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Moon Capital Management (Tennessee)’s Markel Group MKL Stock Holding History

Moon Capital Management (Tennessee)’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
Q4 		– Sell
-2,185
Closed -$1.39M – 44
2014
Q3 		$1.39M Sell
2,185
-20
-0.9% -$12.9K 2.31% 14
2014
Q2 		$1.45M Hold
2,205
– – 2.28% 16
2014
Q1 		$1.31M Hold
2,205
– – 1.78% 19
2013
Q4 		$1.28M Sell
2,205
-40
-2% -$21.7K 1.84% 19
2013
Q3 		$1.16M Buy
+2,245
New +$1.18M 1.66% 23

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
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Moon Capital Management (Tennessee)'s MKL Position: Q4 2014 in Review

Moon Capital Management (Tennessee) sold out of Markel Group (MKL) in Q4 2014, closing a stake of 2,185 shares — an estimated $1.39M sold.

Moon Capital Management (Tennessee) first reported a position in MKL in Q3 2013 and held it in 5 quarters. The position peaked at $1.45M in Q2 2014. 310 funds tracked by Wall St. Rank hold MKL as of Q4 2014.

  • Moon Capital Management (Tennessee) reported no remaining Markel Group position as of Q4 2014 after selling out during the quarter.
  • Moon Capital Management (Tennessee) sold 2,185 Markel Group shares in Q4 2014, an estimated $1.39M.
  • Moon Capital Management (Tennessee) first reported a position in Markel Group in Q3 2013 and held it in 5 quarters.
  • Moon Capital Management (Tennessee)'s Markel Group position peaked at $1.45M in Q2 2014.
  • 310 funds tracked by Wall St. Rank held Markel Group as of Q4 2014.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q4 2014, filed 21 Jan 2015.