WFG Advisors’s Markel Group MKL Stock Holding History

WFG Advisors’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
2017 Q2	$27K	Buy	28 +18	+180%	+$17.5K	0.01%	871
2017 Q1	$10K	Hold	10	–	–	﹤0.01%	1081
2016 Q4	$9K	Sell	10 -15	-60%	-$13.4K	﹤0.01%	1139
2016 Q3	$23K	Hold	25	–	–	0.01%	913
2016 Q2	$24K	Hold	25	–	–	0.01%	880
2016 Q1	$22K	Hold	25	–	–	0.01%	865
2015 Q4	$22K	Hold	25	–	–	0.01%	873
2015 Q3	$20K	Hold	25	–	–	0.01%	886
2015 Q2	$20K	Hold	25	–	–	0.01%	978
2015 Q1	$19K	Hold	25	–	–	0.01%	1008
2014 Q4	$17K	Hold	25	–	–	﹤0.01%	1282
2014 Q3	$16K	Hold	25	–	–	﹤0.01%	1353
2014 Q2	$16K	Hold	25	–	–	﹤0.01%	1346
2014 Q1	$15K	Hold	25	–	–	﹤0.01%	1357
2013 Q4	$15K	Sell	25 -14	-36%	-$7.6K	﹤0.01%	1456
2013 Q3	$20K	Hold	39	–	–	﹤0.01%	1283
2013 Q2	$21K	Buy	+39	New	+$20.4K	﹤0.01%	1196

Other funds holding MKL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

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

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

Baillie Gifford & Co

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

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

Wellington Management Group

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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