Sterneck Capital Management’s Markel Group MKL Stock Holding History

Sterneck Capital Management’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
2015 Q3	–	Sell	-271	Closed	-$217K	–	140
2015 Q2	$217K	Sell	271 -400	-60%	-$311K	0.12%	127
2015 Q1	$516K	Sell	671 -2,950	-81%	-$2.13M	0.28%	76
2014 Q4	$2.47M	Sell	3,621 -53	-1%	-$35.9K	1.47%	26
2014 Q3	$2.34M	Buy	3,674 +2	+0.1%	+$1.29K	1.4%	27
2014 Q2	$2.41M	Sell	3,672 -1,013	-22%	-$638K	1.41%	23
2014 Q1	$2.79M	Sell	4,685 -514	-10%	-$293K	1.52%	24
2013 Q4	$3.02M	Buy	5,199 +60	+1%	+$32.6K	1.83%	12
2013 Q3	$2.66M	Buy	5,139 +286	+6%	+$150K	1.69%	17
2013 Q2	$2.56M	Buy	+4,853	New	+$2.54M	1.61%	21

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Principal Financial Group

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AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

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

Wellington Management Group

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

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return