Bay Colony Advisors’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 | $1.01M | Buy |
505
+1
| +0.2% | +$2K | 0.14% | 143 |
|
|
2025
Q1 | $935K | Buy |
504
+33
| +7% | +$61.2K | 0.14% | 147 |
|
|
2024
Q4 | $813K | Buy |
471
+60
| +15% | +$104K | 0.12% | 175 |
|
|
2024
Q3 | $645K | Buy |
411
+39
| +10% | +$61.2K | 0.1% | 207 |
|
|
2024
Q2 | $586K | Hold |
372
| – | – | 0.1% | 195 |
|
|
2024
Q1 | $566K | Sell |
372
-3
| -0.8% | -$4.56K | 0.1% | 193 |
|
|
2023
Q4 | $532K | Buy |
375
+21
| +6% | +$29.8K | 0.1% | 181 |
|
|
2023
Q3 | $521K | Buy |
354
+4
| +1% | +$5.89K | 0.13% | 165 |
|
|
2023
Q2 | $484K | Hold |
350
| – | – | 0.12% | 175 |
|
|
2023
Q1 | $442K | Buy |
350
+6
| +2% | +$7.58K | 0.12% | 174 |
|
|
2022
Q4 | $453K | Buy |
344
+21
| +7% | +$27.7K | 0.12% | 173 |
|
|
2022
Q3 | $350K | Buy |
323
+60
| +23% | +$65K | 0.1% | 196 |
|
|
2022
Q2 | $341K | Buy |
263
+64
| +32% | +$83K | 0.09% | 220 |
|
|
2022
Q1 | $294K | Hold |
199
| – | – | 0.07% | 265 |
|
|
2021
Q4 | $246K | Buy |
199
+2
| +1% | +$2.47K | 0.07% | 300 |
|
|
2021
Q3 | $235K | Hold |
197
| – | – | 0.08% | 300 |
|
|
2021
Q2 | $234K | Buy |
197
+3
| +2% | +$3.56K | 0.08% | 307 |
|
|
2021
Q1 | $221K | Sell |
194
-47
| -20% | -$53.5K | 0.08% | 289 |
|
|
2020
Q4 | $249K | Buy |
+241
| New | +$249K | 0.13% | 223 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$11K | – | 634 |
|
|
2018
Q2 | $11K | Buy |
+10
| New | +$11K | 0.01% | 627 |
|