HK
MKL icon

Horizon Kinetics’s Markel Group MKL Stock Holding History

Horizon Kinetics’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
Q4 		$20.9M Sell
20,138
-546
-3% -$597K 0.68% 22
2018
Q3 		$24.6M Sell
20,684
-123
-0.6% -$145K 0.6% 24
2018
Q2 		$22.6M Sell
20,807
-61
-0.3% -$68.9K 0.58% 25
2018
Q1 		$24.4M Sell
20,868
-54
-0.3% -$60.8K 0.71% 24
2017
Q4 		$23.8M Sell
20,922
-44
-0.2% -$48.1K 0.7% 25
2017
Q3 		$22.4M Sell
20,966
-257
-1% -$266K 0.66% 26
2017
Q2 		$20.7M Sell
21,223
-571
-3% -$554K 0.68% 27
2017
Q1 		$21.3M Sell
21,794
-174
-0.8% -$164K 0.67% 29
2016
Q4 		$19.9M Sell
21,968
-276
-1% -$246K 0.64% 28
2016
Q3 		$20.7M Sell
22,244
-390
-2% -$364K 0.58% 31
2016
Q2 		$21.6M Sell
22,634
-442
-2% -$412K 0.54% 34
2016
Q1 		$20.6M Sell
23,076
-1,895
-8% -$1.63M 0.51% 36
2015
Q4 		$22.1M Sell
24,971
-2,676
-10% -$2.33M 0.48% 37
2015
Q3 		$22.2M Sell
27,647
-2,088
-7% -$1.77M 0.4% 41
2015
Q2 		$23.8M Sell
29,735
-307
-1% -$239K 0.34% 46
2015
Q1 		$23.1M Sell
30,042
-41
-0.1% -$29.6K 0.32% 50
2014
Q4 		$20.5M Sell
30,083
-90
-0.3% -$61K 0.28% 62
2014
Q3 		$19.2M Sell
30,173
-56
-0.2% -$36.1K 0.25% 60
2014
Q2 		$19.8M Sell
30,229
-2,707
-8% -$1.71M 0.25% 52
2014
Q1 		$19.6M Sell
32,936
-4,028
-11% -$2.29M 0.25% 52
2013
Q4 		$21.5M Sell
36,964
-2,997
-7% -$1.63M 0.27% 49
2013
Q3 		$20.7M Sell
39,961
-190
-0.5% -$99.8K 0.28% 48
2013
Q2 		$21.2M Buy
+40,151
New +$21M 0.31% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Horizon Kinetics's MKL Position: Q4 2018 in Review

Horizon Kinetics reduced its Markel Group (MKL) stake by 2.6% in Q4 2018, selling an estimated $597K and leaving 20,138 shares worth $20.9M. The position accounts for 0.68% of the portfolio, ranked #22.

Horizon Kinetics first reported a position in MKL in Q2 2013 and has held it in 23 quarters since. The position peaked at $24.6M in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Horizon Kinetics held 20,138 shares of Markel Group worth $20.9M as of Q4 2018.
  • Horizon Kinetics sold 546 Markel Group shares in Q4 2018, an estimated $597K.
  • Markel Group made up 0.68% of Horizon Kinetics's portfolio in Q4 2018, its #22 holding.
  • Horizon Kinetics first reported a position in Markel Group in Q2 2013 and has held it in 23 quarters since.
  • Horizon Kinetics's Markel Group position peaked at $24.6M in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.