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Numeric Investors’s Markel Group MKL Stock Holding History

Numeric Investors’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
2017
Q4 		$4.4M Buy
3,865
+166
+4% +$181K 0.03% 455
2017
Q3 		$3.95M Buy
3,699
+2,209
+148% +$2.28M 0.03% 456
2017
Q2 		$1.45M Sell
1,490
-70
-4% -$67.9K 0.01% 587
2017
Q1 		$1.52M Buy
1,560
+270
+21% +$255K 0.01% 545
2016
Q4 		$1.17M Buy
1,290
+100
+8% +$89.2K 0.01% 619
2016
Q3 		$1.1M Buy
1,190
+820
+222% +$765K 0.01% 590
2016
Q2 		$353K Buy
370
+60
+19% +$55.9K ﹤0.01% 840
2016
Q1 		$276K Sell
310
-70
-18% -$60.2K ﹤0.01% 873
2015
Q4 		$336K Sell
380
-270
-42% -$235K ﹤0.01% 834
2015
Q3 		$521K Buy
+650
New +$550K 0.01% 691

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Numeric Investors's MKL Position: Q4 2017 in Review

Numeric Investors increased its Markel Group (MKL) stake by 4.5% in Q4 2017, buying an estimated $181K and bringing the position to 3,865 shares worth $4.4M. The position accounts for 0.03% of the portfolio, ranked #455.

Numeric Investors first reported a position in MKL in Q3 2015 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • Numeric Investors held 3,865 shares of Markel Group worth $4.4M as of Q4 2017.
  • Numeric Investors bought 166 Markel Group shares in Q4 2017, an estimated $181K.
  • Markel Group made up 0.03% of Numeric Investors's portfolio in Q4 2017, its #455 holding.
  • Numeric Investors first reported a position in Markel Group in Q3 2015 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.