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Rothschild & Co Asset Management US’s Markel Group MKL Stock Holding History

Rothschild & Co Asset Management US’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
2017
Q3 		– Sell
-599
Closed -$585K – 480
2017
Q2 		$585K Buy
599
+1
+0.2% +$971 0.01% 459
2017
Q1 		$584K Sell
598
-78
-12% -$73.7K 0.01% 436
2016
Q4 		$611K Buy
676
+102
+18% +$90.9K 0.01% 468
2016
Q3 		$533K Buy
574
+94
+20% +$87.7K 0.01% 426
2016
Q2 		$457K Buy
480
+72
+18% +$67K 0.01% 424
2016
Q1 		$364K Buy
408
+98
+32% +$84.2K 0.01% 399
2015
Q4 		$274K Buy
+310
New +$270K 0.01% 400

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Rothschild & Co Asset Management US's MKL Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Markel Group (MKL) in Q3 2017, closing a stake of 599 shares — an estimated $585K sold.

Rothschild & Co Asset Management US first reported a position in MKL in Q4 2015 and held it in 7 quarters. The position peaked at $611K in Q4 2016. 449 funds tracked by Wall St. Rank hold MKL as of Q3 2017.

  • Rothschild & Co Asset Management US reported no remaining Markel Group position as of Q3 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 599 Markel Group shares in Q3 2017, an estimated $585K.
  • Rothschild & Co Asset Management US first reported a position in Markel Group in Q4 2015 and held it in 7 quarters.
  • Rothschild & Co Asset Management US's Markel Group position peaked at $611K in Q4 2016.
  • 449 funds tracked by Wall St. Rank held Markel Group as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.