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	–	139
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

Other funds holding MKL

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

ACM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BIT

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

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

Sterneck Capital Management's MKL Position: Q3 2015 in Review

Sterneck Capital Management sold out of Markel Group (MKL) in Q3 2015, closing a stake of 271 shares — an estimated $217K sold.

Sterneck Capital Management first reported a position in MKL in Q2 2013 and held it in 9 quarters. The position peaked at $3.02M in Q4 2013. 352 funds tracked by Wall St. Rank hold MKL as of Q3 2015.

Sterneck Capital Management reported no remaining Markel Group position as of Q3 2015 after selling out during the quarter.
Sterneck Capital Management sold 271 Markel Group shares in Q3 2015, an estimated $217K.
Sterneck Capital Management first reported a position in Markel Group in Q2 2013 and held it in 9 quarters.
Sterneck Capital Management's Markel Group position peaked at $3.02M in Q4 2013.
352 funds tracked by Wall St. Rank held Markel Group as of Q3 2015.

Based on Sterneck Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.