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GAM Systematic’s Markel Group MKL Stock Holding History

GAM Systematic’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
2016
Q3 		– Sell
-1,089
Closed -$1.04M – 660
2016
Q2 		$1.04M Buy
1,089
+876
+411% +$816K 0.25% 134
2016
Q1 		$190K Buy
+213
New +$183K 0.05% 471
2015
Q2 		– Sell
-222
Closed -$171K – 392
2015
Q1 		$171K Buy
+222
New +$160K 0.02% 346

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

GAM Systematic's MKL Position: Q3 2016 in Review

GAM Systematic sold out of Markel Group (MKL) in Q3 2016, closing a stake of 1,089 shares — an estimated $1.04M sold.

GAM Systematic first reported a position in MKL in Q1 2015 and held it in 3 quarters. The position peaked at $1.04M in Q2 2016. 420 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • GAM Systematic reported no remaining Markel Group position as of Q3 2016 after selling out during the quarter.
  • GAM Systematic sold 1,089 Markel Group shares in Q3 2016, an estimated $1.04M.
  • GAM Systematic first reported a position in Markel Group in Q1 2015 and held it in 3 quarters.
  • GAM Systematic's Markel Group position peaked at $1.04M in Q2 2016.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on GAM Systematic's 13F filing for Q3 2016, filed 14 Nov 2016.