AAM
Aureus Asset Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-240
| Closed | -$248K | – | 190 |
|
|
2020
Q4 | $248K | Hold |
240
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $234K | Sell |
240
-50
| -17% | -$48.8K | 0.02% | 159 |
|
|
2020
Q2 | $268K | Buy |
290
+50
| +21% | +$46.2K | 0.03% | 137 |
|
|
2020
Q1 | $223K | Hold |
240
| – | – | 0.03% | 138 |
|
|
2019
Q4 | $274K | Hold |
240
| – | – | 0.03% | 155 |
|
|
2019
Q3 | $284K | Hold |
240
| – | – | 0.04% | 139 |
|
|
2019
Q2 | $262K | Hold |
240
| – | – | 0.03% | 152 |
|
|
2019
Q1 | $239K | Hold |
240
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $249K | Sell |
240
-150
| -38% | -$156K | 0.04% | 147 |
|
|
2018
Q3 | $464K | Sell |
390
-250
| -39% | -$297K | 0.06% | 118 |
|
|
2018
Q2 | $694K | Hold |
640
| – | – | 0.1% | 98 |
|
|
2018
Q1 | $749K | Hold |
640
| – | – | 0.11% | 86 |
|
|
2017
Q4 | $729K | Sell |
640
-150
| -19% | -$171K | 0.11% | 89 |
|
|
2017
Q3 | $844K | Buy |
+790
| New | +$844K | 0.13% | 79 |
|