LBA Wealth Management’s Markel Group MKL Stock Holding History

LBA Wealth Management’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	$156K	Sell	160 -20	-11%	-$18.9K	0.08%	116
2016 Q4	$163K	Buy	180 +40	+29%	+$35.7K	0.09%	113
2016 Q3	$130K	Hold	140	–	–	0.07%	133
2016 Q2	$133K	Hold	140	–	–	0.07%	131
2016 Q1	$125K	Sell	140 -140	-50%	-$120K	0.07%	132
2015 Q4	$247K	Hold	280	–	–	0.14%	103
2015 Q3	$225K	Buy	280 +240	+600%	+$203K	0.14%	101
2015 Q2	$32K	Hold	40	–	–	0.02%	191
2015 Q1	$31K	Hold	40	–	–	0.02%	189
2014 Q4	$27K	Hold	40	–	–	0.02%	191
2014 Q3	$25K	Buy	+40	New	+$25.8K	0.02%	214

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

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

LBA Wealth Management's MKL Position: Q1 2017 in Review

LBA Wealth Management reduced its Markel Group (MKL) stake by 11% in Q1 2017, selling an estimated $18.9K and leaving 160 shares worth $156K. The position accounts for 0.08% of the portfolio, ranked #116.

LBA Wealth Management first reported a position in MKL in Q3 2014 and has held it in 11 quarters since. The position peaked at $247K in Q4 2015. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

LBA Wealth Management held 160 shares of Markel Group worth $156K as of Q1 2017.
LBA Wealth Management sold 20 Markel Group shares in Q1 2017, an estimated $18.9K.
Markel Group made up 0.08% of LBA Wealth Management's portfolio in Q1 2017, its #116 holding.
LBA Wealth Management first reported a position in Markel Group in Q3 2014 and has held it in 11 quarters since.
LBA Wealth Management's Markel Group position peaked at $247K in Q4 2015.
420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.