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West Oak Capital’s Markel Group MKL Stock Holding History

West Oak Capital’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
-15
Closed -$15.6K – 320
2018
Q4 		$15.6K Sell
15
-20
-57% -$21.9K 0.01% 224
2018
Q3 		$41.6K Hold
35
– – 0.02% 188
2018
Q2 		$38K Hold
35
– – 0.02% 190
2018
Q1 		$41K Sell
35
-95
-73% -$107K 0.02% 196
2017
Q4 		$148K Hold
130
– – 0.09% 123
2017
Q3 		$139K Hold
130
– – 0.08% 131
2017
Q2 		$127K Hold
130
– – 0.08% 139
2017
Q1 		$127K Buy
130
+15
+13% +$14.2K 0.08% 134
2016
Q4 		$104K Buy
115
+75
+188% +$66.9K 0.07% 140
2016
Q3 		$37.2K Hold
40
– – 0.03% 199
2016
Q2 		$38.1K Buy
+40
New +$37.3K 0.03% 178

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

West Oak Capital's MKL Position: Q1 2019 in Review

West Oak Capital sold out of Markel Group (MKL) in Q1 2019, closing a stake of 15 shares — an estimated $15.6K sold.

West Oak Capital first reported a position in MKL in Q2 2016 and held it in 11 quarters. The position peaked at $148K in Q4 2017. 522 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

  • West Oak Capital reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
  • West Oak Capital sold 15 Markel Group shares in Q1 2019, an estimated $15.6K.
  • West Oak Capital first reported a position in Markel Group in Q2 2016 and held it in 11 quarters.
  • West Oak Capital's Markel Group position peaked at $148K in Q4 2017.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on West Oak Capital's 13F filing for Q1 2019, filed 3 Apr 2019.