CAPTRUST Financial 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 | $15.9M | Buy |
7,963
+227
| +3% | +$453K | 0.04% | 362 |
|
|
2025
Q1 | $14.5M | Buy |
7,736
+545
| +8% | +$1.02M | 0.04% | 353 |
|
|
2024
Q4 | $12.4M | Sell |
7,191
-1,802
| -20% | -$3.11M | 0.04% | 326 |
|
|
2024
Q3 | $14.1M | Buy |
8,993
+1,218
| +16% | +$1.91M | 0.04% | 305 |
|
|
2024
Q2 | $12.3M | Sell |
7,775
-341
| -4% | -$537K | 0.04% | 315 |
|
|
2024
Q1 | $12.3M | Sell |
8,116
-1,232
| -13% | -$1.87M | 0.05% | 305 |
|
|
2023
Q4 | $13.3M | Buy |
9,348
+585
| +7% | +$831K | 0.05% | 316 |
|
|
2023
Q3 | $12.9M | Sell |
8,763
-382
| -4% | -$562K | 0.05% | 287 |
|
|
2023
Q2 | $12.6M | Sell |
9,145
-1,538
| -14% | -$2.13M | 0.05% | 277 |
|
|
2023
Q1 | $13.6M | Buy |
10,683
+1,978
| +23% | +$2.53M | 0.06% | 237 |
|
|
2022
Q4 | $11.5M | Buy |
8,705
+16
| +0.2% | +$21.1K | 0.06% | 268 |
|
|
2022
Q3 | $9.42M | Buy |
8,689
+1,063
| +14% | +$1.15M | 0.05% | 278 |
|
|
2022
Q2 | $9.86M | Buy |
7,626
+899
| +13% | +$1.16M | 0.06% | 247 |
|
|
2022
Q1 | $9.92M | Sell |
6,727
-19
| -0.3% | -$28K | 0.06% | 241 |
|
|
2021
Q4 | $8.33M | Sell |
6,746
-22
| -0.3% | -$27.1K | 0.06% | 263 |
|
|
2021
Q3 | $8.09M | Sell |
6,768
-55
| -0.8% | -$65.7K | 0.07% | 242 |
|
|
2021
Q2 | $8.1M | Sell |
6,823
-60
| -0.9% | -$71.2K | 0.08% | 225 |
|
|
2021
Q1 | $7.84M | Sell |
6,883
-151
| -2% | -$172K | 0.08% | 211 |
|
|
2020
Q4 | $7.27M | Buy |
7,034
+174
| +3% | +$180K | 0.1% | 198 |
|
|
2020
Q3 | $6.62M | Sell |
6,860
-538
| -7% | -$519K | 0.11% | 182 |
|
|
2020
Q2 | $6.76M | Buy |
7,398
+119
| +2% | +$109K | 0.11% | 182 |
|
|
2020
Q1 | $6.45M | Sell |
7,279
-129
| -2% | -$114K | 0.14% | 159 |
|
|
2019
Q4 | $8.56M | Buy |
7,408
+742
| +11% | +$857K | 0.14% | 162 |
|
|
2019
Q3 | $7.88M | Sell |
6,666
-216
| -3% | -$255K | 0.28% | 79 |
|
|
2019
Q2 | $7.5M | Sell |
6,882
-5
| -0.1% | -$5.45K | 0.28% | 77 |
|
|
2019
Q1 | $6.86M | Buy |
6,887
+218
| +3% | +$217K | 0.28% | 72 |
|
|
2018
Q4 | $6.92M | Sell |
6,669
-284
| -4% | -$295K | 0.37% | 62 |
|
|
2018
Q3 | $8.26M | Sell |
6,953
-647
| -9% | -$769K | 0.37% | 54 |
|
|
2018
Q2 | $8.24M | Buy |
7,600
+479
| +7% | +$519K | 0.46% | 40 |
|
|
2018
Q1 | $8.26M | Sell |
7,121
-1,185
| -14% | -$1.37M | 0.51% | 32 |
|
|
2017
Q4 | $9.46M | Buy |
8,306
+578
| +7% | +$658K | 0.57% | 27 |
|
|
2017
Q3 | $8.48M | Buy |
+7,728
| New | +$8.48M | 0.64% | 22 |
|