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Pinnacle Summer Investments’s Markel Group MKL Stock Holding History

Pinnacle Summer 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
2015
Q4 		– Sell
-210
Closed -$168K – 917
2015
Q3 		$168K Buy
+210
New +$178K 0.03% 309
2015
Q2 		– Sell
-268
Closed -$206K – 860
2015
Q1 		$206K Hold
268
– – 0.03% 309
2014
Q4 		$183K Hold
268
– – 0.02% 327
2014
Q3 		$170K Hold
268
– – 0.02% 348
2014
Q2 		$176K Hold
268
– – 0.02% 324
2014
Q1 		$168K Buy
268
+35
+15% +$19.9K 0.02% 287
2013
Q4 		$135K Buy
+233
New +$126K 0.02% 308
2013
Q3 		– Sell
-24
Closed -$13K – 962
2013
Q2 		$13K Buy
+24
New +$12.6K ﹤0.01% 572

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
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Pinnacle Summer Investments's MKL Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Markel Group (MKL) in Q4 2015, closing a stake of 210 shares — an estimated $168K sold.

Pinnacle Summer Investments first reported a position in MKL in Q2 2013 and held it in 8 quarters. The position peaked at $206K in Q1 2015. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 210 Markel Group shares in Q4 2015, an estimated $168K.
  • Pinnacle Summer Investments first reported a position in Markel Group in Q2 2013 and held it in 8 quarters.
  • Pinnacle Summer Investments's Markel Group position peaked at $206K in Q1 2015.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.