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Pastel & Associes’s Markel Group MKL Stock Holding History

Pastel & Associes’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
2018
Q3 		$8.97M Hold
7,550
– – 20.49% 2
2018
Q2 		$8.19M Hold
7,550
– – 15.12% 2
2018
Q1 		$8.84M Hold
7,550
– – 14.38% 2
2017
Q4 		$8.6M Hold
7,550
– – 13.05% 4
2017
Q3 		$8.06M Sell
7,550
-300
-4% -$310K 11.04% 4
2017
Q2 		$7.66M Buy
+7,850
New +$7.62M 10.32% 6

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
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pastel & Associes's MKL Position: Q3 2018 in Review

Pastel & Associes held its Markel Group (MKL) position steady in Q3 2018 at 7,550 shares worth $8.97M. The position accounts for 20.49% of the portfolio, ranked #2.

Pastel & Associes first reported a position in MKL in Q2 2017 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Pastel & Associes held 7,550 shares of Markel Group worth $8.97M as of Q3 2018.
  • Pastel & Associes left its Markel Group share count unchanged in Q3 2018.
  • Markel Group made up 20.49% of Pastel & Associes's portfolio in Q3 2018, its #2 holding.
  • Pastel & Associes first reported a position in Markel Group in Q2 2017 and has held it in 6 quarters since.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Pastel & Associes's 13F filing for Q3 2018, filed 11 Oct 2018.