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High Point Bank & Trust’s Markel Group MKL Stock Holding History

High Point Bank & Trust’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
Q4 		$41K Hold
45
– – 0.01% 238
2016
Q3 		$42K Hold
45
– – 0.01% 245
2016
Q2 		$43K Hold
45
– – 0.01% 236
2016
Q1 		$40K Buy
+45
New +$38.7K 0.01% 242

Other funds holding MKL

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
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

High Point Bank & Trust's MKL Position: Q4 2016 in Review

High Point Bank & Trust held its Markel Group (MKL) position steady in Q4 2016 at 45 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #238.

High Point Bank & Trust first reported a position in MKL in Q1 2016 and has held it in 4 quarters since. The position peaked at $43K in Q2 2016. 425 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • High Point Bank & Trust held 45 shares of Markel Group worth $41K as of Q4 2016.
  • High Point Bank & Trust left its Markel Group share count unchanged in Q4 2016.
  • Markel Group made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #238 holding.
  • High Point Bank & Trust first reported a position in Markel Group in Q1 2016 and has held it in 4 quarters since.
  • High Point Bank & Trust's Markel Group position peaked at $43K in Q2 2016.
  • 425 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.