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Index Management Solutions’s Markel Group MKL Stock Holding History

Index Management Solutions’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
Q3 		$114K Buy
142
+10
+8% +$8.46K 0.11% 51
2015
Q2 		$106K Buy
132
+77
+140% +$59.9K 0.1% 85
2015
Q1 		$42K Buy
+55
New +$39.8K 0.03% 158
2014
Q3 		– Sell
-1,457
Closed -$955K – 1116
2014
Q2 		$955K Buy
1,457
+1,367
+1,519% +$861K 0.12% 158
2014
Q1 		$54K Buy
+90
New +$51.3K 0.01% 778

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $204B AUM 27.99% 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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Index Management Solutions's MKL Position: Q3 2015 in Review

Index Management Solutions increased its Markel Group (MKL) stake by 7.6% in Q3 2015, buying an estimated $8.46K and bringing the position to 142 shares worth $114K. The position accounts for 0.11% of the portfolio, ranked #51.

Index Management Solutions first reported a position in MKL in Q1 2014 and has held it in 5 quarters since. The position peaked at $955K in Q2 2014. 352 funds tracked by Wall St. Rank hold MKL as of Q3 2015.

  • Index Management Solutions held 142 shares of Markel Group worth $114K as of Q3 2015.
  • Index Management Solutions bought 10 Markel Group shares in Q3 2015, an estimated $8.46K.
  • Markel Group made up 0.11% of Index Management Solutions's portfolio in Q3 2015, its #51 holding.
  • Index Management Solutions first reported a position in Markel Group in Q1 2014 and has held it in 5 quarters since.
  • Index Management Solutions's Markel Group position peaked at $955K in Q2 2014.
  • 352 funds tracked by Wall St. Rank held Markel Group as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.