IronBridge Capital Management’s Markel Group MKL Stock Holding History

IronBridge Capital Management’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 Q1	$11.2M	Sell	11,510 -2,352	-17%	-$2.22M	0.68%	56
2016 Q4	$12.5M	Sell	13,862 -100	-0.7%	-$89.2K	0.56%	60
2016 Q3	$13M	Sell	13,962 -2,130	-13%	-$1.99M	0.59%	52
2016 Q2	$15.3M	Sell	16,092 -11,225	-41%	-$10.5M	0.67%	46
2016 Q1	$24.4M	Sell	27,317 -212	-0.8%	-$182K	0.98%	34
2015 Q4	$24.3M	Hold	27,529	–	–	0.96%	36
2015 Q3	$22.1M	Sell	27,529 -5,973	-18%	-$5.05M	0.86%	39
2015 Q2	$26.8M	Sell	33,502 -2,480	-7%	-$1.93M	0.81%	36
2015 Q1	$27.7M	Buy	35,982 +6,126	+21%	+$4.43M	0.79%	40
2014 Q4	$20.4M	Buy	29,856 +1,235	+4%	+$838K	0.57%	51
2014 Q3	$18.2M	Buy	28,621 +4,259	+17%	+$2.75M	0.48%	53
2014 Q2	$16M	Sell	24,362 -11,891	-33%	-$7.49M	0.39%	67
2014 Q1	$21.6M	Sell	36,253 -2,617	-7%	-$1.49M	0.47%	71
2013 Q4	$22.6M	Sell	38,870 -4,792	-11%	-$2.6M	0.48%	74
2013 Q3	$22.6M	Sell	43,662 -4,580	-9%	-$2.41M	0.48%	69
2013 Q2	$25.4M	Buy	+48,242	New	+$25.3M	0.5%	67

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

IronBridge Capital Management's MKL Position: Q1 2017 in Review

IronBridge Capital Management reduced its Markel Group (MKL) stake by 17% in Q1 2017, selling an estimated $2.22M and leaving 11,510 shares worth $11.2M. The position accounts for 0.68% of the portfolio, ranked #56.

IronBridge Capital Management first reported a position in MKL in Q2 2013 and has held it in 16 quarters since. The position peaked at $27.7M in Q1 2015. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

IronBridge Capital Management held 11,510 shares of Markel Group worth $11.2M as of Q1 2017.
IronBridge Capital Management sold 2,352 Markel Group shares in Q1 2017, an estimated $2.22M.
Markel Group made up 0.68% of IronBridge Capital Management's portfolio in Q1 2017, its #56 holding.
IronBridge Capital Management first reported a position in Markel Group in Q2 2013 and has held it in 16 quarters since.
IronBridge Capital Management's Markel Group position peaked at $27.7M in Q1 2015.
420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on IronBridge Capital Management's 13F filing for Q1 2017, filed 10 May 2017.