SI
MKL icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $717B AUM 35.42% 1-Year Est. Return

SII Investments's MKL Position: Q4 2017 in Review

SII Investments sold out of Markel Group (MKL) in Q4 2017, closing a stake of 254 shares — an estimated $270K sold.

SII Investments first reported a position in MKL in Q3 2015 and held it in 8 quarters. The position peaked at $271K in Q1 2017. 476 funds tracked by Wall St. Rank hold MKL as of Q4 2017.

  • SII Investments reported no remaining Markel Group position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 254 Markel Group shares in Q4 2017, an estimated $270K.
  • SII Investments first reported a position in Markel Group in Q3 2015 and held it in 8 quarters.
  • SII Investments's Markel Group position peaked at $271K in Q1 2017.
  • 476 funds tracked by Wall St. Rank held Markel Group as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.