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Wealthfront’s Markel Group MKL Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-5
Closed -$4K – 745
2015
Q3 		$4K Sell
5
-4
-44% -$3.38K ﹤0.01% 1130
2015
Q2 		$7K Buy
9
+6
+200% +$4.67K ﹤0.01% 957
2015
Q1 		$2K Buy
+3
New +$2.17K ﹤0.01% 1011

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Wealthfront's MKL Position: Q4 2015 in Review

Wealthfront sold out of Markel Group (MKL) in Q4 2015, closing a stake of 5 shares — an estimated $4K sold.

Wealthfront first reported a position in MKL in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q2 2015. 392 funds tracked by Wall St. Rank hold MKL as of Q4 2015.

  • Wealthfront reported no remaining Markel Group position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 5 Markel Group shares in Q4 2015, an estimated $4K.
  • Wealthfront first reported a position in Markel Group in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Markel Group position peaked at $7K in Q2 2015.
  • 392 funds tracked by Wall St. Rank held Markel Group as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.