EAM
MKL icon

Edge Asset Management’s Markel Group MKL Stock Holding History

Edge Asset 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
2017
Q1 		$9.55M Hold
9,785
– – 0.07% 208
2016
Q4 		$8.85M Buy
9,785
+19
+0.2% +$16.9K 0.07% 216
2016
Q3 		$9.07M Sell
9,766
-172
-2% -$160K 0.08% 222
2016
Q2 		$9.47M Buy
9,938
+3,343
+51% +$3.11M 0.08% 214
2016
Q1 		$5.88M Buy
6,595
+304
+5% +$261K 0.06% 226
2015
Q4 		$5.56M Sell
6,291
-236
-4% -$205K 0.05% 240
2015
Q3 		$5.23M Buy
6,527
+5,760
+751% +$4.87M 0.05% 232
2015
Q2 		$614K Hold
767
– – 0.01% 267
2015
Q1 		$590K Sell
767
-75
-9% -$54.2K 0.01% 276
2014
Q4 		$575K Buy
842
+400
+90% +$271K 0.01% 280
2014
Q3 		$281K Hold
442
– – ﹤0.01% 295
2014
Q2 		$290K Hold
442
– – ﹤0.01% 294
2014
Q1 		$263K Hold
442
– – ﹤0.01% 296
2013
Q4 		$257K Hold
442
– – ﹤0.01% 296
2013
Q3 		$229K Buy
+442
New +$232K ﹤0.01% 300

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

Edge Asset Management's MKL Position: Q1 2017 in Review

Edge Asset Management held its Markel Group (MKL) position steady in Q1 2017 at 9,785 shares worth $9.55M. The position accounts for 0.07% of the portfolio, ranked #208.

Edge Asset Management first reported a position in MKL in Q3 2013 and has held it in 15 quarters since. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

  • Edge Asset Management held 9,785 shares of Markel Group worth $9.55M as of Q1 2017.
  • Edge Asset Management left its Markel Group share count unchanged in Q1 2017.
  • Markel Group made up 0.07% of Edge Asset Management's portfolio in Q1 2017, its #208 holding.
  • Edge Asset Management first reported a position in Markel Group in Q3 2013 and has held it in 15 quarters since.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.