Crewe 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 | $112K | Hold |
56
| – | – | 0.02% | 206 |
|
|
2025
Q1 | $105K | Hold |
56
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $96.7K | Buy |
+56
| New | +$96.7K | 0.01% | 211 |
|
|
2024
Q3 | – | Sell |
-79
| Closed | -$124K | – | 885 |
|
|
2024
Q2 | $124K | Buy |
79
+26
| +49% | +$41K | 0.01% | 241 |
|
|
2024
Q1 | $80.6K | Buy |
+53
| New | +$80.6K | 0.01% | 306 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$8.3K | – | 793 |
|
|
2023
Q2 | $8.3K | Hold |
6
| – | – | ﹤0.01% | 423 |
|
|
2023
Q1 | $7.67K | Sell |
6
-54
| -90% | -$69K | ﹤0.01% | 584 |
|
|
2022
Q4 | $79K | Sell |
60
-92
| -61% | -$121K | 0.01% | 251 |
|
|
2022
Q3 | $165K | Hold |
152
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $197K | Buy |
152
+100
| +192% | +$130K | 0.04% | 131 |
|
|
2022
Q1 | $77K | Buy |
52
+37
| +247% | +$54.8K | 0.02% | 196 |
|
|
2021
Q4 | $19K | Sell |
15
-2
| -12% | -$2.53K | ﹤0.01% | 263 |
|
|
2021
Q3 | $20K | Sell |
17
-2
| -11% | -$2.35K | ﹤0.01% | 213 |
|
|
2021
Q2 | $23K | Sell |
19
-5
| -21% | -$6.05K | 0.01% | 208 |
|
|
2021
Q1 | $27K | Buy |
24
+9
| +60% | +$10.1K | 0.01% | 196 |
|
|
2020
Q4 | $15K | Buy |
15
+3
| +25% | +$3K | 0.01% | 222 |
|
|
2020
Q3 | $12K | Buy |
+12
| New | +$12K | 0.01% | 230 |
|
|
2019
Q3 | – | Sell |
-340
| Closed | -$370K | – | 284 |
|
|
2019
Q2 | $370K | Buy |
+340
| New | +$370K | 0.12% | 51 |
|