FIM
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FourPoints Investment Managers’s Markel Group MKL Stock Holding History

FourPoints Investment Managers’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
2019
Q4 		$6.53M Sell
5,715
-360
-6% -$410K 31% 1
2019
Q3 		$7.18M Sell
6,075
-200
-3% -$227K 28.73% 1
2019
Q2 		$6.84M Sell
6,275
-275
-4% -$288K 20.7% 2
2019
Q1 		$6.53M Buy
6,550
+200
+3% +$203K 22.23% 2
2018
Q4 		$6.59M Buy
+6,350
New +$6.94M 22.29% 2

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

FourPoints Investment Managers's MKL Position: Q4 2019 in Review

FourPoints Investment Managers reduced its Markel Group (MKL) stake by 5.9% in Q4 2019, selling an estimated $410K and leaving 5,715 shares worth $6.53M. The position accounts for 31% of the portfolio, ranked #1.

FourPoints Investment Managers first reported a position in MKL in Q4 2018 and has held it in 5 quarters since. The position peaked at $7.18M in Q3 2019. 570 funds tracked by Wall St. Rank hold MKL as of Q4 2019.

  • FourPoints Investment Managers held 5,715 shares of Markel Group worth $6.53M as of Q4 2019.
  • FourPoints Investment Managers sold 360 Markel Group shares in Q4 2019, an estimated $410K.
  • Markel Group made up 31% of FourPoints Investment Managers's portfolio in Q4 2019, its #1 holding.
  • FourPoints Investment Managers first reported a position in Markel Group in Q4 2018 and has held it in 5 quarters since.
  • FourPoints Investment Managers's Markel Group position peaked at $7.18M in Q3 2019.
  • 570 funds tracked by Wall St. Rank held Markel Group as of Q4 2019.

Based on FourPoints Investment Managers's 13F filing for Q4 2019, filed 14 Jan 2020.