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Stevens Capital Management’s Markel Group MKL Stock Holding History

Stevens Capital 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 		– Sell
-3,963
Closed -$4.11M – 811
2018
Q4 		$4.11M Buy
3,963
+1,470
+59% +$1.61M 0.21% 151
2018
Q3 		$2.96M Buy
+2,493
New +$2.93M 0.11% 232
2013
Q4 		– Sell
-4,162
Closed -$2.15M – 1150
2013
Q3 		$2.15M Buy
4,162
+3,239
+351% +$1.7M 0.06% 328
2013
Q2 		$486K Buy
+923
New +$483K 0.02% 589

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stevens Capital Management's MKL Position: Q1 2019 in Review

Stevens Capital Management sold out of Markel Group (MKL) in Q1 2019, closing a stake of 3,963 shares — an estimated $4.11M sold.

Stevens Capital Management first reported a position in MKL in Q2 2013 and held it in 4 quarters. The position peaked at $4.11M in Q4 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • Stevens Capital Management reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • Stevens Capital Management sold 3,963 Markel Group shares in Q1 2019, an estimated $4.11M.
  • Stevens Capital Management first reported a position in Markel Group in Q2 2013 and held it in 4 quarters.
  • Stevens Capital Management's Markel Group position peaked at $4.11M in Q4 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on Stevens Capital Management's 13F filing for Q1 2019, filed 3 May 2019.