Cowen Prime Advisors’s Markel Group MKL Stock Holding History

Cowen Prime Advisors’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 Q3	–	Sell	-150	Closed	-$163K	–	205
2018 Q2	$163K	Hold	150	–	–	0.08%	83
2018 Q1	$176K	Hold	150	–	–	0.1%	86
2017 Q4	$171K	Hold	150	–	–	0.08%	92
2017 Q3	$160K	Hold	150	–	–	0.08%	82
2017 Q2	$146K	Hold	150	–	–	0.07%	89
2017 Q1	$146K	Buy	+150	New	+$142K	0.08%	91
2016 Q1	–	Sell	-300	Closed	-$265K	–	245
2015 Q4	$265K	Hold	300	–	–	0.12%	82
2015 Q3	$241K	Hold	300	–	–	0.11%	93
2015 Q2	$240K	Hold	300	–	–	0.09%	96
2015 Q1	$231K	Hold	300	–	–	0.1%	106
2014 Q4	$205K	Hold	300	–	–	0.08%	114
2014 Q3	$191K	Hold	300	–	–	0.08%	108
2014 Q2	$197K	Hold	300	–	–	0.08%	100
2014 Q1	$179K	Hold	300	–	–	0.07%	102
2013 Q4	$174K	Hold	300	–	–	0.07%	106
2013 Q3	$155K	Hold	300	–	–	0.06%	122
2013 Q2	$158K	Buy	+300	New	+$157K	0.07%	117

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Cowen Prime Advisors's MKL Position: Q3 2018 in Review

Cowen Prime Advisors sold out of Markel Group (MKL) in Q3 2018, closing a stake of 150 shares — an estimated $163K sold.

Cowen Prime Advisors first reported a position in MKL in Q2 2013 and held it in 17 quarters. The position peaked at $265K in Q4 2015. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

Cowen Prime Advisors reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
Cowen Prime Advisors sold 150 Markel Group shares in Q3 2018, an estimated $163K.
Cowen Prime Advisors first reported a position in Markel Group in Q2 2013 and held it in 17 quarters.
Cowen Prime Advisors's Markel Group position peaked at $265K in Q4 2015.
520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Cowen Prime Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.