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Croft-Leominster’s Markel Group MKL Stock Holding History

Croft-Leominster’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
2014
Q1 		– Sell
-974
Closed -$565K – 200
2013
Q4 		$565K Sell
974
-54
-5% -$29.3K 0.09% 100
2013
Q3 		$532K Sell
1,028
-10
-1% -$5.25K 0.09% 95
2013
Q2 		$547K Buy
+1,038
New +$543K 0.08% 97

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

Croft-Leominster's MKL Position: Q1 2014 in Review

Croft-Leominster sold out of Markel Group (MKL) in Q1 2014, closing a stake of 974 shares — an estimated $565K sold.

Croft-Leominster first reported a position in MKL in Q2 2013 and held it in 3 quarters. The position peaked at $565K in Q4 2013. 290 funds tracked by Wall St. Rank hold MKL as of Q1 2014.

  • Croft-Leominster reported no remaining Markel Group position as of Q1 2014 after selling out during the quarter.
  • Croft-Leominster sold 974 Markel Group shares in Q1 2014, an estimated $565K.
  • Croft-Leominster first reported a position in Markel Group in Q2 2013 and held it in 3 quarters.
  • Croft-Leominster's Markel Group position peaked at $565K in Q4 2013.
  • 290 funds tracked by Wall St. Rank held Markel Group as of Q1 2014.

Based on Croft-Leominster's 13F filing for Q1 2014, filed 15 May 2014.