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Foresters Investment Management’s Markel Group MKL Stock Holding History

Foresters Investment 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
-731
Closed -$833K – 500
2017
Q4 		$833K Buy
731
+119
+19% +$130K 0.01% 359
2017
Q3 		$654K Buy
612
+164
+37% +$170K 0.01% 361
2017
Q2 		$437K Buy
+448
New +$435K 0.01% 383

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return

Foresters Investment Management's MKL Position: Q1 2018 in Review

Foresters Investment Management sold out of Markel Group (MKL) in Q1 2018, closing a stake of 731 shares — an estimated $833K sold.

Foresters Investment Management first reported a position in MKL in Q2 2017 and held it in 3 quarters. The position peaked at $833K in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Foresters Investment Management reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 731 Markel Group shares in Q1 2018, an estimated $833K.
  • Foresters Investment Management first reported a position in Markel Group in Q2 2017 and held it in 3 quarters.
  • Foresters Investment Management's Markel Group position peaked at $833K in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.