SCIA
MKL icon

Sanibel Captiva Investment Advisers’s Markel Group MKL Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$3.09M Sell
5,326
-105
-2% -$57K 1.91% 17
2013
Q3 		$2.81M Buy
5,431
+211
+4% +$111K 2.17% 17
2013
Q2 		$2.75M Buy
+5,220
New +$2.73M 2.68% 9

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Sanibel Captiva Investment Advisers's MKL Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers reduced its Markel Group (MKL) stake by 1.9% in Q4 2013, selling an estimated $57K and leaving 5,326 shares worth $3.09M. The position accounts for 1.91% of the portfolio, ranked #17.

Sanibel Captiva Investment Advisers first reported a position in MKL in Q2 2013 and has held it in 3 quarters since. 286 funds tracked by Wall St. Rank hold MKL as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 5,326 shares of Markel Group worth $3.09M as of Q4 2013.
  • Sanibel Captiva Investment Advisers sold 105 Markel Group shares in Q4 2013, an estimated $57K.
  • Markel Group made up 1.91% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #17 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Markel Group in Q2 2013 and has held it in 3 quarters since.
  • 286 funds tracked by Wall St. Rank held Markel Group as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.