MLL
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Moody Lynn & Lieberson’s Markel Group MKL Stock Holding History

Moody Lynn & Lieberson’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
2014
Q1 		– Sell
-7,414
Closed -$4.3M – 208
2013
Q4 		$4.3M Sell
7,414
-86
-1% -$46.7K 0.59% 69
2013
Q3 		$3.88M Buy
7,500
+37
+0.5% +$19.4K 0.6% 67
2013
Q2 		$3.93M Buy
+7,463
New +$3.91M 0.69% 54

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

Moody Lynn & Lieberson's MKL Position: Q1 2014 in Review

Moody Lynn & Lieberson sold out of Markel Group (MKL) in Q1 2014, closing a stake of 7,414 shares — an estimated $4.3M sold.

Moody Lynn & Lieberson first reported a position in MKL in Q2 2013 and held it in 3 quarters. The position peaked at $4.3M in Q4 2013. 290 funds tracked by Wall St. Rank hold MKL as of Q1 2014.

  • Moody Lynn & Lieberson reported no remaining Markel Group position as of Q1 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,414 Markel Group shares in Q1 2014, an estimated $4.3M.
  • Moody Lynn & Lieberson first reported a position in Markel Group in Q2 2013 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Markel Group position peaked at $4.3M in Q4 2013.
  • 290 funds tracked by Wall St. Rank held Markel Group as of Q1 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2014, filed 30 Apr 2014.