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Stifel Nicolaus & Co’s Markel Group MKL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$285K Sell
550
-20
-4% -$10.5K ﹤0.01% 1180
2013
Q2 		$300K Buy
+570
New +$298K 0.01% 1088

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Nicolaus & Co's MKL Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Markel Group (MKL) stake by 3.5% in Q3 2013, selling an estimated $10.5K and leaving 550 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Stifel Nicolaus & Co first reported a position in MKL in Q2 2013 and has held it in 2 quarters since. The position peaked at $300K in Q2 2013. 277 funds tracked by Wall St. Rank hold MKL as of Q3 2013.

  • Stifel Nicolaus & Co held 550 shares of Markel Group worth $285K as of Q3 2013.
  • Stifel Nicolaus & Co sold 20 Markel Group shares in Q3 2013, an estimated $10.5K.
  • Markel Group made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1180 holding.
  • Stifel Nicolaus & Co first reported a position in Markel Group in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Markel Group position peaked at $300K in Q2 2013.
  • 277 funds tracked by Wall St. Rank held Markel Group as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.