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Chubb Corp’s Markel Group MKL Stock Holding History

Chubb Corp’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
2013
Q4 		– Sell
-196,155
Closed -$102M – 110
2013
Q3 		$102M Sell
196,155
-222,990
-53% -$117M 5.63% 1
2013
Q2 		$221M Buy
+419,145
New +$219M 12.08% 1

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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

Chubb Corp's MKL Position: Q4 2013 in Review

Chubb Corp sold out of Markel Group (MKL) in Q4 2013, closing a stake of 196,155 shares — an estimated $102M sold.

Chubb Corp first reported a position in MKL in Q2 2013 and held it in 2 quarters. The position peaked at $221M in Q2 2013. 286 funds tracked by Wall St. Rank hold MKL as of Q4 2013.

  • Chubb Corp reported no remaining Markel Group position as of Q4 2013 after selling out during the quarter.
  • Chubb Corp sold 196,155 Markel Group shares in Q4 2013, an estimated $102M.
  • Chubb Corp first reported a position in Markel Group in Q2 2013 and held it in 2 quarters.
  • Chubb Corp's Markel Group position peaked at $221M in Q2 2013.
  • 286 funds tracked by Wall St. Rank held Markel Group as of Q4 2013.

Based on Chubb Corp's 13F filing for Q4 2013, filed 12 Feb 2014.