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Haberer Registered Investment Advisor’s Markel Group MKL Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$77K Hold
100
– – 0.05% 107
2014
Q4 		$68K Hold
100
– – 0.04% 120
2014
Q3 		$64K Hold
100
– – 0.03% 134
2014
Q2 		$66K Hold
100
– – 0.03% 138
2014
Q1 		$60K Hold
100
– – 0.03% 142
2013
Q4 		$58K Hold
100
– – 0.02% 145
2013
Q3 		$52K Hold
100
– – 0.02% 155
2013
Q2 		$53K Buy
+100
New +$52.4K 0.01% 183

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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

Haberer Registered Investment Advisor's MKL Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Markel Group (MKL) position steady in Q1 2015 at 100 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #107.

Haberer Registered Investment Advisor first reported a position in MKL in Q2 2013 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold MKL as of Q1 2015.

  • Haberer Registered Investment Advisor held 100 shares of Markel Group worth $77K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Markel Group share count unchanged in Q1 2015.
  • Markel Group made up 0.05% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #107 holding.
  • Haberer Registered Investment Advisor first reported a position in Markel Group in Q2 2013 and has held it in 8 quarters since.
  • 307 funds tracked by Wall St. Rank held Markel Group as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.