Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HIM
Hermes Investment Management’s
Markel Group
MKL
Stock Holding History
Hermes Investment Management’s Portfolio
MKL Stock Details
MKL Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
ACM
AKRE Capital Management
Middleburg, Virginia
$6.12B 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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
DC
Davenport & Co
Richmond, Virginia
$19.6B AUM
18.11%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close