SAM
MKL icon

Solaris Asset Management’s Markel Group MKL Stock Holding History

Solaris Asset 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
2016
Q4 		– Sell
-20
Closed -$19K – 363
2016
Q3 		$19K Buy
+20
New +$18.7K 0.01% 240

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Solaris Asset Management's MKL Position: Q4 2016 in Review

Solaris Asset Management sold out of Markel Group (MKL) in Q4 2016, closing a stake of 20 shares — an estimated $19K sold.

Solaris Asset Management first reported a position in MKL in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 425 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • Solaris Asset Management reported no remaining Markel Group position as of Q4 2016 after selling out during the quarter.
  • Solaris Asset Management sold 20 Markel Group shares in Q4 2016, an estimated $19K.
  • Solaris Asset Management first reported a position in Markel Group in Q3 2016 and held it in 1 quarter.
  • Solaris Asset Management's Markel Group position peaked at $19K in Q3 2016.
  • 425 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on Solaris Asset Management's 13F filing for Q4 2016, filed 25 Jan 2017.