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Wilmington Funds Management’s Markel Group MKL Stock Holding History

Wilmington Funds Management’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
Q2 		– Sell
-380
Closed -$227K – 787
2014
Q1 		$227K Hold
380
– – 0.02% 628
2013
Q4 		$221K Buy
+380
New +$206K 0.02% 672

Other funds holding MKL

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Vanguard Group
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $21.8B AUM 23.45% 1-Year Est. Return

Wilmington Funds Management's MKL Position: Q2 2014 in Review

Wilmington Funds Management sold out of Markel Group (MKL) in Q2 2014, closing a stake of 380 shares — an estimated $227K sold.

Wilmington Funds Management first reported a position in MKL in Q4 2013 and held it in 2 quarters. The position peaked at $227K in Q1 2014. 287 funds tracked by Wall St. Rank hold MKL as of Q2 2014.

  • Wilmington Funds Management reported no remaining Markel Group position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 380 Markel Group shares in Q2 2014, an estimated $227K.
  • Wilmington Funds Management first reported a position in Markel Group in Q4 2013 and held it in 2 quarters.
  • Wilmington Funds Management's Markel Group position peaked at $227K in Q1 2014.
  • 287 funds tracked by Wall St. Rank held Markel Group as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.