Cerity Partners’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 | $9.41M | Sell |
4,710
-55
| -1% | -$110K | 0.02% | 557 |
|
|
2025
Q1 | $8.91M | Buy |
4,765
+561
| +13% | +$1.05M | 0.02% | 524 |
|
|
2024
Q4 | $7.12M | Sell |
4,204
-336
| -7% | -$569K | 0.02% | 597 |
|
|
2024
Q3 | $7.12M | Buy |
4,540
+625
| +16% | +$980K | 0.02% | 594 |
|
|
2024
Q2 | $6.17M | Sell |
3,915
-889
| -19% | -$1.4M | 0.02% | 548 |
|
|
2024
Q1 | $7.22M | Buy |
4,804
+1,377
| +40% | +$2.07M | 0.02% | 545 |
|
|
2023
Q4 | $4.87M | Buy |
3,427
+549
| +19% | +$780K | 0.02% | 539 |
|
|
2023
Q3 | $4.24M | Sell |
2,878
-563
| -16% | -$829K | 0.02% | 440 |
|
|
2023
Q2 | $4.76M | Buy |
3,441
+318
| +10% | +$440K | 0.02% | 505 |
|
|
2023
Q1 | $4.03M | Buy |
3,123
+1,259
| +68% | +$1.62M | 0.01% | 538 |
|
|
2022
Q4 | $2.46M | Buy |
1,864
+366
| +24% | +$482K | 0.02% | 492 |
|
|
2022
Q3 | $1.63M | Sell |
1,498
-136
| -8% | -$148K | 0.02% | 410 |
|
|
2022
Q2 | $2.11M | Buy |
1,634
+1,306
| +398% | +$1.69M | 0.02% | 385 |
|
|
2022
Q1 | $483K | Sell |
328
-14
| -4% | -$20.6K | 0.01% | 598 |
|
|
2021
Q4 | $419K | Buy |
342
+17
| +5% | +$20.8K | 0.01% | 646 |
|
|
2021
Q3 | $388K | Hold |
325
| – | – | 0.01% | 514 |
|
|
2021
Q2 | $386K | Sell |
325
-30
| -8% | -$35.6K | 0.01% | 517 |
|
|
2021
Q1 | $405K | Sell |
355
-53
| -13% | -$60.5K | 0.01% | 488 |
|
|
2020
Q4 | $422K | Hold |
408
| – | – | 0.01% | 440 |
|
|
2020
Q3 | $397K | Sell |
408
-8
| -2% | -$7.78K | 0.02% | 353 |
|
|
2020
Q2 | $384K | Sell |
416
-40
| -9% | -$36.9K | 0.02% | 315 |
|
|
2020
Q1 | $423K | Hold |
456
| – | – | 0.03% | 302 |
|
|
2019
Q4 | $521K | Sell |
456
-4
| -0.9% | -$4.57K | 0.03% | 329 |
|
|
2019
Q3 | $544K | Buy |
460
+158
| +52% | +$187K | 0.03% | 306 |
|
|
2019
Q2 | $329K | Sell |
302
-27
| -8% | -$29.4K | 0.02% | 379 |
|
|
2019
Q1 | $328K | Buy |
+329
| New | +$328K | 0.02% | 405 |
|
|
2018
Q3 | – | Sell |
-227
| Closed | -$246K | – | 556 |
|
|
2018
Q2 | $246K | Buy |
+227
| New | +$246K | 0.02% | 470 |
|
|
2018
Q1 | – | Sell |
-226
| Closed | -$257K | – | 563 |
|
|
2017
Q4 | $257K | Buy |
226
+35
| +18% | +$39.8K | 0.02% | 484 |
|
|
2017
Q3 | $204K | Buy |
+191
| New | +$204K | 0.01% | 537 |
|