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Wintrust Investments’s Markel Group MKL Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-185
Closed -$201K – 369
2018
Q2 		$201K Hold
185
– – 0.03% 340
2018
Q1 		$216K Sell
185
-35
-16% -$39.4K 0.05% 238
2017
Q4 		$251K Sell
220
-65
-23% -$71.1K 0.06% 250
2017
Q3 		$304K Sell
285
-126
-31% -$130K 0.08% 222
2017
Q2 		$401K Sell
411
-14
-3% -$13.6K 0.11% 193
2017
Q1 		$415K Sell
425
-16
-4% -$15.1K 0.12% 183
2016
Q4 		$399K Hold
441
– – 0.17% 123
2016
Q3 		$410K Sell
441
-170
-28% -$159K 0.19% 103
2016
Q2 		$82K Buy
+611
New +$569K 0.16% 47

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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wintrust Investments's MKL Position: Q3 2018 in Review

Wintrust Investments sold out of Markel Group (MKL) in Q3 2018, closing a stake of 185 shares — an estimated $201K sold.

Wintrust Investments first reported a position in MKL in Q2 2016 and held it in 9 quarters. The position peaked at $415K in Q1 2017. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Wintrust Investments reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
  • Wintrust Investments sold 185 Markel Group shares in Q3 2018, an estimated $201K.
  • Wintrust Investments first reported a position in Markel Group in Q2 2016 and held it in 9 quarters.
  • Wintrust Investments's Markel Group position peaked at $415K in Q1 2017.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Wintrust Investments's 13F filing for Q3 2018, filed 13 Nov 2018.