SI
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SII Investments’s Markel Group MKL Stock Holding History

SII 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
2017
Q4 		– Sell
-254
Closed -$270K – 525
2017
Q3 		$270K Hold
254
– – 0.02% 493
2017
Q2 		$249K Sell
254
-22
-8% -$21.4K 0.02% 503
2017
Q1 		$271K Buy
276
+22
+9% +$20.8K 0.02% 494
2016
Q4 		$229K Sell
254
-20
-7% -$17.8K 0.02% 516
2016
Q3 		$255K Hold
274
– – 0.02% 478
2016
Q2 		$262K Hold
274
– – 0.02% 469
2016
Q1 		$245K Buy
+274
New +$236K 0.02% 484
2015
Q4 		– Sell
-274
Closed -$219K – 512
2015
Q3 		$219K Buy
+274
New +$232K 0.03% 472

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