DAC
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Dividend Assets Capital’s Markel Group MKL Stock Holding History

Dividend Assets Capital’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
-250
Closed -$271K – 175
2018
Q2 		$271K Hold
250
– – 0.04% 157
2018
Q1 		$293K Hold
250
– – 0.01% 147
2017
Q4 		$284K Hold
250
– – 0.01% 144
2017
Q3 		$267K Sell
250
-5
-2% -$5.17K 0.01% 147
2017
Q2 		$249K Sell
255
-20
-7% -$19.4K 0.01% 145
2017
Q1 		$268K Sell
275
-130
-32% -$123K 0.01% 138
2016
Q4 		$366K Sell
405
-5
-1% -$4.46K 0.01% 114
2016
Q3 		$381K Sell
410
-20
-5% -$18.7K 0.01% 100
2016
Q2 		$410K Hold
430
– – 0.01% 97
2016
Q1 		$383K Hold
430
– – 0.01% 100
2015
Q4 		$380K Buy
430
+25
+6% +$21.8K 0.01% 103
2015
Q3 		$325K Hold
405
– – 0.01% 112
2015
Q2 		$324K Hold
405
– – 0.01% 119
2015
Q1 		$311K Buy
405
+105
+35% +$75.9K 0.01% 121
2014
Q4 		$205K Buy
+300
New +$203K ﹤0.01% 145

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return