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Winfield Associates’s Markel Group MKL Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-1
Closed -$2K – 434
2017
Q4 		$2K Hold
1
– – ﹤0.01% 678
2017
Q3 		$1K Buy
+1
New +$1.03K ﹤0.01% 703
2014
Q3 		– Sell
-100
Closed -$65K – 299
2014
Q2 		$65K Hold
100
– – 0.05% 163
2014
Q1 		$60K Hold
100
– – 0.05% 151
2013
Q4 		$58K Buy
+100
New +$54.3K 0.05% 155

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winfield Associates's MKL Position: Q1 2018 in Review

Winfield Associates sold out of Markel Group (MKL) in Q1 2018, closing a stake of 1 share — an estimated $2K sold.

Winfield Associates first reported a position in MKL in Q4 2013 and held it in 5 quarters. The position peaked at $65K in Q2 2014. 493 funds tracked by Wall St. Rank hold MKL as of Q1 2018.

  • Winfield Associates reported no remaining Markel Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1 Markel Group share in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in Markel Group in Q4 2013 and held it in 5 quarters.
  • Winfield Associates's Markel Group position peaked at $65K in Q2 2014.
  • 493 funds tracked by Wall St. Rank held Markel Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.