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Signature Financial Management’s Markel Group MKL Stock Holding History

Signature Financial Management’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
Q4 		$1.55M Sell
1,497
-5,956
-80% -$6.51M 0.37% 31
2018
Q3 		$8.86M Hold
7,453
– – 1.56% 14
2018
Q2 		$8.08M Sell
7,453
-90
-1% -$102K 1.71% 13
2018
Q1 		$8.83M Buy
7,543
+6,042
+403% +$6.8M 1.84% 10
2017
Q4 		$1.71M Sell
1,501
-91
-6% -$99.5K 0.46% 33
2017
Q3 		$1.7M Buy
1,592
+4
+0.3% +$4.14K 0.52% 35
2017
Q2 		$1.55M Sell
1,588
-53
-3% -$51.4K 0.49% 36
2017
Q1 		$1.6M Hold
1,641
– – 0.51% 35
2016
Q4 		$1.48M Hold
1,641
– – 0.56% 38
2016
Q3 		$1.52M Hold
1,641
– – 0.62% 29
2016
Q2 		$1.56M Hold
1,641
– – 0.73% 27
2016
Q1 		$1.46M Hold
1,641
– – 0.71% 32
2015
Q4 		$1.45M Sell
1,641
-117
-7% -$102K 0.71% 27
2015
Q3 		$1.41M Sell
1,758
-65
-4% -$55K 0.87% 26
2015
Q2 		$1.46M Buy
1,823
+50
+3% +$38.9K 0.94% 23
2015
Q1 		$1.36M Hold
1,773
– – 0.88% 23
2014
Q4 		$1.21M Sell
1,773
-40
-2% -$27.1K 0.85% 24
2014
Q3 		$1.15M Buy
1,813
+87
+5% +$56.1K 0.83% 23
2014
Q2 		$1.13M Hold
1,726
– – 0.86% 21
2014
Q1 		$1.03M Buy
1,726
+40
+2% +$22.8K 0.88% 20
2013
Q4 		$978K Buy
1,686
+100
+6% +$54.3K 0.76% 26
2013
Q3 		$821K Hold
1,586
– – 0.72% 26
2013
Q2 		$835K Buy
+1,586
New +$830K 0.57% 25

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 $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Signature Financial Management's MKL Position: Q4 2018 in Review

Signature Financial Management reduced its Markel Group (MKL) stake by 80% in Q4 2018, selling an estimated $6.51M and leaving 1,497 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #31.

Signature Financial Management first reported a position in MKL in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.86M in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Signature Financial Management held 1,497 shares of Markel Group worth $1.55M as of Q4 2018.
  • Signature Financial Management sold 5,956 Markel Group shares in Q4 2018, an estimated $6.51M.
  • Markel Group made up 0.37% of Signature Financial Management's portfolio in Q4 2018, its #31 holding.
  • Signature Financial Management first reported a position in Markel Group in Q2 2013 and has held it in 23 quarters since.
  • Signature Financial Management's Markel Group position peaked at $8.86M in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.