KLI
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Kelman-Lazarov Inc’s Markel Group MKL Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-50
Closed -$45.2K – 192
2016
Q4 		$45.2K Hold
50
– – 0.03% 170
2016
Q3 		$46.3K Hold
50
– – 0.03% 183
2016
Q2 		$47.1K Hold
50
– – 0.03% 176
2016
Q1 		$45K Buy
+50
New +$43K 0.03% 191

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ACM
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Baillie Gifford & Co
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ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
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Capital Research Global Investors
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State Street
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DSA
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Kelman-Lazarov Inc's MKL Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Markel Group (MKL) in Q1 2017, closing a stake of 50 shares — an estimated $45.2K sold.

Kelman-Lazarov Inc first reported a position in MKL in Q1 2016 and held it in 4 quarters. The position peaked at $47.1K in Q2 2016. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Markel Group position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 50 Markel Group shares in Q1 2017, an estimated $45.2K.
  • Kelman-Lazarov Inc first reported a position in Markel Group in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Markel Group position peaked at $47.1K in Q2 2016.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.