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MSI Financial Services’s Markel Group MKL Stock Holding History

MSI Financial Services’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 		$80K Hold
88
– – ﹤0.01% 1578
2016
Q3 		$82K Hold
88
– – ﹤0.01% 1533
2016
Q2 		$84K Buy
88
+50
+132% +$46.6K ﹤0.01% 1497
2016
Q1 		$34K Buy
38
+6
+19% +$5.16K ﹤0.01% 1990
2015
Q4 		$28K Buy
32
+22
+220% +$19.1K ﹤0.01% 2101
2015
Q3 		$8K Buy
+10
New +$8.46K ﹤0.01% 2180

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 $187B AUM 18.48% 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 $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
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 $645B AUM 30.41% 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

MSI Financial Services's MKL Position: Q4 2016 in Review

MSI Financial Services held its Markel Group (MKL) position steady in Q4 2016 at 88 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

MSI Financial Services first reported a position in MKL in Q3 2015 and has held it in 6 quarters since. The position peaked at $84K in Q2 2016. 426 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • MSI Financial Services held 88 shares of Markel Group worth $80K as of Q4 2016.
  • MSI Financial Services left its Markel Group share count unchanged in Q4 2016.
  • Markel Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1578 holding.
  • MSI Financial Services first reported a position in Markel Group in Q3 2015 and has held it in 6 quarters since.
  • MSI Financial Services's Markel Group position peaked at $84K in Q2 2016.
  • 426 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.