Royce & Associates’s Markel Group MKL Stock Holding History

Royce & Associates’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 Q2	–	Sell	-13,400	Closed	-$13.1M	–	1127
2017 Q1	$13.1M	Sell	13,400 -6,500	-33%	-$6.14M	0.09%	313
2016 Q4	$18M	Sell	19,900 -15,900	-44%	-$14.2M	0.12%	243
2016 Q3	$33.3M	Hold	35,800	–	–	0.22%	129
2016 Q2	$34.1M	Hold	35,800	–	–	0.23%	127
2016 Q1	$31.9M	Sell	35,800 -8,400	-19%	-$7.22M	0.2%	145
2015 Q4	$39M	Sell	44,200 -12,300	-22%	-$10.7M	0.23%	114
2015 Q3	$45.3M	Sell	56,500 -3,000	-5%	-$2.54M	0.24%	113
2015 Q2	$47.6M	Sell	59,500 -3,100	-5%	-$2.41M	0.2%	129
2015 Q1	$48.1M	Sell	62,600 -5,300	-8%	-$3.83M	0.18%	141
2014 Q4	$46.4M	Hold	67,900	–	–	0.16%	164
2014 Q3	$43.2M	Hold	67,900	–	–	0.15%	172
2014 Q2	$44.5M	Hold	67,900	–	–	0.13%	189
2014 Q1	$40.5M	Hold	67,900	–	–	0.12%	210
2013 Q4	$39.4M	Hold	67,900	–	–	0.11%	219
2013 Q3	$35.2M	Hold	67,900	–	–	0.1%	240
2013 Q2	$35.8M	Buy	+67,900	New	+$35.6M	0.11%	229

Other funds holding MKL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Wellington Management Group

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return