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EdgePoint Investment Group’s Markel Group MKL Stock Holding History

EdgePoint Investment Group’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 		– Sell
-137,314
Closed -$110M – 43
2015
Q3 		$110M Sell
137,314
-23,460
-15% -$19.8M 2.19% 20
2015
Q2 		$129M Sell
160,774
-4,639
-3% -$3.61M 2.5% 18
2015
Q1 		$127M Sell
165,413
-24,188
-13% -$17.5M 2.81% 15
2014
Q4 		$129M Sell
189,601
-2,297
-1% -$1.56M 3.16% 14
2014
Q3 		$122M Sell
191,898
-10,445
-5% -$6.74M 3.09% 17
2014
Q2 		$133M Sell
202,343
-3,404
-2% -$2.14M 3.07% 17
2014
Q1 		$123M Buy
205,747
+111,326
+118% +$63.4M 2.86% 17
2013
Q4 		$54.8M Buy
+94,421
New +$51.2M 1.42% 26

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 $5.12B AUM 19.08% 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 $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

EdgePoint Investment Group's MKL Position: Q4 2015 in Review

EdgePoint Investment Group sold out of Markel Group (MKL) in Q4 2015, closing a stake of 137,314 shares — an estimated $110M sold.

EdgePoint Investment Group first reported a position in MKL in Q4 2013 and held it in 8 quarters. The position peaked at $133M in Q2 2014. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • EdgePoint Investment Group reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • EdgePoint Investment Group sold 137,314 Markel Group shares in Q4 2015, an estimated $110M.
  • EdgePoint Investment Group first reported a position in Markel Group in Q4 2013 and held it in 8 quarters.
  • EdgePoint Investment Group's Markel Group position peaked at $133M in Q2 2014.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on EdgePoint Investment Group's 13F filing for Q4 2015, filed 10 Feb 2016.