Girard Partners’s Markel Group MKL Stock Holding History

Girard Partners’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 Q4	–	Sell	-84	Closed	-$99K	–	577
2018 Q3	$99K	Buy	+84	New	+$98.9K	0.02%	324

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Girard Partners's MKL Position: Q4 2018 in Review

Girard Partners sold out of Markel Group (MKL) in Q4 2018, closing a stake of 84 shares — an estimated $99K sold.

Girard Partners first reported a position in MKL in Q3 2018 and held it in 1 quarter. The position peaked at $99K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

Girard Partners reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 84 Markel Group shares in Q4 2018, an estimated $99K.
Girard Partners first reported a position in Markel Group in Q3 2018 and held it in 1 quarter.
Girard Partners's Markel Group position peaked at $99K in Q3 2018.
522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.