CCA
Cadent Capital Advisors’s Markel Group MKL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Hold |
269
| – | – | 0.17% | 93 |
|
2025
Q1 | $503K | Hold |
269
| – | – | 0.18% | 76 |
|
2024
Q4 | $464K | Hold |
269
| – | – | 0.16% | 83 |
|
2024
Q3 | $422K | Hold |
269
| – | – | 0.13% | 90 |
|
2024
Q2 | $424K | Hold |
269
| – | – | 0.17% | 75 |
|
2024
Q1 | $409K | Sell |
269
-44
| -14% | -$66.9K | 0.16% | 70 |
|
2023
Q4 | $444K | Hold |
313
| – | – | 0.22% | 58 |
|
2023
Q3 | $461K | Hold |
313
| – | – | 0.19% | 60 |
|
2023
Q2 | $433K | Hold |
313
| – | – | 0.26% | 61 |
|
2023
Q1 | $400K | Hold |
313
| – | – | 0.18% | 64 |
|
2022
Q4 | $412K | Buy |
313
+50
| +19% | +$65.9K | 0.2% | 61 |
|
2022
Q3 | $285K | Hold |
263
| – | – | 0.16% | 75 |
|
2022
Q2 | $340K | Hold |
263
| – | – | 0.19% | 63 |
|
2022
Q1 | $388K | Hold |
263
| – | – | 0.18% | 80 |
|
2021
Q4 | $325K | Buy |
263
+73
| +38% | +$90.2K | 0.14% | 87 |
|
2021
Q3 | $227K | Hold |
190
| – | – | 0.1% | 114 |
|
2021
Q2 | $225K | Hold |
190
| – | – | 0.09% | 127 |
|
2021
Q1 | $217K | Sell |
190
-10
| -5% | -$11.4K | 0.1% | 120 |
|
2020
Q4 | $207K | Buy |
+200
| New | +$207K | 0.1% | 111 |
|