HHGA
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Halbert Hargrove Global Advisors’s Markel Group MKL Stock Holding History

Halbert Hargrove Global Advisors’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
2016
Q1 		– Sell
-301
Closed -$266K – 92
2015
Q4 		$266K Sell
301
-11
-4% -$9.57K 0.11% 72
2015
Q3 		$250K Sell
312
-358
-53% -$303K 0.12% 74
2015
Q2 		$536K Sell
670
-38
-5% -$29.6K 0.13% 74
2015
Q1 		$544K Buy
708
+357
+102% +$258K 0.17% 74
2014
Q4 		$240K Sell
351
-17
-5% -$11.5K 0.12% 114
2014
Q3 		$234K Buy
+368
New +$237K 0.06% 123

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Halbert Hargrove Global Advisors's MKL Position: Q1 2016 in Review

Halbert Hargrove Global Advisors sold out of Markel Group (MKL) in Q1 2016, closing a stake of 301 shares — an estimated $266K sold.

Halbert Hargrove Global Advisors first reported a position in MKL in Q3 2014 and held it in 6 quarters. The position peaked at $544K in Q1 2015. 407 funds tracked by Wall St. Rank hold MKL as of Q1 2016.

  • Halbert Hargrove Global Advisors reported no remaining Markel Group position as of Q1 2016 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 301 Markel Group shares in Q1 2016, an estimated $266K.
  • Halbert Hargrove Global Advisors first reported a position in Markel Group in Q3 2014 and held it in 6 quarters.
  • Halbert Hargrove Global Advisors's Markel Group position peaked at $544K in Q1 2015.
  • 407 funds tracked by Wall St. Rank held Markel Group as of Q1 2016.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2016, filed 12 May 2016.