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Invictus RG’s Markel Group MKL Stock Holding History

Invictus RG’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
2017
Q4 		– Sell
-250
Closed -$267K – 397
2017
Q3 		$267K Buy
+250
New +$259K 0.24% 190
2017
Q2 		– Sell
-592
Closed -$578K – 749
2017
Q1 		$578K Buy
+592
New +$560K 0.39% 31
2016
Q3 		– Sell
-236
Closed -$225K – 745
2016
Q2 		$225K Buy
+236
New +$220K 0.24% 159

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invictus RG's MKL Position: Q4 2017 in Review

Invictus RG sold out of Markel Group (MKL) in Q4 2017, closing a stake of 250 shares — an estimated $267K sold.

Invictus RG first reported a position in MKL in Q2 2016 and held it in 3 quarters. The position peaked at $578K in Q1 2017. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • Invictus RG reported no remaining Markel Group position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 250 Markel Group shares in Q4 2017, an estimated $267K.
  • Invictus RG first reported a position in Markel Group in Q2 2016 and held it in 3 quarters.
  • Invictus RG's Markel Group position peaked at $578K in Q1 2017.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.