Cary Street Partners Investment Advisory’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 | $43.9K | Buy |
22
+5
| +29% | +$9.99K | 0.02% | 411 |
|
|
2025
Q1 | $31.8K | Buy |
17
+11
| +183% | +$20.6K | 0.02% | 409 |
|
|
2024
Q4 | $10.4K | Sell |
6
-391
| -98% | -$675K | 0.01% | 440 |
|
|
2024
Q3 | $623K | Sell |
397
-1
| -0.3% | -$1.57K | 0.02% | 454 |
|
|
2024
Q2 | $627K | Sell |
398
-7
| -2% | -$11K | 0.03% | 422 |
|
|
2024
Q1 | $616K | Sell |
405
-6
| -1% | -$9.13K | 0.03% | 410 |
|
|
2023
Q4 | $584K | Sell |
411
-15
| -4% | -$21.3K | 0.03% | 397 |
|
|
2023
Q3 | $627K | Hold |
426
| – | – | 0.03% | 365 |
|
|
2023
Q2 | $589K | Hold |
426
| – | – | 0.04% | 330 |
|
|
2023
Q1 | $544K | Hold |
426
| – | – | 0.04% | 322 |
|
|
2022
Q4 | $561K | Sell |
426
-29
| -6% | -$38.2K | 0.04% | 318 |
|
|
2022
Q3 | $493K | Hold |
455
| – | – | 0.04% | 315 |
|
|
2022
Q2 | $588K | Buy |
455
+21
| +5% | +$27.1K | 0.05% | 283 |
|
|
2022
Q1 | $640K | Hold |
434
| – | – | 0.18% | 132 |
|
|
2021
Q4 | $536K | Hold |
434
| – | – | 0.15% | 146 |
|
|
2021
Q3 | $519K | Buy |
434
+1
| +0.2% | +$1.2K | 0.17% | 131 |
|
|
2021
Q2 | $514K | Buy |
433
+4
| +0.9% | +$4.75K | 0.17% | 129 |
|
|
2021
Q1 | $489K | Sell |
429
-545
| -56% | -$621K | 0.2% | 117 |
|
|
2020
Q4 | $1.01M | Buy |
974
+574
| +144% | +$593K | 0.19% | 122 |
|
|
2020
Q3 | $389K | Hold |
400
| – | – | 0.08% | 196 |
|
|
2020
Q2 | $369K | Hold |
400
| – | – | 0.52% | 56 |
|
|
2020
Q1 | $371K | Hold |
400
| – | – | 0.87% | 34 |
|
|
2019
Q4 | $457K | Buy |
+400
| New | +$457K | 0.5% | 53 |
|
|
2018
Q4 | $415K | Buy |
+400
| New | +$415K | 0.4% | 46 |
|