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Ronald Blue & Co’s Markel Group MKL Stock Holding History

Ronald Blue & Co’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
-304
Closed -$244K – 262
2015
Q3 		$244K Sell
304
-37
-11% -$31.3K 0.01% 245
2015
Q2 		$273K Sell
341
-10
-3% -$7.78K 0.01% 268
2015
Q1 		$270K Sell
351
-6
-2% -$4.34K 0.01% 274
2014
Q4 		$244K Sell
357
-8
-2% -$5.42K 0.01% 291
2014
Q3 		$232K Sell
365
-20
-5% -$12.9K 0.02% 282
2014
Q2 		$252K Sell
385
-101
-21% -$63.6K 0.02% 266
2014
Q1 		$290K Sell
486
-1
-0.2% -$570 0.02% 223
2013
Q4 		$283K Sell
487
-10
-2% -$5.43K 0.02% 221
2013
Q3 		$257K Buy
497
+15
+3% +$7.88K 0.02% 215
2013
Q2 		$254K Buy
+482
New +$252K 0.02% 112

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 $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
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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Ronald Blue & Co's MKL Position: Q4 2015 in Review

Ronald Blue & Co sold out of Markel Group (MKL) in Q4 2015, closing a stake of 304 shares — an estimated $244K sold.

Ronald Blue & Co first reported a position in MKL in Q2 2013 and held it in 10 quarters. The position peaked at $290K in Q1 2014. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Ronald Blue & Co reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 304 Markel Group shares in Q4 2015, an estimated $244K.
  • Ronald Blue & Co first reported a position in Markel Group in Q2 2013 and held it in 10 quarters.
  • Ronald Blue & Co's Markel Group position peaked at $290K in Q1 2014.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.