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Hillsdale Investment Management’s Markel Group MKL Stock Holding History

Hillsdale 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
2015
Q4 		– Sell
-250
Closed -$200K – 554
2015
Q3 		$200K Sell
250
-100
-29% -$84.6K 0.07% 304
2015
Q2 		$280K Sell
350
-50
-13% -$38.9K 0.08% 277
2015
Q1 		$308K Hold
400
– – 0.08% 286
2014
Q4 		$273K Sell
400
-50
-11% -$33.9K 0.07% 270
2014
Q3 		$286K Sell
450
-250
-36% -$161K 0.09% 201
2014
Q2 		$459K Hold
700
– – 0.1% 108
2014
Q1 		$417K Buy
+700
New +$399K 0.12% 115

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Hillsdale Investment Management's MKL Position: Q4 2015 in Review

Hillsdale Investment Management sold out of Markel Group (MKL) in Q4 2015, closing a stake of 250 shares — an estimated $200K sold.

Hillsdale Investment Management first reported a position in MKL in Q1 2014 and held it in 7 quarters. The position peaked at $459K in Q2 2014. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Hillsdale Investment Management reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 250 Markel Group shares in Q4 2015, an estimated $200K.
  • Hillsdale Investment Management first reported a position in Markel Group in Q1 2014 and held it in 7 quarters.
  • Hillsdale Investment Management's Markel Group position peaked at $459K in Q2 2014.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Hillsdale Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.