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Capital Guardian Trust’s Markel Group MKL Stock Holding History

Capital Guardian 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
2018
Q4 		– Sell
-91
Closed -$108K – 389
2018
Q3 		$108K Buy
+91
New +$107K ﹤0.01% 266
2017
Q1 		– Sell
-75
Closed -$68K – 679
2016
Q4 		$68K Hold
75
– – ﹤0.01% 428
2016
Q3 		$70K Buy
+75
New +$70K ﹤0.01% 408

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Capital Guardian Trust's MKL Position: Q4 2018 in Review

Capital Guardian Trust sold out of Markel Group (MKL) in Q4 2018, closing a stake of 91 shares — an estimated $108K sold.

Capital Guardian Trust first reported a position in MKL in Q3 2016 and held it in 3 quarters. The position peaked at $108K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Capital Guardian Trust reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 91 Markel Group shares in Q4 2018, an estimated $108K.
  • Capital Guardian Trust first reported a position in Markel Group in Q3 2016 and held it in 3 quarters.
  • Capital Guardian Trust's Markel Group position peaked at $108K in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.