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Grace & White Inc’s Markel Group MKL Stock Holding History

Grace & White Inc’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
2014
Q2 		– Sell
-997
Closed -$594K – 141
2014
Q1 		$594K Sell
997
-2,637
-73% -$1.5M 0.12% 107
2013
Q4 		$2.11M Sell
3,634
-8,952
-71% -$4.86M 0.41% 74
2013
Q3 		$6.52M Sell
12,586
-331
-3% -$174K 1.3% 24
2013
Q2 		$6.81M Buy
+12,917
New +$6.76M 1.42% 21

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Vanguard Group
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Grace & White Inc's MKL Position: Q2 2014 in Review

Grace & White Inc sold out of Markel Group (MKL) in Q2 2014, closing a stake of 997 shares — an estimated $594K sold.

Grace & White Inc first reported a position in MKL in Q2 2013 and held it in 4 quarters. The position peaked at $6.81M in Q2 2013. 287 funds tracked by Wall St. Rank hold MKL as of Q2 2014.

  • Grace & White Inc reported no remaining Markel Group position as of Q2 2014 after selling out during the quarter.
  • Grace & White Inc sold 997 Markel Group shares in Q2 2014, an estimated $594K.
  • Grace & White Inc first reported a position in Markel Group in Q2 2013 and held it in 4 quarters.
  • Grace & White Inc's Markel Group position peaked at $6.81M in Q2 2013.
  • 287 funds tracked by Wall St. Rank held Markel Group as of Q2 2014.

Based on Grace & White Inc's 13F filing for Q2 2014, filed 23 Jul 2014.