Cresset Asset Management’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 | $436K | Sell |
218
-11
| -5% | -$22K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $428K | Buy |
229
+105
| +85% | +$196K | ﹤0.01% | 1131 |
|
|
2024
Q4 | $213K | Sell |
124
-266
| -68% | -$457K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $612K | Buy |
390
+193
| +98% | +$303K | ﹤0.01% | 1380 |
|
|
2024
Q2 | $310K | Buy |
197
+4
| +2% | +$6.3K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $294K | Sell |
193
-229
| -54% | -$348K | ﹤0.01% | 1576 |
|
|
2023
Q4 | $599K | Sell |
422
-414
| -50% | -$588K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $1.23M | Sell |
836
-189
| -18% | -$278K | ﹤0.01% | 723 |
|
|
2023
Q2 | $1.42M | Buy |
1,025
+621
| +154% | +$859K | ﹤0.01% | 652 |
|
|
2023
Q1 | $516K | Sell |
404
-34
| -8% | -$43.4K | 0.01% | 484 |
|
|
2022
Q4 | $218K | Sell |
438
-5
| -1% | -$2.49K | ﹤0.01% | 616 |
|
|
2022
Q3 | $481K | Buy |
443
+11
| +3% | +$11.9K | 0.01% | 523 |
|
|
2022
Q2 | $559K | Buy |
+432
| New | +$559K | 0.01% | 521 |
|
|
2021
Q2 | – | Sell |
-183
| Closed | -$209K | – | 1056 |
|
|
2021
Q1 | $209K | Sell |
183
-448
| -71% | -$512K | ﹤0.01% | 844 |
|
|
2020
Q4 | $652K | Sell |
631
-76
| -11% | -$78.5K | 0.01% | 332 |
|
|
2020
Q3 | $688K | Hold |
707
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $653K | Sell |
707
-6
| -0.8% | -$5.54K | 0.01% | 289 |
|
|
2020
Q1 | $662K | Buy |
713
+1
| +0.1% | +$928 | 0.02% | 244 |
|
|
2019
Q4 | $814K | Buy |
+712
| New | +$814K | 0.02% | 236 |
|
|
2019
Q2 | – | Sell |
-8
| Closed | -$8K | – | 1188 |
|
|
2019
Q1 | $8K | Hold |
8
| – | – | ﹤0.01% | 1228 |
|
|
2018
Q4 | $8K | Buy |
+8
| New | +$8K | ﹤0.01% | 909 |
|