Whitnell & Co’s Markel Group MKL Stock Holding History

Whitnell & Co’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
2017 Q2	–	Sell	-18	Closed	-$18K	–	249
2017 Q1	$18K	Hold	18	–	–	0.01%	208
2016 Q4	$16K	Buy	+18	New	+$16K	0.01%	222

Other funds holding MKL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Whitnell & Co's MKL Position: Q2 2017 in Review

Whitnell & Co sold out of Markel Group (MKL) in Q2 2017, closing a stake of 18 shares — an estimated $18K sold.

Whitnell & Co first reported a position in MKL in Q4 2016 and held it in 2 quarters. The position peaked at $18K in Q1 2017. 437 funds tracked by Wall St. Rank hold MKL as of Q2 2017.

Whitnell & Co reported no remaining Markel Group position as of Q2 2017 after selling out during the quarter.
Whitnell & Co sold 18 Markel Group shares in Q2 2017, an estimated $18K.
Whitnell & Co first reported a position in Markel Group in Q4 2016 and held it in 2 quarters.
Whitnell & Co's Markel Group position peaked at $18K in Q1 2017.
437 funds tracked by Wall St. Rank held Markel Group as of Q2 2017.

Based on Whitnell & Co's 13F filing for Q2 2017, filed 28 Jul 2017.