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	–	246
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 $5.7T 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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return