Charles Schwab’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 | $124M | Buy |
62,065
+1,326
| +2% | +$2.65M | 0.02% | 581 |
|
2025
Q1 | $114M | Buy |
60,739
+2,817
| +5% | +$5.27M | 0.02% | 597 |
|
2024
Q4 | $100M | Buy |
57,922
+2,204
| +4% | +$3.8M | 0.02% | 671 |
|
2024
Q3 | $87.4M | Buy |
55,718
+766
| +1% | +$1.2M | 0.02% | 746 |
|
2024
Q2 | $86.6M | Buy |
54,952
+1,599
| +3% | +$2.52M | 0.02% | 711 |
|
2024
Q1 | $81.2M | Buy |
53,353
+1,099
| +2% | +$1.67M | 0.02% | 712 |
|
2023
Q4 | $74.2M | Buy |
52,254
+1,527
| +3% | +$2.17M | 0.02% | 711 |
|
2023
Q3 | $74.7M | Buy |
50,727
+104
| +0.2% | +$153K | 0.02% | 643 |
|
2023
Q2 | $70M | Buy |
50,623
+567
| +1% | +$784K | 0.02% | 669 |
|
2023
Q1 | $63.9M | Buy |
50,056
+897
| +2% | +$1.15M | 0.02% | 671 |
|
2022
Q4 | $64.8M | Buy |
49,159
+1,372
| +3% | +$1.81M | 0.02% | 661 |
|
2022
Q3 | $51.8M | Buy |
47,787
+380
| +0.8% | +$412K | 0.02% | 732 |
|
2022
Q2 | $61.3M | Buy |
47,407
+105
| +0.2% | +$136K | 0.02% | 651 |
|
2022
Q1 | $69.8M | Buy |
47,302
+1,180
| +3% | +$1.74M | 0.02% | 679 |
|
2021
Q4 | $56.9M | Buy |
46,122
+1,348
| +3% | +$1.66M | 0.02% | 808 |
|
2021
Q3 | $53.5M | Buy |
44,774
+1,094
| +3% | +$1.31M | 0.02% | 816 |
|
2021
Q2 | $51.8M | Buy |
43,680
+1,120
| +3% | +$1.33M | 0.02% | 843 |
|
2021
Q1 | $48.5M | Sell |
42,560
-7,377
| -15% | -$8.41M | 0.02% | 851 |
|
2020
Q4 | $51.6M | Buy |
49,937
+122
| +0.2% | +$126K | 0.02% | 755 |
|
2020
Q3 | $48.5M | Buy |
49,815
+780
| +2% | +$759K | 0.02% | 679 |
|
2020
Q2 | $45.3M | Sell |
49,035
-698
| -1% | -$644K | 0.02% | 660 |
|
2020
Q1 | $46.1M | Sell |
49,733
-434
| -0.9% | -$403K | 0.03% | 557 |
|
2019
Q4 | $57.4M | Buy |
50,167
+626
| +1% | +$716K | 0.03% | 549 |
|
2019
Q3 | $58.6M | Buy |
49,541
+1,284
| +3% | +$1.52M | 0.03% | 495 |
|
2019
Q2 | $52.6M | Buy |
48,257
+1,568
| +3% | +$1.71M | 0.03% | 540 |
|
2019
Q1 | $46.5M | Buy |
46,689
+13,353
| +40% | +$13.3M | 0.03% | 578 |
|
2018
Q4 | $34.6M | Buy |
33,336
+1,347
| +4% | +$1.4M | 0.03% | 621 |
|
2018
Q3 | $38M | Buy |
31,989
+1,087
| +4% | +$1.29M | 0.03% | 677 |
|
2018
Q2 | $33.5M | Buy |
30,902
+1,570
| +5% | +$1.7M | 0.02% | 709 |
|
2018
Q1 | $34.3M | Buy |
29,332
+992
| +4% | +$1.16M | 0.03% | 662 |
|
2017
Q4 | $32.3M | Buy |
28,340
+960
| +4% | +$1.09M | 0.03% | 650 |
|
2017
Q3 | $29.2M | Buy |
27,380
+1,211
| +5% | +$1.29M | 0.03% | 654 |
|
2017
Q2 | $25.5M | Sell |
26,169
-4,316
| -14% | -$4.21M | 0.02% | 689 |
|
2017
Q1 | $29.8M | Buy |
30,485
+2,798
| +10% | +$2.73M | 0.03% | 582 |
|
2016
Q4 | $25M | Buy |
27,687
+2,002
| +8% | +$1.81M | 0.03% | 611 |
|
2016
Q3 | $23.9M | Buy |
25,685
+783
| +3% | +$727K | 0.03% | 587 |
|
2016
Q2 | $23.7M | Buy |
24,902
+851
| +4% | +$811K | 0.03% | 555 |
|
2016
Q1 | $21.4M | Buy |
24,051
+1,314
| +6% | +$1.17M | 0.03% | 583 |
|
2015
Q4 | $20.1M | Buy |
22,737
+1,308
| +6% | +$1.16M | 0.03% | 596 |
|
2015
Q3 | $17.2M | Sell |
21,429
-9,168
| -30% | -$7.35M | 0.03% | 621 |
|
2015
Q2 | $24.5M | Buy |
30,597
+2,180
| +8% | +$1.75M | 0.03% | 489 |
|
2015
Q1 | $21.9M | Buy |
28,417
+3,257
| +13% | +$2.5M | 0.03% | 521 |
|
2014
Q4 | $17.2M | Buy |
25,160
+890
| +4% | +$608K | 0.03% | 569 |
|
2014
Q3 | $15.4M | Buy |
24,270
+869
| +4% | +$553K | 0.03% | 582 |
|
2014
Q2 | $15.3M | Buy |
23,401
+1,571
| +7% | +$1.03M | 0.03% | 570 |
|
2014
Q1 | $13M | Buy |
21,830
+1,692
| +8% | +$1.01M | 0.02% | 640 |
|
2013
Q4 | $11.7M | Buy |
20,138
+1,265
| +7% | +$734K | 0.02% | 626 |
|
2013
Q3 | $9.78M | Buy |
18,873
+2,042
| +12% | +$1.06M | 0.02% | 655 |
|
2013
Q2 | $8.89M | Buy |
+16,831
| New | +$8.89M | 0.02% | 634 |
|