Gratus Capital’s Markel Group MKL Stock Holding History

Gratus Capital’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 Q2	–	Sell	-364	Closed	-$426K	–	172
2018 Q1	$426K	Hold	364	–	–	0.06%	138
2017 Q4	$415K	Sell	364 -9	-2%	-$9.84K	0.05%	142
2017 Q3	$398K	Sell	373 -2	-0.5%	-$2.07K	0.06%	144
2017 Q2	$366K	Sell	375 -10	-3%	-$9.71K	0.05%	145
2017 Q1	$376K	Hold	385	–	–	0.05%	141
2016 Q4	$348K	Buy	385 +28	+8%	+$25K	0.05%	145
2016 Q3	$332K	Hold	357	–	–	0.05%	147
2016 Q2	$340K	Buy	+357	New	+$332K	0.05%	149

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gratus Capital's MKL Position: Q2 2018 in Review

Gratus Capital sold out of Markel Group (MKL) in Q2 2018, closing a stake of 364 shares — an estimated $426K sold.

Gratus Capital first reported a position in MKL in Q2 2016 and held it in 8 quarters. The position peaked at $426K in Q1 2018. 495 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

Gratus Capital reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
Gratus Capital sold 364 Markel Group shares in Q2 2018, an estimated $426K.
Gratus Capital first reported a position in Markel Group in Q2 2016 and held it in 8 quarters.
Gratus Capital's Markel Group position peaked at $426K in Q1 2018.
495 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Gratus Capital's 13F filing for Q2 2018, filed 13 Aug 2018.