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F&C Asset Management’s Markel Group MKL Stock Holding History

F&C 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
2014
Q1 		$13.1M Sell
21,922
-8,605
-28% -$4.9M 0.17% 189
2013
Q4 		$17.7M Sell
30,527
-1,166
-4% -$633K 0.22% 144
2013
Q3 		$16.4M Buy
31,693
+6,360
+25% +$3.34M 0.21% 146
2013
Q2 		$13.3M Buy
+25,333
New +$13.3M 0.18% 177

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

F&C Asset Management's MKL Position: Q1 2014 in Review

F&C Asset Management reduced its Markel Group (MKL) stake by 28% in Q1 2014, selling an estimated $4.9M and leaving 21,922 shares worth $13.1M. The position accounts for 0.17% of the portfolio, ranked #189.

F&C Asset Management first reported a position in MKL in Q2 2013 and has held it in 4 quarters since. The position peaked at $17.7M in Q4 2013. 290 funds tracked by Wall St. Rank hold MKL as of Q1 2014.

  • F&C Asset Management held 21,922 shares of Markel Group worth $13.1M as of Q1 2014.
  • F&C Asset Management sold 8,605 Markel Group shares in Q1 2014, an estimated $4.9M.
  • Markel Group made up 0.17% of F&C Asset Management's portfolio in Q1 2014, its #189 holding.
  • F&C Asset Management first reported a position in Markel Group in Q2 2013 and has held it in 4 quarters since.
  • F&C Asset Management's Markel Group position peaked at $17.7M in Q4 2013.
  • 290 funds tracked by Wall St. Rank held Markel Group as of Q1 2014.

Based on F&C Asset Management's 13F filing for Q1 2014, filed 14 May 2014.