Asset Dedication LLC’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 | $22K | Hold |
11
| – | – | ﹤0.01% | 672 |
|
|
2025
Q1 | $20.6K | Hold |
11
| – | – | ﹤0.01% | 640 |
|
|
2024
Q4 | $19K | Hold |
11
| – | – | ﹤0.01% | 661 |
|
|
2024
Q3 | $17.3K | Hold |
11
| – | – | ﹤0.01% | 716 |
|
|
2024
Q2 | $17.3K | Hold |
11
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $17K | Sell |
11
-8
| -42% | -$12.4K | ﹤0.01% | 615 |
|
|
2023
Q4 | $26K | Hold |
19
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $28K | Hold |
19
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $26K | Buy |
19
+8
| +73% | +$10.9K | ﹤0.01% | 522 |
|
|
2023
Q1 | $14K | Hold |
11
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $15K | Hold |
11
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $12K | Buy |
+11
| New | +$12K | ﹤0.01% | 600 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$16K | – | 793 |
|
|
2022
Q1 | $16K | Hold |
11
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $14K | Sell |
11
-9
| -45% | -$11.5K | ﹤0.01% | 600 |
|
|
2021
Q3 | $25K | Buy |
20
+3
| +18% | +$3.75K | ﹤0.01% | 520 |
|
|
2021
Q2 | $20K | Buy |
17
+8
| +89% | +$9.41K | ﹤0.01% | 527 |
|
|
2021
Q1 | $10K | Hold |
9
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $9K | Hold |
9
| – | – | ﹤0.01% | 541 |
|
|
2020
Q2 | $8K | Hold |
9
| – | – | ﹤0.01% | 486 |
|
|
2020
Q1 | $8K | Hold |
9
| – | – | ﹤0.01% | 483 |
|
|
2019
Q4 | $10K | Hold |
9
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $11K | Hold |
9
| – | – | ﹤0.01% | 439 |
|
|
2019
Q2 | $10K | Hold |
9
| – | – | ﹤0.01% | 426 |
|
|
2019
Q1 | $9K | Hold |
9
| – | – | ﹤0.01% | 463 |
|
|
2018
Q4 | $9K | Hold |
9
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $11K | Hold |
9
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $10K | Hold |
9
| – | – | ﹤0.01% | 446 |
|
|
2018
Q1 | $11K | Hold |
9
| – | – | 0.01% | 368 |
|
|
2017
Q4 | $10K | Buy |
+9
| New | +$10K | ﹤0.01% | 358 |
|