MTB
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Mizuho Trust & Banking’s Markel Group MKL Stock Holding History

Mizuho Trust & Banking’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
Q4 		– Sell
-21,198
Closed -$19.7M – 432
2016
Q3 		$19.7M Buy
21,198
+49
+0.2% +$45.7K 0.06% 359
2016
Q2 		$20.1M Buy
21,149
+586
+3% +$546K 0.06% 334
2016
Q1 		$18.3M Buy
20,563
+1,366
+7% +$1.17M 0.06% 358
2015
Q4 		$17.1M Buy
+19,197
New +$16.7M 0.06% 370

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
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
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mizuho Trust & Banking's MKL Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Markel Group (MKL) in Q4 2016, closing a stake of 21,198 shares — an estimated $19.7M sold.

Mizuho Trust & Banking first reported a position in MKL in Q4 2015 and held it in 4 quarters. The position peaked at $20.1M in Q2 2016. 426 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Markel Group position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 21,198 Markel Group shares in Q4 2016, an estimated $19.7M.
  • Mizuho Trust & Banking first reported a position in Markel Group in Q4 2015 and held it in 4 quarters.
  • Mizuho Trust & Banking's Markel Group position peaked at $20.1M in Q2 2016.
  • 426 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.