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Oakbrook Investments’s Markel Group MKL Stock Holding History

Oakbrook 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
2019
Q2 		– Sell
-300
Closed -$299K – 636
2019
Q1 		$299K Sell
300
-250
-45% -$254K 0.02% 500
2018
Q4 		$571K Buy
+550
New +$601K 0.04% 342
2017
Q1 		– Sell
-300
Closed -$271K – 556
2016
Q4 		$271K Hold
300
– – 0.02% 488
2016
Q3 		$279K Hold
300
– – 0.02% 463
2016
Q2 		$286K Buy
+300
New +$279K 0.02% 469
2014
Q2 		– Sell
-450
Closed -$268K – 627
2014
Q1 		$268K Sell
450
-100
-18% -$57K 0.01% 511
2013
Q4 		$319K Sell
550
-100
-15% -$54.3K 0.01% 477
2013
Q3 		$337K Buy
+650
New +$342K 0.01% 472

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Oakbrook Investments's MKL Position: Q2 2019 in Review

Oakbrook Investments sold out of Markel Group (MKL) in Q2 2019, closing a stake of 300 shares — an estimated $299K sold.

Oakbrook Investments first reported a position in MKL in Q3 2013 and held it in 8 quarters. The position peaked at $571K in Q4 2018. 516 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

  • Oakbrook Investments reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
  • Oakbrook Investments sold 300 Markel Group shares in Q2 2019, an estimated $299K.
  • Oakbrook Investments first reported a position in Markel Group in Q3 2013 and held it in 8 quarters.
  • Oakbrook Investments's Markel Group position peaked at $571K in Q4 2018.
  • 516 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Oakbrook Investments's 13F filing for Q2 2019, filed 18 Jul 2019.