing a stake of 620 shares — an estimated $497K sold.

Calvert Investment Management first reported a position in MKL in Q3 2014 and held it in 5 quarters. The position peaked at $497K in Q3 2015. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Calvert Investment Management reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Calvert Investment Management sold 620 Markel Group shares in Q4 2015, an estimated $497K.
  • Calvert Investment Management first reported a position in Markel Group in Q3 2014 and held it in 5 quarters.
  • Calvert Investment Management's Markel Group position peaked at $497K in Q3 2015.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Calvert Investment Management's 13F filing for Q4 2015, filed 11 Feb 2016.