KLCM Advisors’s Markel Group MKL Stock Holding History

KLCM Advisors’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
2015 Q3	–	Sell	-355	Closed	-$284K	–	103
2015 Q2	$284K	Buy	+355	New	+$276K	0.07%	80

Other funds holding MKL

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

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

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

ACM

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

ACM

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

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

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

DSA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KLCM Advisors's MKL Position: Q3 2015 in Review

KLCM Advisors sold out of Markel Group (MKL) in Q3 2015, closing a stake of 355 shares — an estimated $284K sold.

KLCM Advisors first reported a position in MKL in Q2 2015 and held it in 1 quarter. The position peaked at $284K in Q2 2015. 351 funds tracked by Wall St. Rank hold MKL as of Q3 2015.

KLCM Advisors reported no remaining Markel Group position as of Q3 2015 after selling out during the quarter.
KLCM Advisors sold 355 Markel Group shares in Q3 2015, an estimated $284K.
KLCM Advisors first reported a position in Markel Group in Q2 2015 and held it in 1 quarter.
KLCM Advisors's Markel Group position peaked at $284K in Q2 2015.
351 funds tracked by Wall St. Rank held Markel Group as of Q3 2015.

Based on KLCM Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.