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Integrated Wealth Counsel’s Markel Group MKL Stock Holding History

Integrated Wealth Counsel’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
Q2 		– Sell
-68
Closed -$52K – 90
2015
Q1 		$52K Hold
68
– – 0.07% 57
2014
Q4 		$46K Hold
68
– – 0.06% 58
2014
Q3 		$43K Hold
68
– – 0.04% 62
2014
Q2 		$45K Hold
68
– – 0.04% 77
2014
Q1 		$41K Hold
68
– – 0.03% 102
2013
Q4 		$39K Hold
68
– – 0.03% 109
2013
Q3 		$35.2K Hold
68
– – 0.03% 115
2013
Q2 		$36K Buy
+68
New +$35.6K 0.03% 116

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Integrated Wealth Counsel's MKL Position: Q2 2015 in Review

Integrated Wealth Counsel sold out of Markel Group (MKL) in Q2 2015, closing a stake of 68 shares — an estimated $52K sold.

Integrated Wealth Counsel first reported a position in MKL in Q2 2013 and held it in 8 quarters. The position peaked at $52K in Q1 2015. 331 funds tracked by Wall St. Rank hold MKL as of Q2 2015.

  • Integrated Wealth Counsel reported no remaining Markel Group position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Counsel sold 68 Markel Group shares in Q2 2015, an estimated $52K.
  • Integrated Wealth Counsel first reported a position in Markel Group in Q2 2013 and held it in 8 quarters.
  • Integrated Wealth Counsel's Markel Group position peaked at $52K in Q1 2015.
  • 331 funds tracked by Wall St. Rank held Markel Group as of Q2 2015.

Based on Integrated Wealth Counsel's 13F filing for Q2 2015, filed 4 Aug 2015.