PAMG
MKL icon

Patton Albertson Miller Group’s Markel Group MKL Stock Holding History

Patton Albertson Miller Group’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
2014
Q4 		– Sell
-360
Closed -$230K – 152
2014
Q3 		$230K Sell
360
-87
-19% -$56.1K 0.12% 144
2014
Q2 		$291K Sell
447
-331
-43% -$209K 0.15% 140
2014
Q1 		$464K Sell
778
-117
-13% -$66.6K 0.25% 101
2013
Q4 		$519K Sell
895
-60
-6% -$32.6K 0.3% 79
2013
Q3 		$494K Sell
955
-9
-0.9% -$4.73K 0.29% 83
2013
Q2 		$508K Buy
+964
New +$505K 0.31% 78

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Patton Albertson Miller Group's MKL Position: Q4 2014 in Review

Patton Albertson Miller Group sold out of Markel Group (MKL) in Q4 2014, closing a stake of 360 shares — an estimated $230K sold.

Patton Albertson Miller Group first reported a position in MKL in Q2 2013 and held it in 6 quarters. The position peaked at $519K in Q4 2013. 310 funds tracked by Wall St. Rank hold MKL as of Q4 2014.

  • Patton Albertson Miller Group reported no remaining Markel Group position as of Q4 2014 after selling out during the quarter.
  • Patton Albertson Miller Group sold 360 Markel Group shares in Q4 2014, an estimated $230K.
  • Patton Albertson Miller Group first reported a position in Markel Group in Q2 2013 and held it in 6 quarters.
  • Patton Albertson Miller Group's Markel Group position peaked at $519K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held Markel Group as of Q4 2014.

Based on Patton Albertson Miller Group's 13F filing for Q4 2014, filed 8 Jan 2015.