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Mason Street Advisors’s Markel Group MKL Stock Holding History

Mason Street 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
2014
Q3 		– Sell
-1,026
Closed -$662K – 1919
2014
Q2 		$669K Sell
1,026
-364
-26% -$229K 0.01% 1285
2014
Q1 		$829K Sell
1,390
-5,110
-79% -$2.91M 0.01% 1222
2013
Q4 		$3.77M Buy
+6,500
New +$3.53M 0.03% 627

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mason Street Advisors's MKL Position: Q3 2014 in Review

Mason Street Advisors sold out of Markel Group (MKL) in Q3 2014, closing a stake of 1,026 shares — an estimated $662K sold.

Mason Street Advisors first reported a position in MKL in Q4 2013 and held it in 3 quarters. The position peaked at $3.77M in Q4 2013. 300 funds tracked by Wall St. Rank hold MKL as of Q3 2014.

  • Mason Street Advisors reported no remaining Markel Group position as of Q3 2014 after selling out during the quarter.
  • Mason Street Advisors sold 1,026 Markel Group shares in Q3 2014, an estimated $662K.
  • Mason Street Advisors first reported a position in Markel Group in Q4 2013 and held it in 3 quarters.
  • Mason Street Advisors's Markel Group position peaked at $3.77M in Q4 2013.
  • 300 funds tracked by Wall St. Rank held Markel Group as of Q3 2014.

Based on Mason Street Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.