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Grey Owl Capital Management’s Markel Group MKL Stock Holding History

Grey Owl Capital Management’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
Q3 		$6.3M Sell
9,900
-750
-7% -$484K 7.94% 3
2014
Q2 		$6.98M Sell
10,650
-514
-5% -$324K 7.68% 2
2014
Q1 		$6.66M Buy
11,164
+2,438
+28% +$1.39M 7.67% 3
2013
Q4 		$5.06M Buy
+8,726
New +$4.74M 6.66% 3

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Grey Owl Capital Management's MKL Position: Q3 2014 in Review

Grey Owl Capital Management reduced its Markel Group (MKL) stake by 7% in Q3 2014, selling an estimated $484K and leaving 9,900 shares worth $6.3M. The position accounts for 7.94% of the portfolio, ranked #3.

Grey Owl Capital Management first reported a position in MKL in Q4 2013 and has held it in 4 quarters since. The position peaked at $6.98M in Q2 2014. 299 funds tracked by Wall St. Rank hold MKL as of Q3 2014.

  • Grey Owl Capital Management held 9,900 shares of Markel Group worth $6.3M as of Q3 2014.
  • Grey Owl Capital Management sold 750 Markel Group shares in Q3 2014, an estimated $484K.
  • Markel Group made up 7.94% of Grey Owl Capital Management's portfolio in Q3 2014, its #3 holding.
  • Grey Owl Capital Management first reported a position in Markel Group in Q4 2013 and has held it in 4 quarters since.
  • Grey Owl Capital Management's Markel Group position peaked at $6.98M in Q2 2014.
  • 299 funds tracked by Wall St. Rank held Markel Group as of Q3 2014.

Based on Grey Owl Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.