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Polar Capital’s Markel Group MKL Stock Holding History

Polar 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
2020
Q3 		$107M Sell
110,357
-1,000
-0.9% -$1.02M 0.8% 29
2020
Q2 		$103M Sell
111,357
-4,200
-4% -$3.82M 0.89% 22
2020
Q1 		$107M Sell
115,557
-9,360
-7% -$10.7M 1.15% 17
2019
Q4 		$143M Sell
124,917
-10,076
-7% -$11.5M 1.24% 14
2019
Q3 		$160M Buy
134,993
+570
+0.4% +$648K 1.43% 13
2019
Q2 		$146M Buy
134,423
+15,580
+13% +$16.3M 1.29% 13
2019
Q1 		$118M Sell
118,843
-2,930
-2% -$2.98M 1.1% 18
2018
Q4 		$126M Buy
121,773
+1,020
+0.8% +$1.12M 1.35% 14
2018
Q3 		$144M Sell
120,753
-2,200
-2% -$2.59M 1.22% 13
2018
Q2 		$133K Sell
122,953
-1,150
-0.9% -$1.3M 0.8% 20
2018
Q1 		$145M Buy
124,103
+2,590
+2% +$2.92M 1.46% 10
2017
Q4 		$138M Sell
121,513
-3,121
-3% -$3.41M 1.43% 12
2017
Q3 		$133M Buy
124,634
+1,250
+1% +$1.29M 1.5% 9
2017
Q2 		$120M Buy
123,384
+1,725
+1% +$1.67M 1.62% 9
2017
Q1 		$119M Buy
121,659
+6,472
+6% +$6.12M 1.78% 6
2016
Q4 		$104M Buy
115,187
+24,536
+27% +$21.9M 1.66% 10
2016
Q3 		$84.2M Sell
90,651
-893
-1% -$833K 1.45% 11
2016
Q2 		$87.2M Sell
91,544
-1,152
-1% -$1.07M 1.65% 10
2016
Q1 		$82.6M Sell
92,696
-3,530
-4% -$3.03M 1.55% 11
2015
Q4 		$85M Buy
96,226
+11,662
+14% +$10.1M 1.54% 11
2015
Q3 		$67.8M Sell
84,564
-3,798
-4% -$3.21M 1.37% 9
2015
Q2 		$70.8M Buy
88,362
+22,975
+35% +$17.9M 1.36% 9
2015
Q1 		$50.3M Buy
65,387
+27,237
+71% +$19.7M 0.95% 27
2014
Q4 		$26.1M Hold
38,150
– – 0.51% 59
2014
Q3 		$24.3M Sell
38,150
-5,100
-12% -$3.29M 0.51% 58
2014
Q2 		$28.4M Sell
43,250
-5,750
-12% -$3.62M 0.6% 49
2014
Q1 		$29.2M Sell
49,000
-1,000
-2% -$570K 0.67% 41
2013
Q4 		$29M Hold
50,000
– – 0.69% 39
2013
Q3 		$25.9K Buy
50,000
+3,000
+6% +$1.58M 0.69% 34
2013
Q2 		$24.8M Buy
+47,000
New +$24.6M 0.86% 21

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Polar Capital's MKL Position: Q3 2020 in Review

Polar Capital reduced its Markel Group (MKL) stake by 0.9% in Q3 2020, selling an estimated $1.02M and leaving 110,357 shares worth $107M. The position accounts for 0.8% of the portfolio, ranked #29.

Polar Capital first reported a position in MKL in Q2 2013 and has held it in 30 quarters since. The position peaked at $160M in Q3 2019. 531 funds tracked by Wall St. Rank hold MKL as of Q3 2020.

  • Polar Capital held 110,357 shares of Markel Group worth $107M as of Q3 2020.
  • Polar Capital sold 1,000 Markel Group shares in Q3 2020, an estimated $1.02M.
  • Markel Group made up 0.8% of Polar Capital's portfolio in Q3 2020, its #29 holding.
  • Polar Capital first reported a position in Markel Group in Q2 2013 and has held it in 30 quarters since.
  • Polar Capital's Markel Group position peaked at $160M in Q3 2019.
  • 531 funds tracked by Wall St. Rank held Markel Group as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.