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Geneva Advisors’s Markel Group MKL Stock Holding History

Geneva Advisors’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
Q2 		– Sell
-257
Closed -$229K – 738
2016
Q1 		$229K Sell
257
-41
-14% -$35.2K ﹤0.01% 589
2015
Q4 		$263K Buy
298
+12
+4% +$10.4K 0.01% 529
2015
Q3 		$229K Hold
286
– – ﹤0.01% 540
2015
Q2 		$229K Buy
+286
New +$222K ﹤0.01% 578

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 $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Geneva Advisors's MKL Position: Q2 2016 in Review

Geneva Advisors sold out of Markel Group (MKL) in Q2 2016, closing a stake of 257 shares — an estimated $229K sold.

Geneva Advisors first reported a position in MKL in Q2 2015 and held it in 4 quarters. The position peaked at $263K in Q4 2015. 433 funds tracked by Wall St. Rank hold MKL as of Q2 2016.

  • Geneva Advisors reported no remaining Markel Group position as of Q2 2016 after selling out during the quarter.
  • Geneva Advisors sold 257 Markel Group shares in Q2 2016, an estimated $229K.
  • Geneva Advisors first reported a position in Markel Group in Q2 2015 and held it in 4 quarters.
  • Geneva Advisors's Markel Group position peaked at $263K in Q4 2015.
  • 433 funds tracked by Wall St. Rank held Markel Group as of Q2 2016.

Based on Geneva Advisors's 13F filing for Q2 2016, filed 8 Aug 2016.