TU
MKL icon

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 $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