Leith Wheeler Investment Counsel’s Markel Group MKL Stock Holding History

Leith Wheeler Investment Counsel’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
2018 Q1	–	Sell	-247	Closed	-$281K	–	33
2017 Q4	$281K	Sell	247 -47	-16%	-$51.4K	0.49%	30
2017 Q3	$313K	Hold	294	–	–	0.13%	28
2017 Q2	$287K	Hold	294	–	–	0.13%	27
2017 Q1	$287K	Buy	+294	New	+$278K	0.19%	28
2016 Q4	–	Sell	-528	Closed	-$643K	–	19
2016 Q3	$643K	Hold	528	–	–	0.43%	3
2016 Q2	$654K	Buy	+528	New	+$492K	0.45%	4

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

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

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

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

Leith Wheeler Investment Counsel's MKL Position: Q1 2018 in Review

Leith Wheeler Investment Counsel sold out of Markel Group (MKL) in Q1 2018, closing a stake of 247 shares — an estimated $281K sold.

Leith Wheeler Investment Counsel first reported a position in MKL in Q2 2016 and held it in 6 quarters. The position peaked at $654K in Q2 2016. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

Leith Wheeler Investment Counsel reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 247 Markel Group shares in Q1 2018, an estimated $281K.
Leith Wheeler Investment Counsel first reported a position in Markel Group in Q2 2016 and held it in 6 quarters.
Leith Wheeler Investment Counsel's Markel Group position peaked at $654K in Q2 2016.
493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2018, filed 4 Apr 2018.