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Exchange Capital Management’s Markel Group MKL Stock Holding History

Exchange 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
Q4 		– Sell
-12
Closed -$14K – 214
2018
Q3 		$14K Hold
12
– – ﹤0.01% 222
2018
Q2 		$13K Hold
12
– – ﹤0.01% 209
2018
Q1 		$14K Buy
+12
New +$13.5K ﹤0.01% 185
2015
Q1 		– Sell
-6
Closed -$4K – 236
2014
Q4 		$4K Buy
+6
New +$4.07K ﹤0.01% 218

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Exchange Capital Management's MKL Position: Q4 2018 in Review

Exchange Capital Management sold out of Markel Group (MKL) in Q4 2018, closing a stake of 12 shares — an estimated $14K sold.

Exchange Capital Management first reported a position in MKL in Q4 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Exchange Capital Management reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 12 Markel Group shares in Q4 2018, an estimated $14K.
  • Exchange Capital Management first reported a position in Markel Group in Q4 2014 and held it in 4 quarters.
  • Exchange Capital Management's Markel Group position peaked at $14K in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.