Adalta Capital Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
2,643
+52
| +2% | +$104K | 2.65% | 13 |
|
|
2025
Q1 | $4.84M | Buy |
2,591
+25
| +1% | +$46.7K | 2.58% | 14 |
|
|
2024
Q4 | $4.43M | Buy |
2,566
+752
| +41% | +$1.3M | 2.31% | 14 |
|
|
2024
Q3 | $2.85M | Buy |
1,814
+21
| +1% | +$32.9K | 1.47% | 17 |
|
|
2024
Q2 | $2.83M | Buy |
1,793
+24
| +1% | +$37.8K | 1.54% | 14 |
|
|
2024
Q1 | $2.69M | Buy |
1,769
+78
| +5% | +$119K | 1.49% | 15 |
|
|
2023
Q4 | $2.4M | Buy |
1,691
+180
| +12% | +$256K | 1.45% | 17 |
|
|
2023
Q3 | $2.22M | Buy |
1,511
+499
| +49% | +$734K | 1.52% | 18 |
|
|
2023
Q2 | $1.4M | Buy |
1,012
+652
| +181% | +$902K | 0.94% | 30 |
|
|
2023
Q1 | $460K | Hold |
360
| – | – | 0.32% | 49 |
|
|
2022
Q4 | $474K | Hold |
360
| – | – | 0.33% | 49 |
|
|
2022
Q3 | $390K | Hold |
360
| – | – | 0.28% | 48 |
|
|
2022
Q2 | $466K | Hold |
360
| – | – | 0.3% | 47 |
|
|
2022
Q1 | $531K | Hold |
360
| – | – | 0.26% | 50 |
|
|
2021
Q4 | $444K | Hold |
360
| – | – | 0.2% | 54 |
|
|
2021
Q3 | $430K | Hold |
360
| – | – | 0.24% | 51 |
|
|
2021
Q2 | $427K | Hold |
360
| – | – | 0.23% | 53 |
|
|
2021
Q1 | $410K | Hold |
360
| – | – | 0.24% | 48 |
|
|
2020
Q4 | $372K | Hold |
360
| – | – | 0.23% | 45 |
|
|
2020
Q3 | $351K | Hold |
360
| – | – | 0.26% | 44 |
|
|
2020
Q2 | $332K | Sell |
360
-2,361
| -87% | -$2.18M | 0.26% | 42 |
|
|
2020
Q1 | $2.53M | Sell |
2,721
-95
| -3% | -$88.2K | 2.29% | 17 |
|
|
2019
Q4 | $3.22M | Sell |
2,816
-10
| -0.4% | -$11.4K | 2.03% | 19 |
|
|
2019
Q3 | $3.34M | Sell |
2,826
-70
| -2% | -$82.7K | 2.21% | 19 |
|
|
2019
Q2 | $3.16M | Buy |
2,896
+33
| +1% | +$36K | 2.07% | 20 |
|
|
2019
Q1 | $2.85M | Buy |
2,863
+46
| +2% | +$45.8K | 2.16% | 20 |
|
|
2018
Q4 | $2.92M | Sell |
2,817
-32
| -1% | -$33.2K | 2.73% | 14 |
|
|
2018
Q3 | $3.39M | Hold |
2,849
| – | – | 2.42% | 18 |
|
|
2018
Q2 | $3.09M | Sell |
2,849
-538
| -16% | -$583K | 2.18% | 17 |
|
|
2018
Q1 | $3.96M | Hold |
3,387
| – | – | 3.03% | 11 |
|
|
2017
Q4 | $3.86M | Sell |
3,387
-110
| -3% | -$125K | 2.94% | 11 |
|
|
2017
Q3 | $3.74M | Sell |
3,497
-5
| -0.1% | -$5.34K | 3.05% | 13 |
|
|
2017
Q2 | $3.42M | Hold |
3,502
| – | – | 2.76% | 14 |
|
|
2017
Q1 | $3.42M | Buy |
+3,502
| New | +$3.42M | 2.89% | 13 |
|