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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $645B AUM 30.41% 1-Year Est. Return