Alleghany Corporation’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-3,125,000	Closed	-$225M	–	37
2015 Q4	$225M	Hold	3,125,000	–	–	7.94%	2
2015 Q3	$207M	Buy	3,125,000 +825,000	+36%	+$54.6M	7.38%	3
2015 Q2	$171M	Buy	2,300,000 +1,300,000	+130%	+$96.7M	5.85%	8
2015 Q1	$72.5M	Buy	+1,000,000	New	+$72.5M	2.56%	14