SFM
MKL icon

Stack Financial Management’s Markel Group MKL Stock Holding History

Stack 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
Q1 		– Sell
-18,544
Closed -$21.1M – 52
2017
Q4 		$21.1M Sell
18,544
-282
-1% -$308K 2.12% 17
2017
Q3 		$20.1M Buy
18,826
+39
+0.2% +$40.3K 2.18% 16
2017
Q2 		$18.3M Sell
18,787
-115
-0.6% -$112K 1.91% 19
2017
Q1 		$18.4M Buy
18,902
+83
+0.4% +$78.4K 1.95% 21
2016
Q4 		$17M Sell
18,819
-167
-0.9% -$149K 1.89% 21
2016
Q3 		$17.6M Buy
18,986
+266
+1% +$248K 2.06% 18
2016
Q2 		$17.8M Sell
18,720
-11,682
-38% -$10.9M 2.27% 15
2016
Q1 		$27.1M Sell
30,402
-707
-2% -$608K 3.29% 7
2015
Q4 		$27.5M Sell
31,109
-429
-1% -$373K 3.47% 7
2015
Q3 		$25.3M Sell
31,538
-51
-0.2% -$43.1K 3.54% 6
2015
Q2 		$25.3M Sell
31,589
-112
-0.4% -$87.1K 3.07% 8
2015
Q1 		$24.4M Buy
31,701
+1,531
+5% +$1.11M 2.94% 8
2014
Q4 		$20.6M Buy
30,170
+465
+2% +$315K 2.38% 12
2014
Q3 		$18.9M Buy
29,705
+669
+2% +$432K 2.4% 10
2014
Q2 		$19M Buy
29,036
+212
+0.7% +$134K 2.32% 8
2014
Q1 		$17.2M Sell
28,824
-639
-2% -$364K 2.2% 13
2013
Q4 		$17.1M Buy
29,463
+679
+2% +$368K 2.27% 14
2013
Q3 		$14.9M Buy
28,784
+878
+3% +$461K 2.14% 19
2013
Q2 		$14.7M Buy
+27,906
New +$14.6M 2.1% 15

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

Stack Financial Management's MKL Position: Q1 2018 in Review

Stack Financial Management sold out of Markel Group (MKL) in Q1 2018, closing a stake of 18,544 shares — an estimated $21.1M sold.

Stack Financial Management first reported a position in MKL in Q2 2013 and held it in 19 quarters. The position peaked at $27.5M in Q4 2015. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Stack Financial Management reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Stack Financial Management sold 18,544 Markel Group shares in Q1 2018, an estimated $21.1M.
  • Stack Financial Management first reported a position in Markel Group in Q2 2013 and held it in 19 quarters.
  • Stack Financial Management's Markel Group position peaked at $27.5M in Q4 2015.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Stack Financial Management's 13F filing for Q1 2018, filed 26 Apr 2018.