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Hermes Investment Management’s Markel Group MKL Stock Holding History

Hermes Investment 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
2018
Q2 		$1.29M Sell
1,190
-18
-1% -$20.3K 0.02% 165
2018
Q1 		$1.41M Sell
1,208
-210
-15% -$236K 0.02% 164
2017
Q4 		$1.61M Buy
1,418
+98
+7% +$107K 0.02% 159
2017
Q3 		$1.41M Sell
1,320
-1
-0.1% -$1.03K 0.02% 155
2017
Q2 		$1.29M Buy
+1,321
New +$1.28M 0.02% 152
2017
Q1 		– Sell
-24,173
Closed -$21.9M – 202
2016
Q4 		$21.9M Buy
24,173
+9,041
+60% +$8.06M 0.37% 104
2016
Q3 		$14.1M Hold
15,132
– – 0.24% 127
2016
Q2 		$14.4M Sell
15,132
-32,376
-68% -$30.1M 0.29% 107
2016
Q1 		$42.9M Sell
47,508
-4,838
-9% -$4.16M 0.9% 28
2015
Q4 		$46.2M Buy
52,346
+2,972
+6% +$2.59M 1.04% 23
2015
Q3 		$39.6M Buy
49,374
+5,618
+13% +$4.75M 1.02% 24
2015
Q2 		$35M Buy
43,756
+592
+1% +$460K 0.79% 42
2015
Q1 		$33.2M Buy
43,164
+6,780
+19% +$4.9M 0.77% 41
2014
Q4 		$24.8M Sell
36,384
-11,741
-24% -$7.96M 0.64% 62
2014
Q3 		$30.6M Buy
48,125
+1,047
+2% +$675K 0.79% 52
2014
Q2 		$30.9M Sell
47,078
-9,757
-17% -$6.15M 0.85% 47
2014
Q1 		$33.9M Sell
56,835
-1,949
-3% -$1.11M 1.07% 42
2013
Q4 		$34.1M Buy
58,784
+11,853
+25% +$6.43M 1.04% 43
2013
Q3 		$24.3M Buy
46,931
+5,932
+14% +$3.12M 0.82% 64
2013
Q2 		$21.6M Buy
+40,999
New +$21.5M 0.84% 55

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hermes Investment Management's MKL Position: Q2 2018 in Review

Hermes Investment Management reduced its Markel Group (MKL) stake by 1.5% in Q2 2018, selling an estimated $20.3K and leaving 1,190 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #165.

Hermes Investment Management first reported a position in MKL in Q2 2013 and has held it in 20 quarters since. The position peaked at $46.2M in Q4 2015. 495 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Hermes Investment Management held 1,190 shares of Markel Group worth $1.29M as of Q2 2018.
  • Hermes Investment Management sold 18 Markel Group shares in Q2 2018, an estimated $20.3K.
  • Markel Group made up 0.02% of Hermes Investment Management's portfolio in Q2 2018, its #165 holding.
  • Hermes Investment Management first reported a position in Markel Group in Q2 2013 and has held it in 20 quarters since.
  • Hermes Investment Management's Markel Group position peaked at $46.2M in Q4 2015.
  • 495 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.