Delphi Private Advisors’s Markel Group MKL Stock Holding History

Delphi Private 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
2017 Q1	–	Sell	-9	Closed	-$8K	–	227
2016 Q4	$8K	Hold	9	–	–	0.01%	114
2016 Q3	$8K	Sell	9 -14	-61%	-$13.1K	0.01%	126
2016 Q2	$22K	Sell	23 -3	-12%	-$2.79K	0.04%	82
2016 Q1	$23K	Hold	26	–	–	0.04%	88
2015 Q4	$23K	Buy	+26	New	+$22.6K	0.04%	95

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

DSA

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

Delphi Private Advisors's MKL Position: Q1 2017 in Review

Delphi Private Advisors sold out of Markel Group (MKL) in Q1 2017, closing a stake of 9 shares — an estimated $8K sold.

Delphi Private Advisors first reported a position in MKL in Q4 2015 and held it in 5 quarters. The position peaked at $23K in Q1 2016. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

Delphi Private Advisors reported no remaining Markel Group position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 9 Markel Group shares in Q1 2017, an estimated $8K.
Delphi Private Advisors first reported a position in Markel Group in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Markel Group position peaked at $23K in Q1 2016.
420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.