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Integrated Investment Consultants’s Markel Group MKL Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-63
Closed -$74K – 500
2018
Q1 		$74K Buy
+63
New +$70.9K 0.03% 372
2017
Q3 		$64K Hold
60
– – 0.03% 362
2017
Q2 		$59K Hold
60
– – 0.03% 372
2017
Q1 		$59K Hold
60
– – 0.03% 373
2016
Q4 		$54K Buy
60
+20
+50% +$17.8K 0.03% 372
2016
Q3 		$37K Buy
40
+4
+11% +$3.73K 0.02% 412
2016
Q2 		$34K Buy
36
+20
+125% +$18.6K 0.02% 433
2016
Q1 		$14K Buy
+16
New +$13.8K 0.01% 479

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Investment Consultants's MKL Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Markel Group (MKL) in Q2 2018, closing a stake of 63 shares — an estimated $74K sold.

Integrated Investment Consultants first reported a position in MKL in Q1 2016 and held it in 8 quarters. The position peaked at $74K in Q1 2018. 495 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 63 Markel Group shares in Q2 2018, an estimated $74K.
  • Integrated Investment Consultants first reported a position in Markel Group in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's Markel Group position peaked at $74K in Q1 2018.
  • 495 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.