Court Place 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 | $6.59M | Sell |
3,299
-8
| -0.2% | -$16K | 2.07% | 11 |
|
|
2025
Q1 | $6.18M | Sell |
3,307
-8
| -0.2% | -$15K | 2.05% | 13 |
|
|
2024
Q4 | $5.72M | Sell |
3,315
-143
| -4% | -$247K | 1.86% | 15 |
|
|
2024
Q3 | $5.42M | Sell |
3,458
-58
| -2% | -$91K | 1.58% | 17 |
|
|
2024
Q2 | $5.54M | Buy |
3,516
+68
| +2% | +$107K | 1.74% | 13 |
|
|
2024
Q1 | $5.25M | Buy |
3,448
+376
| +12% | +$572K | 1.69% | 12 |
|
|
2023
Q4 | $4.36M | Buy |
3,072
+93
| +3% | +$132K | 1.43% | 16 |
|
|
2023
Q3 | $4.39M | Sell |
2,979
-19
| -0.6% | -$28K | 1.56% | 14 |
|
|
2023
Q2 | $4.15M | Sell |
2,998
-62
| -2% | -$85.8K | 1.45% | 15 |
|
|
2023
Q1 | $3.91M | Sell |
3,060
-28
| -0.9% | -$35.8K | 1.42% | 17 |
|
|
2022
Q4 | $4.07M | Sell |
3,088
-4
| -0.1% | -$5.27K | 1.47% | 17 |
|
|
2022
Q3 | $3.35M | Buy |
3,092
+396
| +15% | +$429K | 1.35% | 19 |
|
|
2022
Q2 | $3.49M | Hold |
2,696
| – | – | 1.32% | 20 |
|
|
2022
Q1 | $3.98M | Sell |
2,696
-355
| -12% | -$524K | 1.28% | 21 |
|
|
2021
Q4 | $3.77M | Sell |
3,051
-53
| -2% | -$65.4K | 1.04% | 22 |
|
|
2021
Q3 | $3.71M | Sell |
3,104
-15
| -0.5% | -$17.9K | 1.1% | 23 |
|
|
2021
Q2 | $3.7M | Buy |
3,119
+129
| +4% | +$153K | 1.08% | 22 |
|
|
2021
Q1 | $3.41M | Sell |
2,990
-17
| -0.6% | -$19.4K | 1.06% | 23 |
|
|
2020
Q4 | $3.11M | Buy |
3,007
+368
| +14% | +$380K | 1.04% | 25 |
|
|
2020
Q3 | $2.57M | Buy |
2,639
+80
| +3% | +$77.9K | 0.96% | 27 |
|
|
2020
Q2 | $2.36M | Buy |
2,559
+25
| +1% | +$23.1K | 0.92% | 29 |
|
|
2020
Q1 | $2.35M | Buy |
2,534
+1,254
| +98% | +$1.16M | 1.05% | 25 |
|
|
2019
Q4 | $1.46M | Buy |
1,280
+98
| +8% | +$112K | 0.53% | 47 |
|
|
2019
Q3 | $1.4M | Buy |
1,182
+226
| +24% | +$267K | 0.54% | 48 |
|
|
2019
Q2 | $1.04M | Buy |
956
+220
| +30% | +$240K | 0.41% | 62 |
|
|
2019
Q1 | $733K | Buy |
736
+320
| +77% | +$319K | 0.3% | 84 |
|
|
2018
Q4 | $432K | Buy |
+416
| New | +$432K | 0.2% | 107 |
|