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McNamara Financial Services’s Markel Group MKL Stock Holding History

McNamara 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
2015
Q1 		– Sell
-209
Closed -$143K – 119
2014
Q4 		$143K Buy
+209
New +$142K 0.13% 73

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ACM
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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

McNamara Financial Services's MKL Position: Q1 2015 in Review

McNamara Financial Services sold out of Markel Group (MKL) in Q1 2015, closing a stake of 209 shares — an estimated $143K sold.

McNamara Financial Services first reported a position in MKL in Q4 2014 and held it in 1 quarter. The position peaked at $143K in Q4 2014. 308 funds tracked by Wall St. Rank hold MKL as of Q1 2015.

  • McNamara Financial Services reported no remaining Markel Group position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 209 Markel Group shares in Q1 2015, an estimated $143K.
  • McNamara Financial Services first reported a position in Markel Group in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Markel Group position peaked at $143K in Q4 2014.
  • 308 funds tracked by Wall St. Rank held Markel Group as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.