Benjamin F. Edwards & Company’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $361K | Buy |
229
+91
| +66% | +$141K | 0.01% | 768 |
|
|
2024
Q1 | $210K | Buy |
138
+58
| +73% | +$85K | ﹤0.01% | 896 |
|
|
2023
Q4 | $114K | Buy |
80
+23
| +40% | +$32.6K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $84K | Sell |
57
-2
| -3% | -$2.93K | ﹤0.01% | 928 |
|
|
2023
Q2 | $82K | Sell |
59
-2
| -3% | -$2.68K | ﹤0.01% | 953 |
|
|
2023
Q1 | $78K | Sell |
61
-1
| -2% | -$1.33K | ﹤0.01% | 981 |
|
|
2022
Q4 | $82K | Buy |
62
+5
| +9% | +$6.18K | ﹤0.01% | 953 |
|
|
2022
Q3 | $62K | Hold |
57
| – | – | ﹤0.01% | 997 |
|
|
2022
Q2 | $74K | Sell |
57
-1
| -2% | -$1.37K | ﹤0.01% | 945 |
|
|
2022
Q1 | $86K | Sell |
58
-1
| -2% | -$1.29K | ﹤0.01% | 899 |
|
|
2021
Q4 | $73K | Hold |
59
| – | – | ﹤0.01% | 954 |
|
|
2021
Q3 | $71K | Sell |
59
-15
| -20% | -$18.5K | ﹤0.01% | 939 |
|
|
2021
Q2 | $88K | Sell |
74
-23
| -24% | -$27.6K | ﹤0.01% | 877 |
|
|
2021
Q1 | $111K | Buy |
97
+13
| +15% | +$14K | 0.01% | 816 |
|
|
2020
Q4 | $87K | Sell |
84
-16
| -16% | -$15.9K | 0.01% | 825 |
|
|
2020
Q3 | $97K | Sell |
100
-159
| -61% | -$162K | 0.01% | 754 |
|
|
2020
Q2 | $239K | Sell |
259
-95
| -27% | -$86.4K | 0.02% | 526 |
|
|
2020
Q1 | $328K | Sell |
354
-15
| -4% | -$17.2K | 0.03% | 403 |
|
|
2019
Q4 | $422K | Sell |
369
-2
| -0.5% | -$2.28K | 0.03% | 427 |
|
|
2019
Q3 | $438K | Buy |
371
+180
| +94% | +$205K | 0.03% | 390 |
|
|
2019
Q2 | $208K | Buy |
191
+1
| +0.5% | +$1.05K | 0.02% | 518 |
|
|
2019
Q1 | $189K | Buy |
190
+90
| +90% | +$91.4K | 0.02% | 513 |
|
|
2018
Q4 | $104K | Buy |
100
+15
| +18% | +$16.4K | 0.01% | 655 |
|
|
2018
Q3 | $101K | Hold |
85
| – | – | 0.01% | 670 |
|
|
2018
Q2 | $92K | Sell |
85
-5
| -6% | -$5.65K | 0.01% | 696 |
|
|
2018
Q1 | $105K | Hold |
90
| – | – | 0.01% | 662 |
|
|
2017
Q4 | $103K | Hold |
90
| – | – | 0.01% | 642 |
|
|
2017
Q3 | $96K | Sell |
90
-12
| -12% | -$12.4K | 0.01% | 613 |
|
|
2017
Q2 | $100K | Sell |
102
-10
| -9% | -$9.71K | 0.01% | 572 |
|
|
2017
Q1 | $109K | Sell |
112
-68
| -38% | -$64.3K | 0.02% | 540 |
|
|
2016
Q4 | $163K | Buy |
180
+92
| +105% | +$82K | 0.03% | 405 |
|
|
2016
Q3 | $82K | Sell |
88
-3
| -3% | -$2.8K | 0.01% | 463 |
|
|
2016
Q2 | $87K | Buy |
91
+56
| +160% | +$52.1K | 0.02% | 432 |
|
|
2016
Q1 | $31K | Hold |
35
| – | – | 0.01% | 598 |
|
|
2015
Q4 | $31K | Hold |
35
| – | – | 0.01% | 607 |
|
|
2015
Q3 | $28K | Buy |
35
+10
| +40% | +$8.46K | 0.01% | 634 |
|
|
2015
Q2 | $20K | Buy |
+25
| New | +$19.4K | ﹤0.01% | 779 |
|
Other funds holding MKL
DSA
DC
Benjamin F. Edwards & Company's MKL Position: Q2 2024 in Review
Benjamin F. Edwards & Company increased its Markel Group (MKL) stake by 66% in Q2 2024, buying an estimated $141K and bringing the position to 229 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #768.
Benjamin F. Edwards & Company first reported a position in MKL in Q2 2015 and has held it in 37 quarters since. The position peaked at $438K in Q3 2019. 811 funds tracked by Wall St. Rank hold MKL as of Q2 2024.
- Benjamin F. Edwards & Company held 229 shares of Markel Group worth $361K as of Q2 2024.
- Benjamin F. Edwards & Company bought 91 Markel Group shares in Q2 2024, an estimated $141K.
- Markel Group made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #768 holding.
- Benjamin F. Edwards & Company first reported a position in Markel Group in Q2 2015 and has held it in 37 quarters since.
- Benjamin F. Edwards & Company's Markel Group position peaked at $438K in Q3 2019.
- 811 funds tracked by Wall St. Rank held Markel Group as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.