MAA
MKL icon

Managed Account Advisors’s Markel Group MKL Stock Holding History

Managed Account 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
2015
Q2 		$41.3M Sell
51,610
-898
-2% -$698K 0.03% 463
2015
Q1 		$40.4M Sell
52,508
-1,828
-3% -$1.32M 0.04% 465
2014
Q4 		$37.1M Sell
54,336
-1,253
-2% -$850K 0.04% 472
2014
Q3 		$35.4M Sell
55,589
-181
-0.3% -$117K 0.04% 470
2014
Q2 		$36.6M Sell
55,770
-6,020
-10% -$3.79M 0.04% 435
2014
Q1 		$36.8M Sell
61,790
-950
-2% -$541K 0.05% 416
2013
Q4 		$36.4M Buy
62,740
+1,320
+2% +$716K 0.05% 414
2013
Q3 		$31.8M Buy
61,420
+3,146
+5% +$1.65M 0.05% 426
2013
Q2 		$30.7M Buy
+58,274
New +$30.5M 0.05% 419

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Managed Account Advisors's MKL Position: Q2 2015 in Review

Managed Account Advisors reduced its Markel Group (MKL) stake by 1.7% in Q2 2015, selling an estimated $698K and leaving 51,610 shares worth $41.3M. The position accounts for 0.03% of the portfolio, ranked #463.

Managed Account Advisors first reported a position in MKL in Q2 2013 and has held it in 9 quarters since. 331 funds tracked by Wall St. Rank hold MKL as of Q2 2015.

  • Managed Account Advisors held 51,610 shares of Markel Group worth $41.3M as of Q2 2015.
  • Managed Account Advisors sold 898 Markel Group shares in Q2 2015, an estimated $698K.
  • Markel Group made up 0.03% of Managed Account Advisors's portfolio in Q2 2015, its #463 holding.
  • Managed Account Advisors first reported a position in Markel Group in Q2 2013 and has held it in 9 quarters since.
  • 331 funds tracked by Wall St. Rank held Markel Group as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.