CAM
MKL icon

Capstone Asset Management’s Markel Group MKL Stock Holding History

Capstone Asset 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
2017
Q2 		$394K Buy
404
+35
+9% +$34K 0.01% 1067
2017
Q1 		$360K Buy
369
+66
+22% +$62.4K 0.01% 1132
2016
Q4 		$274K Sell
303
-43
-12% -$38.3K 0.01% 1372
2016
Q3 		$321K Sell
346
-6
-2% -$5.6K 0.01% 1274
2016
Q2 		$335K Sell
352
-37
-10% -$34.5K 0.01% 1221
2016
Q1 		$347K Buy
389
+58
+18% +$49.9K 0.01% 1173
2015
Q4 		$292K Buy
331
+5
+2% +$4.35K 0.01% 1282
2015
Q3 		$261K Buy
326
+28
+9% +$23.7K 0.01% 1328
2015
Q2 		$239K Sell
298
-83
-22% -$64.5K 0.01% 1423
2015
Q1 		$293K Sell
381
-6
-2% -$4.34K 0.01% 1408
2014
Q4 		$264K Sell
387
-38
-9% -$25.8K 0.01% 1439
2014
Q3 		$270K Buy
425
+102
+32% +$65.8K 0.01% 1418
2014
Q2 		$212K Sell
323
-53
-14% -$33.4K 0.01% 1560
2014
Q1 		$224K Sell
376
-384
-51% -$219K 0.01% 1600
2013
Q4 		$441K Sell
760
-862
-53% -$468K 0.01% 1230
2013
Q3 		$840K Buy
1,622
+837
+107% +$440K 0.02% 886
2013
Q2 		$414K Buy
+785
New +$411K 0.01% 1342

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capstone Asset Management's MKL Position: Q2 2017 in Review

Capstone Asset Management increased its Markel Group (MKL) stake by 9.5% in Q2 2017, buying an estimated $34K and bringing the position to 404 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1067.

Capstone Asset Management first reported a position in MKL in Q2 2013 and has held it in 17 quarters since. The position peaked at $840K in Q3 2013. 437 funds tracked by Wall St. Rank hold MKL as of Q2 2017.

  • Capstone Asset Management held 404 shares of Markel Group worth $394K as of Q2 2017.
  • Capstone Asset Management bought 35 Markel Group shares in Q2 2017, an estimated $34K.
  • Markel Group made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1067 holding.
  • Capstone Asset Management first reported a position in Markel Group in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Markel Group position peaked at $840K in Q3 2013.
  • 437 funds tracked by Wall St. Rank held Markel Group as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.