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NFC Investments’s Markel Group MKL Stock Holding History

NFC Investments’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
2014
Q4 		– Sell
-1,510
Closed -$960K – 41
2014
Q3 		$960K Hold
1,510
– – 0.42% 27
2014
Q2 		$990K Hold
1,510
– – 0.48% 26
2014
Q1 		$900K Hold
1,510
– – 0.45% 28
2013
Q4 		$876K Sell
1,510
-15
-1% -$8.14K 0.46% 26
2013
Q3 		$790K Hold
1,525
– – 0.43% 29
2013
Q2 		$803K Buy
+1,525
New +$798K 0.48% 28

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
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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
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

NFC Investments's MKL Position: Q4 2014 in Review

NFC Investments sold out of Markel Group (MKL) in Q4 2014, closing a stake of 1,510 shares — an estimated $960K sold.

NFC Investments first reported a position in MKL in Q2 2013 and held it in 6 quarters. The position peaked at $990K in Q2 2014. 310 funds tracked by Wall St. Rank hold MKL as of Q4 2014.

  • NFC Investments reported no remaining Markel Group position as of Q4 2014 after selling out during the quarter.
  • NFC Investments sold 1,510 Markel Group shares in Q4 2014, an estimated $960K.
  • NFC Investments first reported a position in Markel Group in Q2 2013 and held it in 6 quarters.
  • NFC Investments's Markel Group position peaked at $990K in Q2 2014.
  • 310 funds tracked by Wall St. Rank held Markel Group as of Q4 2014.

Based on NFC Investments's 13F filing for Q4 2014, filed 24 Feb 2015.