Yorktown Management & Research Company’s Markel Group MKL Stock Holding History

Yorktown Management & Research Company’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
2019 Q3	–	Sell	-300	Closed	-$327K	–	328
2019 Q2	$327K	Hold	300	–	–	0.12%	211
2019 Q1	$299K	Hold	300	–	–	0.1%	245
2018 Q4	$311K	Hold	300	–	–	0.1%	202
2018 Q3	$357K	Hold	300	–	–	0.1%	210
2018 Q2	$325K	Hold	300	–	–	0.09%	241
2018 Q1	$351K	Hold	300	–	–	0.1%	196
2017 Q4	$342K	Hold	300	–	–	0.1%	224
2017 Q3	$320K	Hold	300	–	–	0.08%	218
2017 Q2	$293K	Hold	300	–	–	0.09%	161
2017 Q1	$293K	Hold	300	–	–	0.08%	172
2016 Q4	$271K	Sell	300 -100	-25%	-$89.2K	0.07%	189
2016 Q3	$372K	Hold	400	–	–	0.08%	105
2016 Q2	$381K	Hold	400	–	–	0.09%	110
2016 Q1	$357K	Hold	400	–	–	0.07%	156
2015 Q4	$353K	Hold	400	–	–	0.06%	192
2015 Q3	$321K	Hold	400	–	–	0.05%	223
2015 Q2	$320K	Hold	400	–	–	0.06%	207
2015 Q1	$308K	Hold	400	–	–	0.06%	208
2014 Q4	$273K	Hold	400	–	–	0.06%	218
2014 Q3	$254K	Hold	400	–	–	0.05%	259
2014 Q2	$262K	Hold	400	–	–	0.05%	288
2014 Q1	$238K	Hold	400	–	–	0.05%	352
2013 Q4	$232K	Hold	400	–	–	0.05%	342
2013 Q3	$207K	Hold	400	–	–	0.04%	324
2013 Q2	$211K	Buy	+400	New	+$209K	0.04%	276

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Yorktown Management & Research Company's MKL Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Markel Group (MKL) in Q3 2019, closing a stake of 300 shares — an estimated $327K sold.

Yorktown Management & Research Company first reported a position in MKL in Q2 2013 and held it in 25 quarters. The position peaked at $381K in Q2 2016. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

Yorktown Management & Research Company reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
Yorktown Management & Research Company sold 300 Markel Group shares in Q3 2019, an estimated $327K.
Yorktown Management & Research Company first reported a position in Markel Group in Q2 2013 and held it in 25 quarters.
Yorktown Management & Research Company's Markel Group position peaked at $381K in Q2 2016.
509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.