Spectrum Advisory Services’s Markel Group MKL Stock Holding History

Spectrum Advisory Services’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
2016 Q1	$318K	Hold	357	–	–	0.12%	121
2015 Q4	$315K	Hold	357	–	–	0.13%	122
2015 Q3	$286K	Hold	357	–	–	0.12%	124
2015 Q2	$286K	Hold	357	–	–	0.11%	127
2015 Q1	$275K	Hold	357	–	–	0.1%	138
2014 Q4	$244K	Hold	357	–	–	0.08%	149
2014 Q3	$227K	Hold	357	–	–	0.08%	153
2014 Q2	$234K	Hold	357	–	–	0.08%	154
2014 Q1	$213K	Hold	357	–	–	0.08%	160
2013 Q4	$207K	Buy	+357	New	+$194K	0.07%	164

Other funds holding MKL

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

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

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

ACM

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

ACM

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSA

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

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

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

Spectrum Advisory Services's MKL Position: Q1 2016 in Review

Spectrum Advisory Services held its Markel Group (MKL) position steady in Q1 2016 at 357 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #121.

Spectrum Advisory Services first reported a position in MKL in Q4 2013 and has held it in 10 quarters since. 406 funds tracked by Wall St. Rank hold MKL as of Q1 2016.

Spectrum Advisory Services held 357 shares of Markel Group worth $318K as of Q1 2016.
Spectrum Advisory Services left its Markel Group share count unchanged in Q1 2016.
Markel Group made up 0.12% of Spectrum Advisory Services's portfolio in Q1 2016, its #121 holding.
Spectrum Advisory Services first reported a position in Markel Group in Q4 2013 and has held it in 10 quarters since.
406 funds tracked by Wall St. Rank held Markel Group as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.