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Kohlberg Kravis Roberts & Co’s Markel Group MKL Stock Holding History

Kohlberg Kravis Roberts & Co’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
Q1 		– Sell
-1,500
Closed -$1.02M – 103
2014
Q4 		$1.02M Hold
1,500
– – 0.01% 75
2014
Q3 		$954K Hold
1,500
– – 0.03% 77
2014
Q2 		$983K Buy
+1,500
New +$945K 0.03% 62

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's MKL Position: Q1 2015 in Review

Kohlberg Kravis Roberts & Co sold out of Markel Group (MKL) in Q1 2015, closing a stake of 1,500 shares — an estimated $1.02M sold.

Kohlberg Kravis Roberts & Co first reported a position in MKL in Q2 2014 and held it in 3 quarters. The position peaked at $1.02M in Q4 2014. 308 funds tracked by Wall St. Rank hold MKL as of Q1 2015.

  • Kohlberg Kravis Roberts & Co reported no remaining Markel Group position as of Q1 2015 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 1,500 Markel Group shares in Q1 2015, an estimated $1.02M.
  • Kohlberg Kravis Roberts & Co first reported a position in Markel Group in Q2 2014 and held it in 3 quarters.
  • Kohlberg Kravis Roberts & Co's Markel Group position peaked at $1.02M in Q4 2014.
  • 308 funds tracked by Wall St. Rank held Markel Group as of Q1 2015.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q1 2015, filed 15 May 2015.