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Southside Capital’s Markel Group MKL Stock Holding History

Southside Capital’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
2019
Q4 		$10.3M Buy
8,967
+1,167
+15% +$1.33M 2.68% 11
2019
Q3 		$9.22M Buy
7,800
+550
+8% +$625K 2.51% 11
2019
Q2 		$7.9M Buy
+7,250
New +$7.6M 2.31% 20

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
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 $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Southside Capital's MKL Position: Q4 2019 in Review

Southside Capital increased its Markel Group (MKL) stake by 15% in Q4 2019, buying an estimated $1.33M and bringing the position to 8,967 shares worth $10.3M. The position accounts for 2.68% of the portfolio, ranked #11.

Southside Capital first reported a position in MKL in Q2 2019 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold MKL as of Q4 2019.

  • Southside Capital held 8,967 shares of Markel Group worth $10.3M as of Q4 2019.
  • Southside Capital bought 1,167 Markel Group shares in Q4 2019, an estimated $1.33M.
  • Markel Group made up 2.68% of Southside Capital's portfolio in Q4 2019, its #11 holding.
  • Southside Capital first reported a position in Markel Group in Q2 2019 and has held it in 3 quarters since.
  • 570 funds tracked by Wall St. Rank held Markel Group as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.