Annis Gardner Whiting Capital Advisors’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 | $1.44M | Buy |
720
+37
| +5% | +$73.9K | 0.5% | 37 |
|
|
2025
Q1 | $1.28M | Sell |
683
-1,024
| -60% | -$1.91M | 0.54% | 37 |
|
|
2024
Q4 | $2.95M | Buy |
1,707
+979
| +134% | +$1.69M | 0.83% | 17 |
|
|
2024
Q3 | $1.14M | Sell |
728
-11
| -1% | -$17.3K | 0.32% | 58 |
|
|
2024
Q2 | $1.16M | Sell |
739
-11
| -1% | -$17.3K | 0.33% | 54 |
|
|
2024
Q1 | $1.14M | Sell |
750
-44
| -6% | -$66.9K | 0.41% | 34 |
|
|
2023
Q4 | $1.13M | Sell |
794
-26
| -3% | -$36.9K | 0.5% | 32 |
|
|
2023
Q3 | $1.21M | Buy |
+820
| New | +$1.21M | 0.64% | 23 |
|