Mesirow Financial Investment Management - Fixed Income’s Markel Group MKL Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2016 Q2	–	Sell	-1,809	Closed	-$1.61M	–	265
2016 Q1	$1.61M	Hold	1,809	–	–	0.74%	56
2015 Q4	$1.6M	Sell	1,809 -2,110	-54%	-$1.84M	0.74%	57
2015 Q3	$3.14M	Sell	3,919 -114	-3%	-$96.4K	0.88%	48
2015 Q2	$3.23M	Buy	4,033 +731	+22%	+$568K	0.77%	53
2015 Q1	$2.54M	Hold	3,302	–	–	0.61%	64
2014 Q4	$2.25M	Sell	3,302 -21	-0.6%	-$14.2K	0.56%	68
2014 Q3	$2.11M	Buy	3,323 +1,665	+100%	+$1.07M	0.53%	73
2014 Q2	$1.09M	Buy	+1,658	New	+$1.04M	0.26%	118

Other funds holding MKL

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

ACM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

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

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

Mesirow Financial Investment Management - Fixed Income's MKL Position: Q2 2016 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Markel Group (MKL) in Q2 2016, closing a stake of 1,809 shares — an estimated $1.61M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in MKL in Q2 2014 and held it in 8 quarters. The position peaked at $3.23M in Q2 2015. 433 funds tracked by Wall St. Rank hold MKL as of Q2 2016.

Mesirow Financial Investment Management - Fixed Income reported no remaining Markel Group position as of Q2 2016 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 1,809 Markel Group shares in Q2 2016, an estimated $1.61M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Markel Group in Q2 2014 and held it in 8 quarters.
Mesirow Financial Investment Management - Fixed Income's Markel Group position peaked at $3.23M in Q2 2015.
433 funds tracked by Wall St. Rank held Markel Group as of Q2 2016.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q2 2016, filed 8 Aug 2016.