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Wilmington Trust’s Markel Group MKL Stock Holding History

Wilmington Trust’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 		$879K Hold
1,341
– – 0.01% 414
2014
Q1 		$799K Sell
1,341
-801
-37% -$456K 0.01% 415
2013
Q4 		$1.24M Sell
2,142
-87
-4% -$47.2K 0.02% 329
2013
Q3 		$1.16M Buy
2,229
+832
+60% +$437K 0.02% 316
2013
Q2 		$737K Buy
+1,397
New +$731K 0.01% 388

Other funds holding MKL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 Trust's MKL Position: Q2 2014 in Review

Wilmington Trust held its Markel Group (MKL) position steady in Q2 2014 at 1,341 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #414.

Wilmington Trust first reported a position in MKL in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2013. 287 funds tracked by Wall St. Rank hold MKL as of Q2 2014.

  • Wilmington Trust held 1,341 shares of Markel Group worth $879K as of Q2 2014.
  • Wilmington Trust left its Markel Group share count unchanged in Q2 2014.
  • Markel Group made up 0.01% of Wilmington Trust's portfolio in Q2 2014, its #414 holding.
  • Wilmington Trust first reported a position in Markel Group in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's Markel Group position peaked at $1.24M in Q4 2013.
  • 287 funds tracked by Wall St. Rank held Markel Group as of Q2 2014.

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