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Kanaly Trust’s Markel Group MKL Stock Holding History

Kanaly Trust’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
2016
Q4 		$12K Hold
13
– – ﹤0.01% 511
2016
Q3 		$12K Hold
13
– – ﹤0.01% 505
2016
Q2 		$12K Hold
13
– – ﹤0.01% 508
2016
Q1 		$12K Sell
13
-3
-19% -$2.58K ﹤0.01% 524
2015
Q4 		$14K Sell
16
-21
-57% -$18.3K ﹤0.01% 500
2015
Q3 		$30K Hold
37
– – 0.01% 366
2015
Q2 		$30K Buy
+37
New +$28.8K 0.01% 389

Other funds holding MKL

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
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kanaly Trust's MKL Position: Q4 2016 in Review

Kanaly Trust held its Markel Group (MKL) position steady in Q4 2016 at 13 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Kanaly Trust first reported a position in MKL in Q2 2015 and has held it in 7 quarters since. The position peaked at $30K in Q3 2015. 425 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • Kanaly Trust held 13 shares of Markel Group worth $12K as of Q4 2016.
  • Kanaly Trust left its Markel Group share count unchanged in Q4 2016.
  • Markel Group made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #511 holding.
  • Kanaly Trust first reported a position in Markel Group in Q2 2015 and has held it in 7 quarters since.
  • Kanaly Trust's Markel Group position peaked at $30K in Q3 2015.
  • 425 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.