WI
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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 $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $6.12B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return