SGAM
MKL icon

Steinberg Global Asset Management’s Markel Group MKL Stock Holding History

Steinberg Global 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
2019
Q1 		$8.35M Buy
8,376
+275
+3% +$279K 1.31% 15
2018
Q4 		$8.41M Buy
8,101
+107
+1% +$117K 1.44% 14
2018
Q3 		$9.5M Buy
7,994
+226
+3% +$266K 1.35% 16
2018
Q2 		$8.42M Buy
7,768
+99
+1% +$112K 1.24% 21
2018
Q1 		$8.97M Sell
7,669
-190
-2% -$214K 1.32% 17
2017
Q4 		$8.95M Buy
7,859
+24
+0.3% +$26.2K 1.29% 21
2017
Q3 		$8.37M Buy
7,835
+7
+0.1% +$7.24K 1.23% 23
2017
Q2 		$7.64M Buy
7,828
+339
+5% +$329K 1.16% 26
2017
Q1 		$7.31M Sell
7,489
-180
-2% -$170K 1.15% 29
2016
Q4 		$6.94M Sell
7,669
-275
-3% -$245K 1.17% 32
2016
Q3 		$7.38M Sell
7,944
-404
-5% -$377K 1.24% 25
2016
Q2 		$7.95M Sell
8,348
-75
-0.9% -$69.8K 1.38% 22
2016
Q1 		$7.51M Buy
8,423
+151
+2% +$130K 1.41% 22
2015
Q4 		$7.31M Buy
8,272
+101
+1% +$87.9K 1.42% 20
2015
Q3 		$6.55M Buy
8,171
+21
+0.3% +$17.8K 1.3% 21
2015
Q2 		$6.53M Buy
8,150
+580
+8% +$451K 1.24% 23
2015
Q1 		$5.82M Buy
7,570
+325
+4% +$235K 1.17% 28
2014
Q4 		$4.95M Sell
7,245
-65
-0.9% -$44.1K 1.07% 35
2014
Q3 		$4.65M Buy
7,310
+114
+2% +$73.5K 1.06% 38
2014
Q2 		$4.72M Buy
7,196
+709
+11% +$447K 1.1% 29
2014
Q1 		$3.87M Buy
6,487
+135
+2% +$76.9K 0.97% 35
2013
Q4 		$3.69M Sell
6,352
-67
-1% -$36.4K 0.78% 40
2013
Q3 		$3.32M Buy
6,419
+293
+5% +$154K 0.74% 38
2013
Q2 		$3.23M Buy
+6,126
New +$3.21M 0.84% 36

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $21.8B AUM 23.45% 1-Year Est. Return

Steinberg Global Asset Management's MKL Position: Q1 2019 in Review

Steinberg Global Asset Management increased its Markel Group (MKL) stake by 3.4% in Q1 2019, buying an estimated $279K and bringing the position to 8,376 shares worth $8.35M. The position accounts for 1.31% of the portfolio, ranked #15.

Steinberg Global Asset Management first reported a position in MKL in Q2 2013 and has held it in 24 quarters since. The position peaked at $9.5M in Q3 2018. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • Steinberg Global Asset Management held 8,376 shares of Markel Group worth $8.35M as of Q1 2019.
  • Steinberg Global Asset Management bought 275 Markel Group shares in Q1 2019, an estimated $279K.
  • Markel Group made up 1.31% of Steinberg Global Asset Management's portfolio in Q1 2019, its #15 holding.
  • Steinberg Global Asset Management first reported a position in Markel Group in Q2 2013 and has held it in 24 quarters since.
  • Steinberg Global Asset Management's Markel Group position peaked at $9.5M in Q3 2018.
  • 523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.