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Contravisory Investment Management’s Markel Group MKL Stock Holding History

Contravisory Investment 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
2019
Q2 		– Sell
-4,120
Closed -$4.11M – 311
2019
Q1 		$4.11M Sell
4,120
-181
-4% -$184K 1.59% 30
2018
Q4 		$4.46M Sell
4,301
-78
-2% -$85.3K 1.93% 18
2018
Q3 		$5.2M Sell
4,379
-150
-3% -$177K 1.87% 20
2018
Q2 		$4.91M Sell
4,529
-33
-0.7% -$37.3K 1.79% 23
2018
Q1 		$5.34M Sell
4,562
-180
-4% -$203K 1.97% 17
2017
Q4 		$5.4M Sell
4,742
-547
-10% -$598K 1.96% 20
2017
Q3 		$5.65M Sell
5,289
-263
-5% -$272K 2.02% 19
2017
Q2 		$5.42M Sell
5,552
-323
-5% -$314K 1.95% 28
2017
Q1 		$5.73M Sell
5,875
-579
-9% -$547K 2.02% 19
2016
Q4 		$5.84M Sell
6,454
-314
-5% -$280K 1.99% 27
2016
Q3 		$6.29M Sell
6,768
-322
-5% -$300K 2.02% 29
2016
Q2 		$6.75M Sell
7,090
-446
-6% -$415K 2.07% 27
2016
Q1 		$6.72M Buy
+7,536
New +$6.48M 1.96% 30

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Contravisory Investment Management's MKL Position: Q2 2019 in Review

Contravisory Investment Management sold out of Markel Group (MKL) in Q2 2019, closing a stake of 4,120 shares — an estimated $4.11M sold.

Contravisory Investment Management first reported a position in MKL in Q1 2016 and held it in 13 quarters. The position peaked at $6.75M in Q2 2016. 517 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Contravisory Investment Management reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Contravisory Investment Management sold 4,120 Markel Group shares in Q2 2019, an estimated $4.11M.
  • Contravisory Investment Management first reported a position in Markel Group in Q1 2016 and held it in 13 quarters.
  • Contravisory Investment Management's Markel Group position peaked at $6.75M in Q2 2016.
  • 517 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Contravisory Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.