Aperio Group’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.98M | Sell |
3,847
-1,351
| -26% | -$1.4M | 0.01% | 931 |
|
|
2020
Q3 | $5.06M | Buy |
5,198
+1,127
| +28% | +$1.1M | 0.02% | 733 |
|
|
2020
Q2 | $3.76M | Sell |
4,071
-1,420
| -26% | -$1.31M | 0.01% | 839 |
|
|
2020
Q1 | $5.1M | Buy |
5,491
+294
| +6% | +$273K | 0.02% | 644 |
|
|
2019
Q4 | $5.94M | Buy |
5,197
+190
| +4% | +$217K | 0.02% | 676 |
|
|
2019
Q3 | $5.92M | Sell |
5,007
-56
| -1% | -$66.2K | 0.02% | 653 |
|
|
2019
Q2 | $5.52M | Buy |
5,063
+191
| +4% | +$208K | 0.02% | 675 |
|
|
2019
Q1 | $4.85M | Sell |
4,872
-865
| -15% | -$862K | 0.02% | 713 |
|
|
2018
Q4 | $5.96M | Sell |
5,737
-1,038
| -15% | -$1.08M | 0.03% | 575 |
|
|
2018
Q3 | $8.05M | Buy |
6,775
+341
| +5% | +$405K | 0.04% | 514 |
|
|
2018
Q2 | $6.98M | Buy |
6,434
+153
| +2% | +$166K | 0.03% | 551 |
|
|
2018
Q1 | $7.35M | Buy |
6,281
+347
| +6% | +$406K | 0.04% | 526 |
|
|
2017
Q4 | $6.76M | Buy |
5,934
+229
| +4% | +$261K | 0.03% | 538 |
|
|
2017
Q3 | $6.09M | Buy |
5,705
+237
| +4% | +$253K | 0.03% | 536 |
|
|
2017
Q2 | $5.34M | Buy |
5,468
+335
| +7% | +$327K | 0.03% | 556 |
|
|
2017
Q1 | $5.01M | Sell |
5,133
-347
| -6% | -$339K | 0.03% | 549 |
|
|
2016
Q4 | $4.96M | Buy |
5,480
+470
| +9% | +$425K | 0.04% | 509 |
|
|
2016
Q3 | $4.65M | Buy |
5,010
+667
| +15% | +$619K | 0.03% | 562 |
|
|
2016
Q2 | $4.14M | Buy |
4,343
+175
| +4% | +$167K | 0.03% | 569 |
|
|
2016
Q1 | $3.72M | Buy |
4,168
+809
| +24% | +$721K | 0.03% | 582 |
|
|
2015
Q4 | $2.97M | Sell |
3,359
-97
| -3% | -$85.7K | 0.03% | 615 |
|
|
2015
Q3 | $2.77M | Buy |
3,456
+78
| +2% | +$62.5K | 0.03% | 618 |
|
|
2015
Q2 | $2.71M | Buy |
3,378
+393
| +13% | +$315K | 0.03% | 611 |
|
|
2015
Q1 | $2.3M | Buy |
2,985
+157
| +6% | +$121K | 0.03% | 630 |
|
|
2014
Q4 | $1.93M | Sell |
2,828
-140
| -5% | -$95.6K | 0.02% | 652 |
|
|
2014
Q3 | $1.89M | Buy |
2,968
+321
| +12% | +$204K | 0.03% | 629 |
|
|
2014
Q2 | $1.74M | Buy |
2,647
+116
| +5% | +$76K | 0.03% | 636 |
|
|
2014
Q1 | $1.51M | Buy |
+2,531
| New | +$1.51M | 0.02% | 809 |
|
|
2013
Q4 | – | Sell |
-1,428
| Closed | -$739K | – | 783 |
|
|
2013
Q3 | $739K | Buy |
1,428
+568
| +66% | +$294K | 0.01% | 972 |
|
|
2013
Q2 | $453K | Buy |
+860
| New | +$453K | 0.01% | 1082 |
|