OI
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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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return