Bank of Montreal’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 | $1.71M | Sell |
855
-6
| -0.7% | -$12K | ﹤0.01% | 1421 |
|
2025
Q1 | $1.61M | Sell |
861
-27
| -3% | -$50.5K | ﹤0.01% | 1401 |
|
2024
Q4 | $1.53M | Sell |
888
-2,809
| -76% | -$4.85M | ﹤0.01% | 1445 |
|
2024
Q3 | $5.8M | Buy |
3,697
+66
| +2% | +$104K | ﹤0.01% | 1140 |
|
2024
Q2 | $5.74M | Sell |
3,631
-31
| -0.8% | -$49K | ﹤0.01% | 1092 |
|
2024
Q1 | $5.59M | Sell |
3,662
-5,294
| -59% | -$8.09M | ﹤0.01% | 1051 |
|
2023
Q4 | $12.7M | Buy |
8,956
+7,318
| +447% | +$10.4M | ﹤0.01% | 820 |
|
2023
Q3 | $2.5M | Sell |
1,638
-3,188
| -66% | -$4.87M | ﹤0.01% | 1352 |
|
2023
Q2 | $6.73M | Buy |
4,826
+3,754
| +350% | +$5.23M | ﹤0.01% | 1046 |
|
2023
Q1 | $1.37M | Buy |
1,072
+598
| +126% | +$765K | ﹤0.01% | 1653 |
|
2022
Q4 | $626K | Sell |
474
-513
| -52% | -$677K | ﹤0.01% | 2114 |
|
2022
Q3 | $1.2K | Sell |
987
-55
| -5% | -$67 | ﹤0.01% | 1748 |
|
2022
Q2 | $1.39K | Buy |
1,042
+57
| +6% | +$76 | ﹤0.01% | 1779 |
|
2022
Q1 | $1.47M | Sell |
985
-10,182
| -91% | -$15.2M | ﹤0.01% | 1731 |
|
2021
Q4 | $13.8M | Buy |
11,167
+9,461
| +555% | +$11.7M | 0.01% | 840 |
|
2021
Q3 | $2.06M | Sell |
1,706
-2,696
| -61% | -$3.26M | ﹤0.01% | 1886 |
|
2021
Q2 | $5.29M | Buy |
4,402
+3,413
| +345% | +$4.1M | ﹤0.01% | 1487 |
|
2021
Q1 | $1.16M | Sell |
989
-125
| -11% | -$146K | ﹤0.01% | 1800 |
|
2020
Q4 | $1.15M | Sell |
1,114
-27
| -2% | -$27.9K | ﹤0.01% | 1799 |
|
2020
Q3 | $1.12M | Sell |
1,141
-254
| -18% | -$249K | ﹤0.01% | 1637 |
|
2020
Q2 | $1.25M | Sell |
1,395
-226
| -14% | -$202K | ﹤0.01% | 1569 |
|
2020
Q1 | $1.47M | Sell |
1,621
-8,821
| -84% | -$8.02M | ﹤0.01% | 1399 |
|
2019
Q4 | $11.9M | Buy |
10,442
+8,477
| +431% | +$9.69M | 0.01% | 783 |
|
2019
Q3 | $2.32M | Sell |
1,965
-2,835
| -59% | -$3.35M | ﹤0.01% | 1345 |
|
2019
Q2 | $5.23M | Buy |
4,800
+146
| +3% | +$159K | ﹤0.01% | 1033 |
|
2019
Q1 | $4.64M | Buy |
4,654
+947
| +26% | +$943K | ﹤0.01% | 1083 |
|
2018
Q4 | $3.85M | Buy |
3,707
+1,724
| +87% | +$1.79M | ﹤0.01% | 1102 |
|
2018
Q3 | $2.36M | Sell |
1,983
-1,386
| -41% | -$1.65M | ﹤0.01% | 1444 |
|
2018
Q2 | $3.65M | Sell |
3,369
-269
| -7% | -$292K | ﹤0.01% | 1220 |
|
2018
Q1 | $4.26M | Buy |
3,638
+2,007
| +123% | +$2.35M | ﹤0.01% | 1144 |
|
2017
Q4 | $1.86M | Sell |
1,631
-2,199
| -57% | -$2.5M | ﹤0.01% | 1490 |
|
2017
Q3 | $4.09M | Buy |
3,830
+1,543
| +67% | +$1.65M | ﹤0.01% | 1193 |
|
2017
Q2 | $2.23M | Buy |
2,287
+189
| +9% | +$185K | ﹤0.01% | 1455 |
|
2017
Q1 | $2.05M | Sell |
2,098
-56
| -3% | -$54.6K | ﹤0.01% | 1414 |
|
2016
Q4 | $1.94M | Sell |
2,154
-126
| -6% | -$113K | ﹤0.01% | 1443 |
|
2016
Q3 | $2.12M | Sell |
2,280
-6
| -0.3% | -$5.57K | ﹤0.01% | 1362 |
|
2016
Q2 | $2.18M | Buy |
2,286
+500
| +28% | +$476K | ﹤0.01% | 1361 |
|
2016
Q1 | $1.59M | Buy |
1,786
+183
| +11% | +$163K | ﹤0.01% | 1452 |
|
2015
Q4 | $1.42M | Buy |
1,603
+1,245
| +348% | +$1.1M | ﹤0.01% | 1462 |
|
2015
Q3 | $287K | Sell |
358
-23
| -6% | -$18.4K | ﹤0.01% | 1895 |
|
2015
Q2 | $305K | Sell |
381
-1
| -0.3% | -$801 | ﹤0.01% | 2035 |
|
2015
Q1 | $294K | Buy |
382
+1
| +0.3% | +$770 | ﹤0.01% | 2009 |
|
2014
Q4 | $260K | Sell |
381
-22
| -5% | -$15K | ﹤0.01% | 2027 |
|
2014
Q3 | $256K | Buy |
403
+22
| +6% | +$14K | ﹤0.01% | 2005 |
|
2014
Q2 | $250K | Hold |
381
| – | – | ﹤0.01% | 2047 |
|
2014
Q1 | $227K | Sell |
381
-100
| -21% | -$59.6K | ﹤0.01% | 1976 |
|
2013
Q4 | $280K | Sell |
481
-1
| -0.2% | -$582 | ﹤0.01% | 1805 |
|
2013
Q3 | $250K | Buy |
482
+366
| +316% | +$190K | ﹤0.01% | 1795 |
|
2013
Q2 | $61K | Buy |
+116
| New | +$61K | ﹤0.01% | 2271 |
|