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UBS’s Markel Group MKL Stock Holding History

UBS’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
2014
Q3 		$5.78M Sell
9,086
-129
-1% -$83.2K ﹤0.01% 1889
2014
Q2 		$6.04M Sell
9,215
-364
-4% -$229K ﹤0.01% 1790
2014
Q1 		$5.71M Buy
9,579
+649
+7% +$370K 0.01% 1732
2013
Q4 		$5.18M Buy
8,930
+515
+6% +$279K ﹤0.01% 1831
2013
Q3 		$4.36M Buy
8,415
+950
+13% +$499K ﹤0.01% 1832
2013
Q2 		$3.93M Buy
+7,465
New +$3.91M ﹤0.01% 1863

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $639M AUM 23.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $23.3B AUM 26.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS's MKL Position: Q3 2014 in Review

UBS reduced its Markel Group (MKL) stake by 1.4% in Q3 2014, selling an estimated $83.2K and leaving 9,086 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

UBS first reported a position in MKL in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.04M in Q2 2014. 300 funds tracked by Wall St. Rank hold MKL as of Q3 2014.

  • UBS held 9,086 shares of Markel Group worth $5.78M as of Q3 2014.
  • UBS sold 129 Markel Group shares in Q3 2014, an estimated $83.2K.
  • Markel Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1889 holding.
  • UBS first reported a position in Markel Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's Markel Group position peaked at $6.04M in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Markel Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.