DCM
MKL icon

Dynamic Capital Management’s Markel Group MKL Stock Holding History

Dynamic Capital 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
2018
Q1 		– Sell
-480
Closed -$547K – 187
2017
Q4 		$547K Buy
+480
New +$525K 0.19% 139
2017
Q2 		– Sell
-1,668
Closed -$1.63M – 291
2017
Q1 		$1.63M Sell
1,668
-31
-2% -$29.3K 0.26% 108
2016
Q4 		$1.54M Buy
1,699
+1,135
+201% +$1.01M 0.16% 211
2016
Q3 		$524K Sell
564
-1,036
-65% -$967K 0.07% 289
2016
Q2 		$1.52M Buy
1,600
+720
+82% +$670K 0.18% 202
2016
Q1 		$785K Buy
+880
New +$756K 0.29% 91

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
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
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dynamic Capital Management's MKL Position: Q1 2018 in Review

Dynamic Capital Management sold out of Markel Group (MKL) in Q1 2018, closing a stake of 480 shares — an estimated $547K sold.

Dynamic Capital Management first reported a position in MKL in Q1 2016 and held it in 6 quarters. The position peaked at $1.63M in Q1 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Dynamic Capital Management reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Dynamic Capital Management sold 480 Markel Group shares in Q1 2018, an estimated $547K.
  • Dynamic Capital Management first reported a position in Markel Group in Q1 2016 and held it in 6 quarters.
  • Dynamic Capital Management's Markel Group position peaked at $1.63M in Q1 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Dynamic Capital Management's 13F filing for Q1 2018, filed 14 May 2018.