QS Investors’s Markel Group MKL Stock Holding History

QS Investors’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
2021 Q2	–	Sell	-200	Closed	-$228K	–	1181
2021 Q1	$228K	Buy	+200	New	+$216K	﹤0.01%	1072
2019 Q1	–	Sell	-1	Closed	-$2K	–	1780
2018 Q4	$2K	Hold	1	–	–	﹤0.01%	1651
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	1785
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	1807
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	1824
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	1834
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	1805
2017 Q2	$1K	Buy	+1	New	+$971	﹤0.01%	1812
2016 Q4	–	Sell	-12,531	Closed	-$11.6M	–	1946
2016 Q3	$11.6M	Sell	12,531 -930	-7%	-$868K	0.09%	178
2016 Q2	$12.8M	Buy	13,461 +11,530	+597%	+$10.7M	0.11%	171
2016 Q1	$1.72M	Hold	1,931	–	–	0.02%	667
2015 Q4	$1.71M	Sell	1,931 -873	-31%	-$760K	0.02%	697
2015 Q3	$2.25M	Buy	2,804 +1,204	+75%	+$1.02M	0.02%	584
2015 Q2	$1.28M	Hold	1,600	–	–	0.02%	710
2015 Q1	$1.23M	Buy	+1,600	New	+$1.16M	0.01%	697

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

QS Investors's MKL Position: Q2 2021 in Review

QS Investors sold out of Markel Group (MKL) in Q2 2021, closing a stake of 200 shares — an estimated $228K sold.

QS Investors first reported a position in MKL in Q1 2015 and held it in 15 quarters. The position peaked at $12.8M in Q2 2016. 587 funds tracked by Wall St. Rank hold MKL as of Q2 2021.

QS Investors reported no remaining Markel Group position as of Q2 2021 after selling out during the quarter.
QS Investors sold 200 Markel Group shares in Q2 2021, an estimated $228K.
QS Investors first reported a position in Markel Group in Q1 2015 and held it in 15 quarters.
QS Investors's Markel Group position peaked at $12.8M in Q2 2016.
587 funds tracked by Wall St. Rank held Markel Group as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.