McAdam LLC’s Markel Group MKL Stock Holding History

McAdam LLC’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 Q4	–	Sell	-4	Closed	-$5K	–	406
2018 Q3	$5K	Hold	4	–	–	﹤0.01%	415
2018 Q2	$4K	Hold	4	–	–	﹤0.01%	427
2018 Q1	$5K	Buy	+4	New	+$4.5K	﹤0.01%	410

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

McAdam LLC's MKL Position: Q4 2018 in Review

McAdam LLC sold out of Markel Group (MKL) in Q4 2018, closing a stake of 4 shares — an estimated $5K sold.

McAdam LLC first reported a position in MKL in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

McAdam LLC reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 4 Markel Group shares in Q4 2018, an estimated $5K.
McAdam LLC first reported a position in Markel Group in Q1 2018 and held it in 3 quarters.
McAdam LLC's Markel Group position peaked at $5K in Q3 2018.
522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.