Middleton & Co’s Markel Group MKL Stock Holding History

Middleton & Co’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	-500	Closed	-$570K	–	154
2017 Q4	$570K	Hold	500	–	–	0.1%	124
2017 Q3	$534K	Hold	500	–	–	0.1%	127
2017 Q2	$488K	Hold	500	–	–	0.1%	109
2017 Q1	$488K	Hold	500	–	–	0.11%	115
2016 Q4	$452K	Hold	500	–	–	0.1%	123
2016 Q3	$464K	Hold	500	–	–	0.1%	127
2016 Q2	$476K	Hold	500	–	–	0.11%	119
2016 Q1	$446K	Hold	500	–	–	0.1%	117
2015 Q4	$442K	Buy	+500	New	+$435K	0.1%	117

Other funds holding MKL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Middleton & Co's MKL Position: Q1 2018 in Review

Middleton & Co sold out of Markel Group (MKL) in Q1 2018, closing a stake of 500 shares — an estimated $570K sold.

Middleton & Co first reported a position in MKL in Q4 2015 and held it in 9 quarters. The position peaked at $570K in Q4 2017. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

Middleton & Co reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
Middleton & Co sold 500 Markel Group shares in Q1 2018, an estimated $570K.
Middleton & Co first reported a position in Markel Group in Q4 2015 and held it in 9 quarters.
Middleton & Co's Markel Group position peaked at $570K in Q4 2017.
493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Middleton & Co's 13F filing for Q1 2018, filed 4 May 2018.