C.T. Fitzpatrick’s Markel Group MKL Stock Holding History

C.T. Fitzpatrick’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
2016 Q2	–	Sell	-138	Closed	-$123K	–	59
2016 Q1	$123K	Buy	+138	New	+$119K	﹤0.01%	51

Other funds holding MKL

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

ACM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

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

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

C.T. Fitzpatrick's MKL Position: Q2 2016 in Review

C.T. Fitzpatrick sold out of Markel Group (MKL) in Q2 2016, closing a stake of 138 shares — an estimated $123K sold.

C.T. Fitzpatrick first reported a position in MKL in Q1 2016 and held it in 1 quarter. The position peaked at $123K in Q1 2016. 433 funds tracked by Wall St. Rank hold MKL as of Q2 2016.

C.T. Fitzpatrick reported no remaining Markel Group position as of Q2 2016 after selling out during the quarter.
C.T. Fitzpatrick sold 138 Markel Group shares in Q2 2016, an estimated $123K.
C.T. Fitzpatrick first reported a position in Markel Group in Q1 2016 and held it in 1 quarter.
C.T. Fitzpatrick's Markel Group position peaked at $123K in Q1 2016.
433 funds tracked by Wall St. Rank held Markel Group as of Q2 2016.

Based on Vulcan Value Partners's 13F filing for Q2 2016, filed 15 Aug 2016.