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Clinton Group’s Markel Group MKL Stock Holding History

Clinton Group’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
Q3 		– Sell
-1,088
Closed -$1.06M – 523
2017
Q2 		$1.06M Buy
+1,088
New +$1.06M 0.11% 273
2016
Q3 		– Sell
-837
Closed -$797K – 1008
2016
Q2 		$797K Sell
837
-2,912
-78% -$2.71M 0.04% 547
2016
Q1 		$3.34M Buy
3,749
+3,081
+461% +$2.65M 0.2% 153
2015
Q4 		$590K Sell
668
-1,127
-63% -$981K 0.05% 473
2015
Q3 		$1.44M Buy
+1,795
New +$1.52M 0.14% 212

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $110B AUM 4.8% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Clinton Group's MKL Position: Q3 2017 in Review

Clinton Group sold out of Markel Group (MKL) in Q3 2017, closing a stake of 1,088 shares — an estimated $1.06M sold.

Clinton Group first reported a position in MKL in Q3 2015 and held it in 5 quarters. The position peaked at $3.34M in Q1 2016. 449 funds tracked by Wall St. Rank hold MKL as of Q3 2017.

  • Clinton Group reported no remaining Markel Group position as of Q3 2017 after selling out during the quarter.
  • Clinton Group sold 1,088 Markel Group shares in Q3 2017, an estimated $1.06M.
  • Clinton Group first reported a position in Markel Group in Q3 2015 and held it in 5 quarters.
  • Clinton Group's Markel Group position peaked at $3.34M in Q1 2016.
  • 449 funds tracked by Wall St. Rank held Markel Group as of Q3 2017.

Based on Clinton Group's 13F filing for Q3 2017, filed 14 Nov 2017.