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 $6.73T AUM 46.02% 1-Year Est. Return

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 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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Royce & Associates's MKL Position: Q2 2017 in Review

Royce & Associates sold out of Markel Group (MKL) in Q2 2017, closing a stake of 13,400 shares — an estimated $13.1M sold.

Royce & Associates first reported a position in MKL in Q2 2013 and held it in 16 quarters. The position peaked at $48.1M in Q1 2015. 437 funds tracked by Wall St. Rank hold MKL as of Q2 2017.

Royce & Associates reported no remaining Markel Group position as of Q2 2017 after selling out during the quarter.
Royce & Associates sold 13,400 Markel Group shares in Q2 2017, an estimated $13.1M.
Royce & Associates first reported a position in Markel Group in Q2 2013 and held it in 16 quarters.
Royce & Associates's Markel Group position peaked at $48.1M in Q1 2015.
437 funds tracked by Wall St. Rank held Markel Group as of Q2 2017.

Based on Royce & Associates's 13F filing for Q2 2017, filed 7 Aug 2017.