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Sheaff Brock Investment Advisors’s Markel Group MKL Stock Holding History

Sheaff Brock Investment Advisors’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
2016
Q1 		– Sell
-242
Closed -$214K – 669
2015
Q4 		$214K Buy
+242
New +$211K 0.02% 491

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Sheaff Brock Investment Advisors's MKL Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Markel Group (MKL) in Q1 2016, closing a stake of 242 shares — an estimated $214K sold.

Sheaff Brock Investment Advisors first reported a position in MKL in Q4 2015 and held it in 1 quarter. The position peaked at $214K in Q4 2015. 406 funds tracked by Wall St. Rank hold MKL as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Markel Group position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 242 Markel Group shares in Q1 2016, an estimated $214K.
  • Sheaff Brock Investment Advisors first reported a position in Markel Group in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Markel Group position peaked at $214K in Q4 2015.
  • 406 funds tracked by Wall St. Rank held Markel Group as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.