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Windsor Financial Group’s Markel Group MKL Stock Holding History

Windsor Financial Group’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 		$8.15M Sell
8,354
-160
-2% -$155K 3.81% 3
2017
Q1 		$8.31M Sell
8,514
-340
-4% -$321K 3.81% 3
2016
Q4 		$8.01M Buy
8,854
+2,400
+37% +$2.14M 3.79% 3
2016
Q3 		$5.99M Sell
6,454
-95
-1% -$88.6K 2.81% 7
2016
Q2 		$6.24M Sell
6,549
-2,574
-28% -$2.4M 2.85% 5
2016
Q1 		$8.13M Buy
9,123
+263
+3% +$226K 3.72% 2
2015
Q4 		$7.83M Sell
8,860
-343
-4% -$298K 3.81% 2
2015
Q3 		$7.38M Sell
9,203
-240
-3% -$203K 3.55% 2
2015
Q2 		$7.56M Buy
9,443
+238
+3% +$185K 3.26% 2
2015
Q1 		$7.08M Buy
9,205
+545
+6% +$394K 3.17% 2
2014
Q4 		$5.91M Buy
8,660
+340
+4% +$231K 2.81% 3
2014
Q3 		$5.29M Buy
8,320
+50
+0.6% +$32.3K 2.54% 9
2014
Q2 		$5.42M Buy
8,270
+230
+3% +$145K 2.65% 5
2014
Q1 		$4.79M Buy
8,040
+245
+3% +$140K 2.43% 11
2013
Q4 		$4.52M Buy
+7,795
New +$4.23M 2.51% 11

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Windsor Financial Group's MKL Position: Q2 2017 in Review

Windsor Financial Group reduced its Markel Group (MKL) stake by 1.9% in Q2 2017, selling an estimated $155K and leaving 8,354 shares worth $8.15M. The position accounts for 3.81% of the portfolio, ranked #3.

Windsor Financial Group first reported a position in MKL in Q4 2013 and has held it in 15 quarters since. The position peaked at $8.31M in Q1 2017. 437 funds tracked by Wall St. Rank hold MKL as of Q2 2017.

  • Windsor Financial Group held 8,354 shares of Markel Group worth $8.15M as of Q2 2017.
  • Windsor Financial Group sold 160 Markel Group shares in Q2 2017, an estimated $155K.
  • Markel Group made up 3.81% of Windsor Financial Group's portfolio in Q2 2017, its #3 holding.
  • Windsor Financial Group first reported a position in Markel Group in Q4 2013 and has held it in 15 quarters since.
  • Windsor Financial Group's Markel Group position peaked at $8.31M in Q1 2017.
  • 437 funds tracked by Wall St. Rank held Markel Group as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.