Needelman Asset Management’s Markel Group MKL Stock Holding History

Needelman Asset Management’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
2018 Q3	–	Sell	-1,295	Closed	-$1.4M	–	23
2018 Q2	$1.4M	Sell	1,295 -5	-0.4%	-$5.65K	3.05%	13
2018 Q1	$1.52M	Sell	1,300 -10	-0.8%	-$11.3K	3.28%	11
2017 Q4	$1.49M	Sell	1,310 -25	-2%	-$27.3K	3.73%	6
2017 Q3	$1.43M	Sell	1,335 -5	-0.4%	-$5.17K	3.5%	7
2017 Q2	$1.31M	Sell	1,340 -20	-1%	-$19.4K	3.37%	8
2017 Q1	$1.33M	Sell	1,360 -5	-0.4%	-$4.73K	3.55%	6
2016 Q4	$1.24M	Sell	1,365 -10	-0.7%	-$8.92K	3.42%	7
2016 Q3	$1.28M	Sell	1,375 -370	-21%	-$345K	3.84%	3
2016 Q2	$1.66M	Sell	1,745 -5	-0.3%	-$4.66K	4.75%	1
2016 Q1	$1.56M	Sell	1,750 -15	-0.8%	-$12.9K	4.57%	1
2015 Q4	$1.56M	Sell	1,765 -10	-0.6%	-$8.7K	4.73%	1
2015 Q3	$1.42M	Hold	1,775	–	–	4.68%	2
2015 Q2	$1.42M	Sell	1,775 -85	-5%	-$66.1K	4.5%	3
2015 Q1	$1.43M	Sell	1,860 -10	-0.5%	-$7.23K	4.34%	4
2014 Q4	$1.28M	Hold	1,870	–	–	3.91%	4
2014 Q3	$1.19M	Hold	1,870	–	–	3.82%	5
2014 Q2	$1.23M	Hold	1,870	–	–	3.87%	3
2014 Q1	$1.11M	Sell	1,870 -5	-0.3%	-$2.85K	3.62%	5
2013 Q4	$1.09M	Buy	+1,875	New	+$1.02M	3.59%	5

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Needelman Asset Management's MKL Position: Q3 2018 in Review

Needelman Asset Management sold out of Markel Group (MKL) in Q3 2018, closing a stake of 1,295 shares — an estimated $1.4M sold.

Needelman Asset Management first reported a position in MKL in Q4 2013 and held it in 19 quarters. The position peaked at $1.66M in Q2 2016. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

Needelman Asset Management reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 1,295 Markel Group shares in Q3 2018, an estimated $1.4M.
Needelman Asset Management first reported a position in Markel Group in Q4 2013 and held it in 19 quarters.
Needelman Asset Management's Markel Group position peaked at $1.66M in Q2 2016.
520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.