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NewSquare Capital’s Markel Group MKL Stock Holding History

NewSquare Capital’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 		– Sell
-599
Closed -$556K – 401
2016
Q3 		$556K Hold
599
– – 0.13% 106
2016
Q2 		$571K Hold
599
– – 0.14% 98
2016
Q1 		$534K Buy
599
+469
+361% +$403K 0.15% 98
2015
Q4 		$115K Hold
130
– – 0.03% 125
2015
Q3 		$104K Hold
130
– – 0.03% 118
2015
Q2 		$104K Buy
+130
New +$101K 0.03% 125

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 $204B AUM 27.99% 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 $110B AUM 4.8% 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
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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

NewSquare Capital's MKL Position: Q4 2016 in Review

NewSquare Capital sold out of Markel Group (MKL) in Q4 2016, closing a stake of 599 shares — an estimated $556K sold.

NewSquare Capital first reported a position in MKL in Q2 2015 and held it in 6 quarters. The position peaked at $571K in Q2 2016. 426 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • NewSquare Capital reported no remaining Markel Group position as of Q4 2016 after selling out during the quarter.
  • NewSquare Capital sold 599 Markel Group shares in Q4 2016, an estimated $556K.
  • NewSquare Capital first reported a position in Markel Group in Q2 2015 and held it in 6 quarters.
  • NewSquare Capital's Markel Group position peaked at $571K in Q2 2016.
  • 426 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.