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TDAM USA’s Markel Group MKL Stock Holding History

TDAM USA’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
-615
Closed -$638K – 284
2018
Q4 		$638K Buy
615
+139
+29% +$152K 0.05% 218
2018
Q3 		$566K Sell
476
-110
-19% -$129K 0.03% 246
2018
Q2 		$635K Sell
586
-8
-1% -$9.04K 0.04% 239
2018
Q1 		$695K Sell
594
-129
-18% -$145K 0.04% 223
2017
Q4 		$824K Sell
723
-649
-47% -$709K 0.05% 221
2017
Q3 		$1.47M Sell
1,372
-215
-14% -$222K 0.09% 164
2017
Q2 		$1.55M Sell
1,587
-181
-10% -$176K 0.08% 161
2017
Q1 		$1.73M Sell
1,768
-158
-8% -$149K 0.09% 152
2016
Q4 		$1.74M Buy
1,926
+99
+5% +$88.3K 0.09% 147
2016
Q3 		$1.7M Sell
1,827
-320
-15% -$299K 0.08% 160
2016
Q2 		$2.05M Buy
2,147
+161
+8% +$150K 0.1% 143
2016
Q1 		$1.77M Buy
+1,986
New +$1.71M 0.09% 156

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 $3.37T 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

TDAM USA's MKL Position: Q1 2019 in Review

TDAM USA sold out of Markel Group (MKL) in Q1 2019, closing a stake of 615 shares — an estimated $638K sold.

TDAM USA first reported a position in MKL in Q1 2016 and held it in 12 quarters. The position peaked at $2.05M in Q2 2016. 522 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • TDAM USA reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • TDAM USA sold 615 Markel Group shares in Q1 2019, an estimated $638K.
  • TDAM USA first reported a position in Markel Group in Q1 2016 and held it in 12 quarters.
  • TDAM USA's Markel Group position peaked at $2.05M in Q2 2016.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.