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Placemark Investments’s Markel Group MKL Stock Holding History

Placemark 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
2014
Q4 		$4.03M Sell
5,894
-1,260
-18% -$854K 0.07% 346
2014
Q3 		$4.55M Sell
7,154
-426
-6% -$275K 0.08% 289
2014
Q2 		$4.97M Sell
7,580
-215
-3% -$135K 0.09% 273
2014
Q1 		$4.65M Buy
7,795
+45
+0.6% +$25.6K 0.09% 259
2013
Q4 		$4.5M Buy
7,750
+543
+8% +$295K 0.07% 313
2013
Q3 		$3.73M Buy
7,207
+66
+0.9% +$34.7K 0.07% 330
2013
Q2 		$3.76M Buy
+7,141
New +$3.74M 0.08% 291

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $187B AUM 18.48% 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 $625M AUM 21.08% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Placemark Investments's MKL Position: Q4 2014 in Review

Placemark Investments reduced its Markel Group (MKL) stake by 18% in Q4 2014, selling an estimated $854K and leaving 5,894 shares worth $4.03M. The position accounts for 0.07% of the portfolio, ranked #346.

Placemark Investments first reported a position in MKL in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.97M in Q2 2014. 309 funds tracked by Wall St. Rank hold MKL as of Q4 2014.

  • Placemark Investments held 5,894 shares of Markel Group worth $4.03M as of Q4 2014.
  • Placemark Investments sold 1,260 Markel Group shares in Q4 2014, an estimated $854K.
  • Markel Group made up 0.07% of Placemark Investments's portfolio in Q4 2014, its #346 holding.
  • Placemark Investments first reported a position in Markel Group in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Markel Group position peaked at $4.97M in Q2 2014.
  • 309 funds tracked by Wall St. Rank held Markel Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.