Capital Research Global Investors
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Capital Research Global Investors’s Markel Group MKL Stock Holding History

Capital Research Global Investors’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
-31,528
Closed -$37.5M – 430
2018
Q3 		$37.5M Sell
31,528
-223,808
-88% -$263M 0.01% 365
2018
Q2 		$277M Sell
255,336
-25,008
-9% -$28.2M 0.08% 207
2018
Q1 		$328M Buy
280,344
+19
+0% +$21.4K 0.09% 181
2017
Q4 		$319M Sell
280,325
-60,016
-18% -$65.6M 0.09% 179
2017
Q3 		$363M Hold
340,341
– – 0.11% 163
2017
Q2 		$332M Buy
340,341
+341
+0.1% +$331K 0.1% 171
2017
Q1 		$332M Hold
340,000
– – 0.1% 180
2016
Q4 		$308M Buy
340,000
+127,148
+60% +$113M 0.1% 186
2016
Q3 		$198M Hold
212,852
– – 0.07% 221
2016
Q2 		$203M Hold
212,852
– – 0.07% 215
2016
Q1 		$190M Hold
212,852
– – 0.07% 230
2015
Q4 		$188M Hold
212,852
– – 0.06% 227
2015
Q3 		$171M Buy
212,852
+40,000
+23% +$33.8M 0.06% 242
2015
Q2 		$138M Buy
172,852
+104,663
+153% +$81.4M 0.05% 275
2015
Q1 		$52.4M Buy
+68,189
New +$49.3M 0.02% 344

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 Research Global Investors's MKL Position: Q4 2018 in Review

Capital Research Global Investors sold out of Markel Group (MKL) in Q4 2018, closing a stake of 31,528 shares — an estimated $37.5M sold.

Capital Research Global Investors first reported a position in MKL in Q1 2015 and held it in 15 quarters. The position peaked at $363M in Q3 2017. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Capital Research Global Investors reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Capital Research Global Investors sold 31,528 Markel Group shares in Q4 2018, an estimated $37.5M.
  • Capital Research Global Investors first reported a position in Markel Group in Q1 2015 and held it in 15 quarters.
  • Capital Research Global Investors's Markel Group position peaked at $363M in Q3 2017.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Capital Research Global Investors's 13F filing for Q4 2018, filed 14 Feb 2019.