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Northroad Capital Management’s Markel Group MKL Stock Holding History

Northroad 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
2016
Q3 		– Sell
-398
Closed -$379K – 45
2016
Q2 		$379K Sell
398
-18
-4% -$16.8K 0.29% 47
2016
Q1 		$371K Sell
416
-191
-31% -$164K 0.24% 50
2015
Q4 		$536K Sell
607
-168
-22% -$146K 0.32% 43
2015
Q3 		$621K Sell
775
-27
-3% -$22.8K 0.37% 40
2015
Q2 		$642K Sell
802
-65
-7% -$50.5K 0.33% 39
2015
Q1 		$667K Sell
867
-92
-10% -$66.5K 0.36% 40
2014
Q4 		$655K Sell
959
-56
-6% -$38K 0.3% 44
2014
Q3 		$646K Sell
1,015
-47
-4% -$30.3K 0.25% 44
2014
Q2 		$696K Sell
1,062
-59
-5% -$37.2K 0.24% 43
2014
Q1 		$668K Sell
1,121
-337
-23% -$192K 0.24% 48
2013
Q4 		$846K Sell
1,458
-203
-12% -$110K 0.3% 50
2013
Q3 		$860K Buy
1,661
+207
+14% +$109K 0.33% 49
2013
Q2 		$766K Buy
+1,454
New +$761K 0.3% 55

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $6.13B AUM 15.27% 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 $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
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

Northroad Capital Management's MKL Position: Q3 2016 in Review

Northroad Capital Management sold out of Markel Group (MKL) in Q3 2016, closing a stake of 398 shares — an estimated $379K sold.

Northroad Capital Management first reported a position in MKL in Q2 2013 and held it in 13 quarters. The position peaked at $860K in Q3 2013. 419 funds tracked by Wall St. Rank hold MKL as of Q3 2016.

  • Northroad Capital Management reported no remaining Markel Group position as of Q3 2016 after selling out during the quarter.
  • Northroad Capital Management sold 398 Markel Group shares in Q3 2016, an estimated $379K.
  • Northroad Capital Management first reported a position in Markel Group in Q2 2013 and held it in 13 quarters.
  • Northroad Capital Management's Markel Group position peaked at $860K in Q3 2013.
  • 419 funds tracked by Wall St. Rank held Markel Group as of Q3 2016.

Based on Northroad Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.