D.A. Davidson & Co’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 | $3.41M | Sell |
1,709
-39
| -2% | -$77.9K | 0.02% | 435 |
|
|
2025
Q1 | $3.27M | Sell |
1,748
-33
| -2% | -$61.7K | 0.03% | 421 |
|
|
2024
Q4 | $3.07M | Sell |
1,781
-126
| -7% | -$218K | 0.03% | 433 |
|
|
2024
Q3 | $2.99M | Sell |
1,907
-51
| -3% | -$80K | 0.02% | 443 |
|
|
2024
Q2 | $3.09M | Sell |
1,958
-90
| -4% | -$142K | 0.03% | 415 |
|
|
2024
Q1 | $3.12M | Sell |
2,048
-63
| -3% | -$95.9K | 0.03% | 416 |
|
|
2023
Q4 | $3M | Buy |
2,111
+32
| +2% | +$45.4K | 0.03% | 392 |
|
|
2023
Q3 | $3.06M | Sell |
2,079
-186
| -8% | -$274K | 0.03% | 364 |
|
|
2023
Q2 | $3.13M | Buy |
2,265
+2
| +0.1% | +$2.77K | 0.03% | 370 |
|
|
2023
Q1 | $2.89M | Buy |
2,263
+110
| +5% | +$141K | 0.03% | 381 |
|
|
2022
Q4 | $2.84M | Sell |
2,153
-40
| -2% | -$52.7K | 0.03% | 364 |
|
|
2022
Q3 | $2.38M | Sell |
2,193
-83
| -4% | -$90K | 0.03% | 379 |
|
|
2022
Q2 | $2.94M | Sell |
2,276
-107
| -4% | -$138K | 0.04% | 339 |
|
|
2022
Q1 | $3.52M | Buy |
2,383
+126
| +6% | +$186K | 0.04% | 330 |
|
|
2021
Q4 | $2.79M | Buy |
2,257
+67
| +3% | +$82.7K | 0.03% | 380 |
|
|
2021
Q3 | $2.62M | Buy |
2,190
+113
| +5% | +$135K | 0.03% | 371 |
|
|
2021
Q2 | $2.47M | Buy |
2,077
+43
| +2% | +$51K | 0.03% | 391 |
|
|
2021
Q1 | $2.32M | Buy |
2,034
+167
| +9% | +$190K | 0.03% | 378 |
|
|
2020
Q4 | $1.93M | Buy |
1,867
+186
| +11% | +$192K | 0.03% | 356 |
|
|
2020
Q3 | $1.64M | Sell |
1,681
-56
| -3% | -$54.5K | 0.03% | 346 |
|
|
2020
Q2 | $1.6M | Buy |
1,737
+71
| +4% | +$65.6K | 0.03% | 340 |
|
|
2020
Q1 | $1.55M | Buy |
1,666
+700
| +72% | +$650K | 0.03% | 366 |
|
|
2019
Q4 | $1.1M | Buy |
966
+86
| +10% | +$98.3K | 0.02% | 478 |
|
|
2019
Q3 | $1.04M | Sell |
880
-45
| -5% | -$53.2K | 0.02% | 465 |
|
|
2019
Q2 | $1.01M | Buy |
925
+262
| +40% | +$286K | 0.02% | 471 |
|
|
2019
Q1 | $667K | Buy |
663
+173
| +35% | +$174K | 0.01% | 602 |
|
|
2018
Q4 | $509K | Buy |
490
+86
| +21% | +$89.3K | 0.01% | 643 |
|
|
2018
Q3 | $480K | Buy |
404
+1
| +0.2% | +$1.19K | 0.01% | 725 |
|
|
2018
Q2 | $437K | Sell |
403
-4
| -1% | -$4.34K | 0.01% | 753 |
|
|
2018
Q1 | $476K | Buy |
407
+3
| +0.7% | +$3.51K | 0.01% | 707 |
|
|
2017
Q4 | $460K | Buy |
404
+17
| +4% | +$19.4K | 0.01% | 694 |
|
|
2017
Q3 | $413K | Sell |
387
-63
| -14% | -$67.2K | 0.01% | 733 |
|
|
2017
Q2 | $439K | Sell |
450
-1
| -0.2% | -$976 | 0.01% | 675 |
|
|
2017
Q1 | $440K | Sell |
451
-10
| -2% | -$9.76K | 0.01% | 649 |
|
|
2016
Q4 | $415K | Sell |
461
-1
| -0.2% | -$900 | 0.01% | 709 |
|
|
2016
Q3 | $427K | Buy |
462
+19
| +4% | +$17.6K | 0.01% | 686 |
|
|
2016
Q2 | $421K | Buy |
443
+20
| +5% | +$19K | 0.01% | 597 |
|
|
2016
Q1 | $376K | Buy |
423
+16
| +4% | +$14.2K | 0.01% | 611 |
|
|
2015
Q4 | $358K | Hold |
407
| – | – | 0.01% | 645 |
|
|
2015
Q3 | $325K | Buy |
407
+55
| +16% | +$43.9K | 0.01% | 659 |
|
|
2015
Q2 | $280K | Sell |
352
-12
| -3% | -$9.55K | 0.01% | 742 |
|
|
2015
Q1 | $278K | Buy |
364
+53
| +17% | +$40.5K | 0.01% | 749 |
|
|
2014
Q4 | $210K | Buy |
311
+2
| +0.6% | +$1.35K | 0.01% | 849 |
|
|
2014
Q3 | $195K | Buy |
309
+1
| +0.3% | +$631 | 0.01% | 878 |
|
|
2014
Q2 | $200K | Buy |
308
+140
| +83% | +$90.9K | 0.01% | 894 |
|
|
2014
Q1 | $99K | Buy |
168
+3
| +2% | +$1.77K | ﹤0.01% | 1144 |
|
|
2013
Q4 | $94K | Buy |
165
+26
| +19% | +$14.8K | ﹤0.01% | 1089 |
|
|
2013
Q3 | $71K | Hold |
139
| – | – | ﹤0.01% | 1025 |
|
|
2013
Q2 | $73K | Buy |
+139
| New | +$73K | ﹤0.01% | 992 |
|