MC
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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

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