Massachusetts Financial Services
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Massachusetts Financial Services’s Markel Group MKL Stock Holding History

Massachusetts Financial Services’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
2018
Q1 		– Sell
-2,690
Closed -$3.06M – 864
2017
Q4 		$3.06M Buy
2,690
+330
+14% +$361K ﹤0.01% 684
2017
Q3 		$2.52M Buy
2,360
+33
+1% +$34.1K ﹤0.01% 689
2017
Q2 		$2.27M Buy
2,327
+48
+2% +$46.6K ﹤0.01% 707
2017
Q1 		$2.22M Buy
2,279
+114
+5% +$108K ﹤0.01% 703
2016
Q4 		$1.96M Sell
2,165
-28
-1% -$25K ﹤0.01% 724
2016
Q3 		$2.04M Buy
2,193
+335
+18% +$313K ﹤0.01% 722
2016
Q2 		$1.77M Buy
+1,858
New +$1.73M ﹤0.01% 721

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services's MKL Position: Q1 2018 in Review

Massachusetts Financial Services sold out of Markel Group (MKL) in Q1 2018, closing a stake of 2,690 shares — an estimated $3.06M sold.

Massachusetts Financial Services first reported a position in MKL in Q2 2016 and held it in 7 quarters. The position peaked at $3.06M in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Massachusetts Financial Services reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Massachusetts Financial Services sold 2,690 Markel Group shares in Q1 2018, an estimated $3.06M.
  • Massachusetts Financial Services first reported a position in Markel Group in Q2 2016 and held it in 7 quarters.
  • Massachusetts Financial Services's Markel Group position peaked at $3.06M in Q4 2017.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Massachusetts Financial Services's 13F filing for Q1 2018, filed 4 May 2018.