John Rogers’s Markel Group MKL Stock Holding History

John Rogers’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
2013 Q3	–	Sell	-16,893	Closed	-$8.9M	–	176
2013 Q2	$8.9M	Buy	+16,893	New	+$8.84M	0.15%	87

Other funds holding MKL

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

ACM

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

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

John Rogers's MKL Position: Q3 2013 in Review

John Rogers sold out of Markel Group (MKL) in Q3 2013, closing a stake of 16,893 shares — an estimated $8.9M sold.

John Rogers first reported a position in MKL in Q2 2013 and held it in 1 quarter. The position peaked at $8.9M in Q2 2013. 277 funds tracked by Wall St. Rank hold MKL as of Q3 2013.

John Rogers reported no remaining Markel Group position as of Q3 2013 after selling out during the quarter.
John Rogers sold 16,893 Markel Group shares in Q3 2013, an estimated $8.9M.
John Rogers first reported a position in Markel Group in Q2 2013 and held it in 1 quarter.
John Rogers's Markel Group position peaked at $8.9M in Q2 2013.
277 funds tracked by Wall St. Rank held Markel Group as of Q3 2013.

Based on Ariel Investments's 13F filing for Q3 2013, filed 14 Nov 2013.