Beese Fulmer Investment Management’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 | $3.01M | Hold |
1,507
| – | – | 0.22% | 89 |
|
|
2025
Q1 | $2.82M | Hold |
1,507
| – | – | 0.24% | 75 |
|
|
2024
Q4 | $2.6M | Hold |
1,507
| – | – | 0.22% | 74 |
|
|
2024
Q3 | $2.36M | Hold |
1,507
| – | – | 0.2% | 81 |
|
|
2024
Q2 | $2.37M | Sell |
1,507
-90
| -6% | -$142K | 0.22% | 81 |
|
|
2024
Q1 | $2.43M | Hold |
1,597
| – | – | 0.23% | 83 |
|
|
2023
Q4 | $2.27M | Hold |
1,597
| – | – | 0.23% | 77 |
|
|
2023
Q3 | $2.35M | Hold |
1,597
| – | – | 0.27% | 74 |
|
|
2023
Q2 | $2.21M | Sell |
1,597
-8
| -0.5% | -$11.1K | 0.24% | 83 |
|
|
2023
Q1 | $2.05M | Sell |
1,605
-15
| -0.9% | -$19.2K | 0.23% | 83 |
|
|
2022
Q4 | $2.13M | Hold |
1,620
| – | – | 0.26% | 82 |
|
|
2022
Q3 | $1.76M | Hold |
1,620
| – | – | 0.24% | 86 |
|
|
2022
Q2 | $2.1M | Hold |
1,620
| – | – | 0.27% | 83 |
|
|
2022
Q1 | $2.39M | Hold |
1,620
| – | – | 0.26% | 87 |
|
|
2021
Q4 | $2M | Hold |
1,620
| – | – | 0.21% | 94 |
|
|
2021
Q3 | $1.94M | Hold |
1,620
| – | – | 0.22% | 92 |
|
|
2021
Q2 | $1.92M | Hold |
1,620
| – | – | 0.22% | 92 |
|
|
2021
Q1 | $1.85M | Hold |
1,620
| – | – | 0.22% | 95 |
|
|
2020
Q4 | $1.67M | Sell |
1,620
-50
| -3% | -$51.7K | 0.21% | 95 |
|
|
2020
Q3 | $1.63M | Hold |
1,670
| – | – | 0.23% | 91 |
|
|
2020
Q2 | $1.54M | Sell |
1,670
-35
| -2% | -$32.3K | 0.23% | 91 |
|
|
2020
Q1 | $1.58M | Hold |
1,705
| – | – | 0.28% | 82 |
|
|
2019
Q4 | $1.95M | Hold |
1,705
| – | – | 0.27% | 90 |
|
|
2019
Q3 | $2.02M | Hold |
1,705
| – | – | 0.3% | 86 |
|
|
2019
Q2 | $1.86M | Hold |
1,705
| – | – | 0.35% | 76 |
|
|
2019
Q1 | $1.7M | Sell |
1,705
-1
| -0.1% | -$996 | 0.34% | 76 |
|
|
2018
Q4 | $1.77M | Hold |
1,706
| – | – | 0.4% | 66 |
|
|
2018
Q3 | $2.03M | Hold |
1,706
| – | – | 0.4% | 71 |
|
|
2018
Q2 | $1.85M | Sell |
1,706
-25
| -1% | -$27.1K | 0.39% | 73 |
|
|
2018
Q1 | $2.03M | Sell |
1,731
-50
| -3% | -$58.5K | 0.44% | 70 |
|
|
2017
Q4 | $2.03M | Hold |
1,781
| – | – | 0.43% | 68 |
|
|
2017
Q3 | $1.9M | Hold |
1,781
| – | – | 0.43% | 69 |
|
|
2017
Q2 | $1.74M | Hold |
1,781
| – | – | 0.41% | 72 |
|
|
2017
Q1 | $1.74M | Hold |
1,781
| – | – | 0.42% | 70 |
|
|
2016
Q4 | $1.61M | Hold |
1,781
| – | – | 0.42% | 70 |
|
|
2016
Q3 | $1.65M | Hold |
1,781
| – | – | 0.45% | 67 |
|
|
2016
Q2 | $1.7M | Sell |
1,781
-36
| -2% | -$34.3K | 0.48% | 66 |
|
|
2016
Q1 | $1.61M | Hold |
1,817
| – | – | 0.47% | 66 |
|
|
2015
Q4 | $1.61M | Hold |
1,817
| – | – | 0.49% | 63 |
|
|
2015
Q3 | $1.46M | Hold |
1,817
| – | – | 0.48% | 65 |
|
|
2015
Q2 | $1.46M | Hold |
1,817
| – | – | 0.47% | 59 |
|
|
2015
Q1 | $1.4M | Sell |
1,817
-100
| -5% | -$76.9K | 0.47% | 59 |
|
|
2014
Q4 | $1.31M | Hold |
1,917
| – | – | 0.41% | 66 |
|
|
2014
Q3 | $1.22M | Sell |
1,917
-50
| -3% | -$31.8K | 0.4% | 67 |
|
|
2014
Q2 | $1.29M | Buy |
1,967
+35
| +2% | +$23K | 0.42% | 66 |
|
|
2014
Q1 | $1.15M | Hold |
1,932
| – | – | 0.4% | 67 |
|
|
2013
Q4 | $1.12M | Sell |
1,932
-10
| -0.5% | -$5.8K | 0.4% | 67 |
|
|
2013
Q3 | $1.01M | Hold |
1,942
| – | – | 0.4% | 68 |
|
|
2013
Q2 | $1.02M | Buy |
+1,942
| New | +$1.02M | 0.44% | 64 |
|