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Invictus RG (Singapore)’s Markel Group MKL Stock Holding History

Invictus RG (Singapore)’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 		– Sell
-346
Closed -$277K – 666
2015
Q2 		$277K Buy
+346
New +$269K 0.26% 138
2013
Q3 		– Sell
-286
Closed -$151K – 639
2013
Q2 		$151K Buy
+286
New +$150K 0.17% 205

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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Invictus RG (Singapore)'s MKL Position: Q3 2015 in Review

Invictus RG (Singapore) sold out of Markel Group (MKL) in Q3 2015, closing a stake of 346 shares — an estimated $277K sold.

Invictus RG (Singapore) first reported a position in MKL in Q2 2013 and held it in 2 quarters. The position peaked at $277K in Q2 2015. 352 funds tracked by Wall St. Rank hold MKL as of Q3 2015.

  • Invictus RG (Singapore) reported no remaining Markel Group position as of Q3 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 346 Markel Group shares in Q3 2015, an estimated $277K.
  • Invictus RG (Singapore) first reported a position in Markel Group in Q2 2013 and held it in 2 quarters.
  • Invictus RG (Singapore)'s Markel Group position peaked at $277K in Q2 2015.
  • 352 funds tracked by Wall St. Rank held Markel Group as of Q3 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q3 2015, filed 13 Nov 2015.