Creative Planning’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 | $11.5M | Buy |
5,781
+180
| +3% | +$360K | 0.01% | 476 |
|
|
2025
Q1 | $10.5M | Buy |
5,601
+401
| +8% | +$750K | 0.01% | 471 |
|
|
2024
Q4 | $8.98M | Sell |
5,200
-384
| -7% | -$663K | 0.01% | 476 |
|
|
2024
Q3 | $8.76M | Buy |
5,584
+549
| +11% | +$861K | 0.01% | 474 |
|
|
2024
Q2 | $7.93M | Buy |
5,035
+224
| +5% | +$353K | 0.01% | 474 |
|
|
2024
Q1 | $7.32M | Buy |
4,811
+469
| +11% | +$714K | 0.01% | 492 |
|
|
2023
Q4 | $6.17M | Buy |
4,342
+530
| +14% | +$753K | 0.01% | 515 |
|
|
2023
Q3 | $5.61M | Buy |
3,812
+183
| +5% | +$269K | 0.01% | 494 |
|
|
2023
Q2 | $5.02M | Buy |
3,629
+804
| +28% | +$1.11M | 0.01% | 521 |
|
|
2023
Q1 | $3.61M | Sell |
2,825
-179
| -6% | -$229K | 0.01% | 586 |
|
|
2022
Q4 | $3.96M | Buy |
3,004
+134
| +5% | +$177K | 0.01% | 542 |
|
|
2022
Q3 | $3.11M | Buy |
2,870
+568
| +25% | +$616K | 0.01% | 552 |
|
|
2022
Q2 | $2.98M | Buy |
2,302
+849
| +58% | +$1.1M | ﹤0.01% | 587 |
|
|
2022
Q1 | $2.14M | Sell |
1,453
-31
| -2% | -$45.7K | ﹤0.01% | 693 |
|
|
2021
Q4 | $1.83M | Buy |
1,484
+125
| +9% | +$154K | ﹤0.01% | 712 |
|
|
2021
Q3 | $1.62M | Buy |
1,359
+347
| +34% | +$415K | ﹤0.01% | 747 |
|
|
2021
Q2 | $1.2M | Buy |
1,012
+7
| +0.7% | +$8.31K | ﹤0.01% | 861 |
|
|
2021
Q1 | $1.15M | Buy |
1,005
+149
| +17% | +$170K | ﹤0.01% | 947 |
|
|
2020
Q4 | $885K | Sell |
856
-76
| -8% | -$78.6K | ﹤0.01% | 1002 |
|
|
2020
Q3 | $907K | Buy |
932
+65
| +7% | +$63.3K | ﹤0.01% | 835 |
|
|
2020
Q2 | $800K | Sell |
867
-156
| -15% | -$144K | ﹤0.01% | 820 |
|
|
2020
Q1 | $949K | Sell |
1,023
-95
| -8% | -$88.1K | ﹤0.01% | 667 |
|
|
2019
Q4 | $1.28M | Sell |
1,118
-50
| -4% | -$57.2K | ﹤0.01% | 674 |
|
|
2019
Q3 | $1.38M | Sell |
1,168
-72
| -6% | -$85.1K | ﹤0.01% | 622 |
|
|
2019
Q2 | $1.35M | Buy |
1,240
+97
| +8% | +$106K | ﹤0.01% | 636 |
|
|
2019
Q1 | $1.14M | Buy |
1,143
+32
| +3% | +$31.9K | ﹤0.01% | 675 |
|
|
2018
Q4 | $1.15M | Sell |
1,111
-27
| -2% | -$28K | ﹤0.01% | 613 |
|
|
2018
Q3 | $1.35M | Buy |
1,138
+68
| +6% | +$80.8K | 0.01% | 623 |
|
|
2018
Q2 | $1.16M | Buy |
1,070
+28
| +3% | +$30.4K | ﹤0.01% | 668 |
|
|
2018
Q1 | $1.22M | Sell |
1,042
-46
| -4% | -$53.8K | 0.01% | 627 |
|
|
2017
Q4 | $1.24M | Hold |
1,088
| – | – | 0.01% | 613 |
|
|
2017
Q3 | $1.16M | Sell |
1,088
-591
| -35% | -$631K | 0.01% | 645 |
|
|
2017
Q2 | $1.64M | Sell |
1,679
-10
| -0.6% | -$9.76K | 0.01% | 496 |
|
|
2017
Q1 | $1.65M | Buy |
1,689
+189
| +13% | +$184K | 0.01% | 488 |
|
|
2016
Q4 | $1.36M | Sell |
1,500
-30
| -2% | -$27.1K | 0.01% | 516 |
|
|
2016
Q3 | $1.42M | Sell |
1,530
-629
| -29% | -$584K | 0.01% | 472 |
|
|
2016
Q2 | $2.06M | Buy |
2,159
+123
| +6% | +$117K | 0.01% | 329 |
|
|
2016
Q1 | $1.82M | Sell |
2,036
-95
| -4% | -$84.7K | 0.01% | 334 |
|
|
2015
Q4 | $1.88M | Buy |
2,131
+1,072
| +101% | +$947K | 0.02% | 323 |
|
|
2015
Q3 | $849K | Buy |
+1,059
| New | +$849K | 0.01% | 531 |
|
|
2015
Q2 | – | Sell |
-714
| Closed | -$549K | – | 2145 |
|
|
2015
Q1 | $549K | Sell |
714
-28
| -4% | -$21.5K | 0.01% | 696 |
|
|
2014
Q4 | $507K | Sell |
742
-3
| -0.4% | -$2.05K | 0.01% | 685 |
|
|
2014
Q3 | $474K | Buy |
745
+179
| +32% | +$114K | 0.01% | 676 |
|
|
2014
Q2 | $371K | Sell |
566
-9
| -2% | -$5.9K | ﹤0.01% | 757 |
|
|
2014
Q1 | $343K | Buy |
575
+140
| +32% | +$83.5K | 0.01% | 769 |
|
|
2013
Q4 | $252K | Buy |
435
+205
| +89% | +$119K | ﹤0.01% | 758 |
|
|
2013
Q3 | $119K | Buy |
230
+210
| +1,050% | +$109K | ﹤0.01% | 1015 |
|
|
2013
Q2 | $11K | Buy |
+20
| New | +$11K | ﹤0.01% | 2230 |
|