Partnervest Advisory Services’s Markel Group MKL Stock Holding History

Partnervest Advisory Services’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	-241	Closed	-$240K	–	261
2019 Q1	$240K	Buy	+241	New	+$245K	0.1%	187
2014 Q3	–	Sell	-21	Closed	-$14K	–	545
2014 Q2	$14K	Hold	21	–	–	0.01%	620
2014 Q1	$13K	Hold	21	–	–	0.01%	602
2013 Q4	$12K	Hold	21	–	–	0.01%	602
2013 Q3	$11K	Buy	21 +3	+17%	+$1.58K	0.01%	637
2013 Q2	$9K	Buy	+18	New	+$9.43K	﹤0.01%	619

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 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

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

Partnervest Advisory Services's MKL Position: Q2 2019 in Review

Partnervest Advisory Services sold out of Markel Group (MKL) in Q2 2019, closing a stake of 241 shares — an estimated $240K sold.

Partnervest Advisory Services first reported a position in MKL in Q2 2013 and held it in 6 quarters. The position peaked at $240K in Q1 2019. 516 funds tracked by Wall St. Rank hold MKL as of Q2 2019.

Partnervest Advisory Services reported no remaining Markel Group position as of Q2 2019 after selling out during the quarter.
Partnervest Advisory Services sold 241 Markel Group shares in Q2 2019, an estimated $240K.
Partnervest Advisory Services first reported a position in Markel Group in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's Markel Group position peaked at $240K in Q1 2019.
516 funds tracked by Wall St. Rank held Markel Group as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.