MIH
MKL icon

Madison Investment Holdings’s Markel Group MKL Stock Holding History

Madison Investment Holdings’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
2019
Q3 		$78.5M Buy
66,408
+1,178
+2% +$1.34M 1.28% 19
2019
Q2 		$71.1M Buy
65,230
+9,214
+16% +$9.66M 1.25% 26
2019
Q1 		$55.8M Buy
56,016
+1,456
+3% +$1.48M 1.02% 31
2018
Q4 		$56.6M Sell
54,560
-2,025
-4% -$2.21M 1.14% 27
2018
Q3 		$67.3M Buy
56,585
+2,261
+4% +$2.66M 1.15% 22
2018
Q2 		$58.9M Sell
54,324
-18,573
-25% -$21M 1.05% 23
2018
Q1 		$85.3M Sell
72,897
-9,738
-12% -$11M 1.52% 10
2017
Q4 		$94.1M Sell
82,635
-1,999
-2% -$2.19M 1.61% 7
2017
Q3 		$90.4M Sell
84,634
-5,840
-6% -$6.04M 1.62% 6
2017
Q2 		$88.3M Buy
90,474
+41
+0% +$39.8K 1.63% 7
2017
Q1 		$88.3M Buy
90,433
+545
+0.6% +$515K 1.64% 7
2016
Q4 		$81.3M Sell
89,888
-18,718
-17% -$16.7M 1.58% 7
2016
Q3 		$101M Sell
108,606
-838
-0.8% -$782K 1.99% 4
2016
Q2 		$104M Buy
109,444
+1,009
+0.9% +$940K 2.16% 3
2016
Q1 		$96.7M Sell
108,435
-712
-0.7% -$612K 2.05% 5
2015
Q4 		$96.4M Sell
109,147
-25,304
-19% -$22M 2.09% 5
2015
Q3 		$108M Sell
134,451
-11,006
-8% -$9.31M 2.37% 4
2015
Q2 		$116M Sell
145,457
-6,467
-4% -$5.03M 2.36% 3
2015
Q1 		$117M Sell
151,924
-8,354
-5% -$6.04M 2.29% 3
2014
Q4 		$109M Sell
160,278
-9,387
-6% -$6.37M 2.35% 3
2014
Q3 		$108M Sell
169,665
-35,042
-17% -$22.6M 2.38% 3
2014
Q2 		$134M Sell
204,707
-8,914
-4% -$5.62M 2.75% 1
2014
Q1 		$127M Sell
213,621
-9,811
-4% -$5.59M 2.43% 2
2013
Q4 		$130M Sell
223,432
-2,649
-1% -$1.44M 2.51% 1
2013
Q3 		$117M Sell
226,081
-3,557
-2% -$1.87M 2.48% 1
2013
Q2 		$121M Buy
+229,638
New +$120M 2.65% 1

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Madison Investment Holdings's MKL Position: Q3 2019 in Review

Madison Investment Holdings increased its Markel Group (MKL) stake by 1.8% in Q3 2019, buying an estimated $1.34M and bringing the position to 66,408 shares worth $78.5M. The position accounts for 1.28% of the portfolio, ranked #19.

Madison Investment Holdings first reported a position in MKL in Q2 2013 and has held it in 26 quarters since. The position peaked at $134M in Q2 2014. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Madison Investment Holdings held 66,408 shares of Markel Group worth $78.5M as of Q3 2019.
  • Madison Investment Holdings bought 1,178 Markel Group shares in Q3 2019, an estimated $1.34M.
  • Markel Group made up 1.28% of Madison Investment Holdings's portfolio in Q3 2019, its #19 holding.
  • Madison Investment Holdings first reported a position in Markel Group in Q2 2013 and has held it in 26 quarters since.
  • Madison Investment Holdings's Markel Group position peaked at $134M in Q2 2014.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.