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PhiloSmith Capital’s Markel Group MKL Stock Holding History

PhiloSmith Capital’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
Q3 		– Sell
-4,005
Closed -$4.36M – 36
2019
Q2 		$4.36M Hold
4,005
– – 2.54% 17
2019
Q1 		$3.99M Hold
4,005
– – 2.61% 17
2018
Q4 		$4.16M Sell
4,005
-200
-5% -$219K 3.05% 17
2018
Q3 		$5M Hold
4,205
– – 3.14% 17
2018
Q2 		$4.56M Hold
4,205
– – 3.12% 17
2018
Q1 		$4.92M Hold
4,205
– – 3.45% 16
2017
Q4 		$4.79M Hold
4,205
– – 3.32% 15
2017
Q3 		$4.49M Sell
4,205
-500
-11% -$517K 3.11% 17
2017
Q2 		$4.59M Hold
4,705
– – 3.4% 17
2017
Q1 		$4.59M Hold
4,705
– – 3.38% 15
2016
Q4 		$4.25M Buy
+4,705
New +$4.2M 3.33% 15

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $6.13B 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 $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

PhiloSmith Capital's MKL Position: Q3 2019 in Review

PhiloSmith Capital sold out of Markel Group (MKL) in Q3 2019, closing a stake of 4,005 shares — an estimated $4.36M sold.

PhiloSmith Capital first reported a position in MKL in Q4 2016 and held it in 11 quarters. The position peaked at $5M in Q3 2018. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • PhiloSmith Capital reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • PhiloSmith Capital sold 4,005 Markel Group shares in Q3 2019, an estimated $4.36M.
  • PhiloSmith Capital first reported a position in Markel Group in Q4 2016 and held it in 11 quarters.
  • PhiloSmith Capital's Markel Group position peaked at $5M in Q3 2018.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on PhiloSmith Capital's 13F filing for Q3 2019, filed 7 Oct 2019.