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Locust Wood Capital Advisers’s Markel Group MKL Stock Holding History

Locust Wood Capital Advisers’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
2013
Q3 		– Sell
-21,764
Closed -$11.5M – 47
2013
Q2 		$11.5M Buy
+21,764
New +$11.4M 2.43% 17

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Locust Wood Capital Advisers's MKL Position: Q3 2013 in Review

Locust Wood Capital Advisers sold out of Markel Group (MKL) in Q3 2013, closing a stake of 21,764 shares — an estimated $11.5M sold.

Locust Wood Capital Advisers first reported a position in MKL in Q2 2013 and held it in 1 quarter. The position peaked at $11.5M in Q2 2013. 277 funds tracked by Wall St. Rank hold MKL as of Q3 2013.

  • Locust Wood Capital Advisers reported no remaining Markel Group position as of Q3 2013 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 21,764 Markel Group shares in Q3 2013, an estimated $11.5M.
  • Locust Wood Capital Advisers first reported a position in Markel Group in Q2 2013 and held it in 1 quarter.
  • Locust Wood Capital Advisers's Markel Group position peaked at $11.5M in Q2 2013.
  • 277 funds tracked by Wall St. Rank held Markel Group as of Q3 2013.

Based on Locust Wood Capital Advisers's 13F filing for Q3 2013, filed 4 Nov 2013.