LS Investment Advisors’s Markel Group MKL Stock Holding History

LS Investment Advisors’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
2020 Q3	–	Sell	-13	Closed	-$12K	–	1175
2020 Q2	$12K	Sell	13 -33	-72%	-$30K	﹤0.01%	1502
2020 Q1	$43K	Sell	46 -211	-82%	-$241K	﹤0.01%	1145
2019 Q4	$294K	Hold	257	–	–	0.02%	660
2019 Q3	$304K	Sell	257 -10	-4%	-$11.4K	0.02%	615
2019 Q2	$291K	Buy	267 +13	+5%	+$13.6K	0.02%	636
2019 Q1	$253K	Hold	254	–	–	0.02%	687
2018 Q4	$264K	Sell	254 -17	-6%	-$18.6K	0.02%	646
2018 Q3	$322K	Sell	271 -32	-11%	-$37.7K	0.02%	660
2018 Q2	$329K	Sell	303 -43	-12%	-$48.6K	0.02%	659
2018 Q1	$405K	Sell	346 -18	-5%	-$20.3K	0.02%	574
2017 Q4	$415K	Hold	364	–	–	0.02%	584
2017 Q3	$389K	Hold	364	–	–	0.02%	640
2017 Q2	$355K	Hold	364	–	–	0.02%	665
2017 Q1	$355K	Sell	364 -39	-10%	-$36.9K	0.02%	614
2016 Q4	$365K	Buy	403 +20	+5%	+$17.8K	0.03%	531
2016 Q3	$356K	Sell	383 -154	-29%	-$144K	0.03%	504
2016 Q2	$512K	Buy	537 +68	+14%	+$63.3K	0.04%	409
2016 Q1	$418K	Hold	469	–	–	0.03%	466
2015 Q4	$414K	Buy	+469	New	+$408K	0.03%	449

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group

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

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return