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Rockefeller Financial Services’s Markel Group MKL Stock Holding History

Rockefeller Financial Services’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
2016
Q2 		– Sell
-29
Closed -$26K – 552
2016
Q1 		$26K Buy
+29
New +$24.9K ﹤0.01% 467

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $5.12B AUM 19.08% 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 $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rockefeller Financial Services's MKL Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Markel Group (MKL) in Q2 2016, closing a stake of 29 shares — an estimated $26K sold.

Rockefeller Financial Services first reported a position in MKL in Q1 2016 and held it in 1 quarter. The position peaked at $26K in Q1 2016. 433 funds tracked by Wall St. Rank hold MKL as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Markel Group position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 29 Markel Group shares in Q2 2016, an estimated $26K.
  • Rockefeller Financial Services first reported a position in Markel Group in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Markel Group position peaked at $26K in Q1 2016.
  • 433 funds tracked by Wall St. Rank held Markel Group as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.