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Detwiler Fenton Investment Management’s Markel Group MKL Stock Holding History

Detwiler Fenton Investment Management’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
2015
Q4 		$375K Buy
+424
New +$369K 1.94% 17
2015
Q2 		$351K Buy
439
+123
+39% +$95.7K 1.13% 27
2015
Q1 		$243K Buy
316
+5
+2% +$3.62K 0.26% 65
2014
Q4 		$212K Sell
311
-82
-21% -$55.6K 0.24% 65
2014
Q3 		$250K Buy
+393
New +$254K 0.24% 57

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Detwiler Fenton Investment Management's MKL Position: Q4 2015 in Review

Detwiler Fenton Investment Management opened a new position in Markel Group (MKL) in Q4 2015: 424 shares worth $375K. The stake represents 1.94% of the portfolio and ranks #17 among its holdings. This is a return to the name: Detwiler Fenton Investment Management previously reported a position in MKL as recently as Q2 2015.

Detwiler Fenton Investment Management first reported a position in MKL in Q3 2014 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Detwiler Fenton Investment Management held 424 shares of Markel Group worth $375K as of Q4 2015.
  • Markel Group was a new Detwiler Fenton Investment Management position in Q4 2015.
  • Markel Group made up 1.94% of Detwiler Fenton Investment Management's portfolio in Q4 2015, its #17 holding.
  • Detwiler Fenton Investment Management first reported a position in Markel Group in Q3 2014 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2015, filed 6 Jan 2016.