Bank Julius Baer & Co’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 | $170M | Buy |
85,106
+9,271
| +12% | +$18.5M | 0.51% | 57 |
|
|
2025
Q1 | $153M | Buy |
75,835
+2,064
| +3% | +$4.17M | 0.5% | 57 |
|
|
2024
Q4 | $136M | Buy |
73,771
+4,885
| +7% | +$8.98M | 0.42% | 60 |
|
|
2024
Q3 | $121M | Sell |
68,886
-2,445
| -3% | -$4.29M | 0.41% | 62 |
|
|
2024
Q2 | $121M | Sell |
71,331
-4,004
| -5% | -$6.77M | 0.46% | 55 |
|
|
2024
Q1 | $115M | Buy |
75,335
+961
| +1% | +$1.46M | 0.44% | 64 |
|
|
2023
Q4 | $106M | Buy |
74,374
+22,940
| +45% | +$32.6M | 0.45% | 66 |
|
|
2023
Q3 | $75.7M | Buy |
51,434
+5,762
| +13% | +$8.48M | 0.44% | 58 |
|
|
2023
Q2 | $63.2M | Sell |
45,672
-82
| -0.2% | -$113K | 0.38% | 65 |
|
|
2023
Q1 | $58.4M | Buy |
45,754
+632
| +1% | +$807K | 0.37% | 68 |
|
|
2022
Q4 | $59.4M | Buy |
45,122
+996
| +2% | +$1.31M | 0.41% | 63 |
|
|
2022
Q3 | $47.8M | Sell |
44,126
-121
| -0.3% | -$131K | 0.36% | 70 |
|
|
2022
Q2 | $57.2M | Buy |
44,247
+2,294
| +5% | +$2.97M | 0.4% | 62 |
|
|
2022
Q1 | $61.9M | Buy |
41,953
+882
| +2% | +$1.3M | 0.37% | 58 |
|
|
2021
Q4 | $50.7M | Sell |
41,071
-8
| -0% | -$9.87K | 0.27% | 68 |
|
|
2021
Q3 | $49.1M | Buy |
41,079
+357
| +0.9% | +$427K | 0.3% | 67 |
|
|
2021
Q2 | $48.3M | Buy |
40,722
+1,065
| +3% | +$1.26M | 0.31% | 69 |
|
|
2021
Q1 | $45.2M | Buy |
+39,657
| New | +$45.2M | 0.34% | 67 |
|