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Nelson Capital Management’s Markel Group MKL Stock Holding History

Nelson Capital 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
2015
Q1 		– Sell
-21
Closed -$14K – 292
2014
Q4 		$14K Hold
21
– – 0.01% 211
2014
Q3 		$13K Hold
21
– – ﹤0.01% 218
2014
Q2 		$14K Hold
21
– – 0.01% 217
2014
Q1 		$13K Buy
21
+10
+91% +$5.7K 0.01% 185
2013
Q4 		$6K Buy
+11
New +$5.97K ﹤0.01% 207

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
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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

Nelson Capital Management's MKL Position: Q1 2015 in Review

Nelson Capital Management sold out of Markel Group (MKL) in Q1 2015, closing a stake of 21 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in MKL in Q4 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2014. 308 funds tracked by Wall St. Rank hold MKL as of Q1 2015.

  • Nelson Capital Management reported no remaining Markel Group position as of Q1 2015 after selling out during the quarter.
  • Nelson Capital Management sold 21 Markel Group shares in Q1 2015, an estimated $14K.
  • Nelson Capital Management first reported a position in Markel Group in Q4 2013 and held it in 5 quarters.
  • Nelson Capital Management's Markel Group position peaked at $14K in Q4 2014.
  • 308 funds tracked by Wall St. Rank held Markel Group as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.