Cary Street Partners Investment Advisory’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9K | Buy |
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|
2025
Q1 | $31.8K | Buy |
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|
2024
Q4 | $10.4K | Sell |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $584K | Sell |
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $589K | Hold |
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|
2023
Q1 | $544K | Hold |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $493K | Hold |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $640K | Hold |
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|
2021
Q4 | $536K | Hold |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $369K | Hold |
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|
2020
Q1 | $371K | Hold |
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|
2019
Q4 | $457K | Buy |
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|
2018
Q4 | $415K | Buy |
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