VNBTrust National Association’s Markel Group MKL Stock Holding History

VNBTrust National Association’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
2018 Q2	$222K	Sell	205 -7	-3%	-$7.91K	0.08%	103
2018 Q1	$248K	Hold	212	–	–	0.14%	88
2017 Q4	$241K	Sell	212 -21	-9%	-$23K	0.14%	94
2017 Q3	$249K	Hold	233	–	–	0.1%	92
2017 Q2	$227K	Sell	233 -2	-0.9%	-$1.94K	0.09%	103
2017 Q1	$229K	Sell	235 -2	-0.8%	-$1.89K	0.09%	104
2016 Q4	$214K	Sell	237 -19	-7%	-$16.9K	0.12%	115
2016 Q3	$238K	Sell	256 -4	-2%	-$3.73K	0.14%	107
2016 Q2	$248K	Sell	260 -4	-2%	-$3.73K	0.15%	109
2016 Q1	$235K	Sell	264 -3	-1%	-$2.58K	0.14%	111
2015 Q4	$236K	Sell	267 -3	-1%	-$2.61K	0.13%	126
2015 Q3	$217K	Sell	270 -28	-9%	-$23.7K	0.12%	133
2015 Q2	$239K	Sell	298 -30	-9%	-$23.3K	0.12%	132
2015 Q1	$252K	Hold	328	–	–	0.12%	129
2014 Q4	$224K	Buy	328 +12	+4%	+$8.14K	0.1%	143
2014 Q3	$201K	Sell	316 -4	-1%	-$2.58K	0.1%	123
2014 Q2	$210K	Buy	+320	New	+$202K	0.1%	126
2013 Q4	–	Sell	-407	Closed	-$211K	–	143
2013 Q3	$211K	Sell	407 -3	-0.7%	-$1.58K	0.07%	126
2013 Q2	$216K	Buy	+410	New	+$215K	0.07%	141

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VNBTrust National Association's MKL Position: Q2 2018 in Review

VNBTrust National Association reduced its Markel Group (MKL) stake by 3.3% in Q2 2018, selling an estimated $7.91K and leaving 205 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #103.

VNBTrust National Association first reported a position in MKL in Q2 2013 and has held it in 19 quarters since. The position peaked at $252K in Q1 2015. 495 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

VNBTrust National Association held 205 shares of Markel Group worth $222K as of Q2 2018.
VNBTrust National Association sold 7 Markel Group shares in Q2 2018, an estimated $7.91K.
Markel Group made up 0.08% of VNBTrust National Association's portfolio in Q2 2018, its #103 holding.
VNBTrust National Association first reported a position in Markel Group in Q2 2013 and has held it in 19 quarters since.
VNBTrust National Association's Markel Group position peaked at $252K in Q1 2015.
495 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on VNBTrust National Association's 13F filing for Q2 2018, filed 9 Jul 2018.