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Foundation Asset Management’s Markel Group MKL Stock Holding History

Foundation 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
2018
Q1 		– Sell
-6,000
Closed -$6.83M – 24
2017
Q4 		$6.83M Buy
+6,000
New +$6.56M 2.06% 21

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

Foundation Asset Management's MKL Position: Q1 2018 in Review

Foundation Asset Management sold out of Markel Group (MKL) in Q1 2018, closing a stake of 6,000 shares — an estimated $6.83M sold.

Foundation Asset Management first reported a position in MKL in Q4 2017 and held it in 1 quarter. The position peaked at $6.83M in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Foundation Asset Management reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Foundation Asset Management sold 6,000 Markel Group shares in Q1 2018, an estimated $6.83M.
  • Foundation Asset Management first reported a position in Markel Group in Q4 2017 and held it in 1 quarter.
  • Foundation Asset Management's Markel Group position peaked at $6.83M in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Foundation Asset Management's 13F filing for Q1 2018, filed 15 May 2018.