Markel Group’s Novartis NVS Stock Holding History

Markel Group’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,129	Closed	-$299K	–	146
2018 Q1	$299K	Hold	4,129	–	–	0.01%	135
2017 Q4	$311K	Hold	4,129	–	–	0.01%	136
2017 Q3	$318K	Hold	4,129	–	–	0.01%	138
2017 Q2	$309K	Hold	4,129	–	–	0.01%	135
2017 Q1	$275K	Hold	4,129	–	–	0.01%	132
2016 Q4	$270K	Hold	4,129	–	–	0.01%	132
2016 Q3	$292K	Hold	4,129	–	–	0.01%	127
2016 Q2	$305K	Hold	4,129	–	–	0.01%	128
2016 Q1	$268K	Buy	+4,129	New	+$281K	0.01%	128

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Markel Group's NVS Position: Q2 2018 in Review

Markel Group sold out of Novartis (NVS) in Q2 2018, closing a stake of 4,129 shares — an estimated $299K sold.

Markel Group first reported a position in NVS in Q1 2016 and held it in 9 quarters. The position peaked at $318K in Q3 2017. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Markel Group reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Markel Group sold 4,129 Novartis shares in Q2 2018, an estimated $299K.
Markel Group first reported a position in Novartis in Q1 2016 and held it in 9 quarters.
Markel Group's Novartis position peaked at $318K in Q3 2017.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Markel Group's 13F filing for Q2 2018, filed 3 Aug 2018.