KF
MKL icon

Krilogy Financial’s Markel Group MKL Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-29
Closed -$23K – 538
2015
Q3 		$23K Buy
+29
New +$24.5K 0.01% 298

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Krilogy Financial's MKL Position: Q4 2015 in Review

Krilogy Financial sold out of Markel Group (MKL) in Q4 2015, closing a stake of 29 shares — an estimated $23K sold.

Krilogy Financial first reported a position in MKL in Q3 2015 and held it in 1 quarter. The position peaked at $23K in Q3 2015. 391 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Krilogy Financial reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Krilogy Financial sold 29 Markel Group shares in Q4 2015, an estimated $23K.
  • Krilogy Financial first reported a position in Markel Group in Q3 2015 and held it in 1 quarter.
  • Krilogy Financial's Markel Group position peaked at $23K in Q3 2015.
  • 391 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Krilogy Financial's 13F filing for Q4 2015, filed 29 Feb 2016.