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MU Investments Company’s Markel Group MKL Stock Holding History

MU Investments Company’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
2017
Q1 		– Sell
-40
Closed -$36K – 180
2016
Q4 		$36K Sell
40
-20
-33% -$17.8K 0.03% 164
2016
Q3 		$55K Sell
60
-60
-50% -$56K 0.04% 165
2016
Q2 		$113K Sell
120
-70
-37% -$65.2K 0.08% 154
2016
Q1 		$169K Buy
+190
New +$163K 0.11% 148

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

MU Investments Company's MKL Position: Q1 2017 in Review

MU Investments Company sold out of Markel Group (MKL) in Q1 2017, closing a stake of 40 shares — an estimated $36K sold.

MU Investments Company first reported a position in MKL in Q1 2016 and held it in 4 quarters. The position peaked at $169K in Q1 2016. 420 funds tracked by Wall St. Rank hold MKL as of Q1 2017.

  • MU Investments Company reported no remaining Markel Group position as of Q1 2017 after selling out during the quarter.
  • MU Investments Company sold 40 Markel Group shares in Q1 2017, an estimated $36K.
  • MU Investments Company first reported a position in Markel Group in Q1 2016 and held it in 4 quarters.
  • MU Investments Company's Markel Group position peaked at $169K in Q1 2016.
  • 420 funds tracked by Wall St. Rank held Markel Group as of Q1 2017.

Based on MU Investments Company's 13F filing for Q1 2017, filed 17 Apr 2017.