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Sentry Investments’s Markel Group MKL Stock Holding History

Sentry Investments’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
2018
Q1 		$24.3M Sell
20,800
-300
-1% -$338K 0.36% 71
2017
Q4 		$24M Sell
21,100
-1,000
-5% -$1.09M 0.31% 79
2017
Q3 		$23.6M Sell
22,100
-300
-1% -$310K 0.24% 76
2017
Q2 		$21.9M Sell
22,400
-700
-3% -$679K 0.16% 82
2017
Q1 		$22.5M Hold
23,100
– – 0.16% 85
2016
Q4 		$20.9M Hold
23,100
– – 0.16% 82
2016
Q3 		$21.5K Sell
23,100
-2,100
-8% -$1.96M 0.18% 85
2016
Q2 		$24K Sell
25,200
-7,200
-22% -$6.7M 0.23% 71
2016
Q1 		$28.9K Sell
32,400
-4,100
-11% -$3.52M 0.35% 63
2015
Q4 		$32.2K Sell
36,500
-1,600
-4% -$1.39M 0.37% 64
2015
Q3 		$30.6K Sell
38,100
-1,700
-4% -$1.44M 0.37% 62
2015
Q2 		$31.9K Hold
39,800
– – 0.37% 68
2015
Q1 		$30.6M Sell
39,800
-500
-1% -$361K 0.39% 71
2014
Q4 		$27.5M Hold
40,300
– – 0.34% 75
2014
Q3 		$25.6M Hold
40,300
– – 0.32% 77
2014
Q2 		$26.4M Hold
40,300
– – 0.33% 76
2014
Q1 		$24M Buy
40,300
+16,000
+66% +$9.11M 0.34% 75
2013
Q4 		$14.1M Buy
+24,300
New +$13.2M 0.24% 87

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sentry Investments's MKL Position: Q1 2018 in Review

Sentry Investments reduced its Markel Group (MKL) stake by 1.4% in Q1 2018, selling an estimated $338K and leaving 20,800 shares worth $24.3M. The position accounts for 0.36% of the portfolio, ranked #71.

Sentry Investments first reported a position in MKL in Q4 2013 and has held it in 18 quarters since. The position peaked at $30.6M in Q1 2015. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Sentry Investments held 20,800 shares of Markel Group worth $24.3M as of Q1 2018.
  • Sentry Investments sold 300 Markel Group shares in Q1 2018, an estimated $338K.
  • Markel Group made up 0.36% of Sentry Investments's portfolio in Q1 2018, its #71 holding.
  • Sentry Investments first reported a position in Markel Group in Q4 2013 and has held it in 18 quarters since.
  • Sentry Investments's Markel Group position peaked at $30.6M in Q1 2015.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.