Dimensional Fund 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 | $247M | Buy |
123,616
+4,765
| +4% | +$9.52M | 0.06% | 395 |
|
2025
Q1 | $222M | Buy |
118,851
+2,187
| +2% | +$4.09M | 0.06% | 412 |
|
2024
Q4 | $201M | Buy |
116,664
+1,975
| +2% | +$3.41M | 0.05% | 490 |
|
2024
Q3 | $180M | Buy |
114,689
+1,133
| +1% | +$1.78M | 0.04% | 561 |
|
2024
Q2 | $179M | Buy |
113,556
+5,310
| +5% | +$8.37M | 0.05% | 513 |
|
2024
Q1 | $165M | Buy |
108,246
+7,907
| +8% | +$12M | 0.04% | 559 |
|
2023
Q4 | $142M | Buy |
100,339
+6,700
| +7% | +$9.51M | 0.04% | 615 |
|
2023
Q3 | $138M | Buy |
93,639
+1,154
| +1% | +$1.7M | 0.05% | 553 |
|
2023
Q2 | $128M | Buy |
92,485
+2,500
| +3% | +$3.46M | 0.04% | 622 |
|
2023
Q1 | $115M | Buy |
89,985
+3,889
| +5% | +$4.97M | 0.04% | 685 |
|
2022
Q4 | $113K | Buy |
86,096
+1,969
| +2% | +$2.59K | 0.03% | 692 |
|
2022
Q3 | $91.2M | Buy |
84,127
+4,650
| +6% | +$5.04M | 0.04% | 768 |
|
2022
Q2 | $103M | Buy |
79,477
+1,248
| +2% | +$1.61M | 0.04% | 712 |
|
2022
Q1 | $115M | Buy |
78,229
+1,107
| +1% | +$1.63M | 0.04% | 737 |
|
2021
Q4 | $95.2M | Sell |
77,122
-269
| -0.3% | -$332K | 0.03% | 924 |
|
2021
Q3 | $92.5M | Buy |
77,391
+1,080
| +1% | +$1.29M | 0.03% | 894 |
|
2021
Q2 | $90.6M | Buy |
76,311
+2,148
| +3% | +$2.55M | 0.03% | 937 |
|
2021
Q1 | $84.5M | Buy |
74,163
+1,636
| +2% | +$1.86M | 0.03% | 965 |
|
2020
Q4 | $74.9M | Buy |
72,527
+3,408
| +5% | +$3.52M | 0.03% | 1018 |
|
2020
Q3 | $67.3M | Buy |
69,119
+1,377
| +2% | +$1.34M | 0.03% | 928 |
|
2020
Q2 | $62.5M | Buy |
67,742
+4,803
| +8% | +$4.43M | 0.03% | 989 |
|
2020
Q1 | $58.4M | Buy |
62,939
+2,379
| +4% | +$2.21M | 0.03% | 884 |
|
2019
Q4 | $69.2M | Sell |
60,560
-454
| -0.7% | -$519K | 0.03% | 1102 |
|
2019
Q3 | $72.1M | Buy |
61,014
+575
| +1% | +$680K | 0.03% | 994 |
|
2019
Q2 | $65.8M | Buy |
60,439
+1,736
| +3% | +$1.89M | 0.03% | 1122 |
|
2019
Q1 | $58.5M | Buy |
58,703
+677
| +1% | +$674K | 0.02% | 1237 |
|
2018
Q4 | $60.2M | Buy |
58,026
+1,594
| +3% | +$1.65M | 0.03% | 1029 |
|
2018
Q3 | $67.1M | Buy |
56,432
+278
| +0.5% | +$330K | 0.03% | 1113 |
|
2018
Q2 | $60.9M | Buy |
56,154
+403
| +0.7% | +$437K | 0.02% | 1186 |
|
2018
Q1 | $65.2M | Buy |
55,751
+355
| +0.6% | +$415K | 0.03% | 1030 |
|
2017
Q4 | $63.1M | Buy |
55,396
+456
| +0.8% | +$519K | 0.03% | 1085 |
|
2017
Q3 | $58.7M | Sell |
54,940
-62
| -0.1% | -$66.2K | 0.03% | 1113 |
|
2017
Q2 | $53.7M | Buy |
55,002
+298
| +0.5% | +$291K | 0.02% | 1156 |
|
2017
Q1 | $53.4M | Buy |
54,704
+987
| +2% | +$963K | 0.03% | 1107 |
|
2016
Q4 | $48.6M | Sell |
53,717
-3,223
| -6% | -$2.92M | 0.02% | 1157 |
|
2016
Q3 | $52.9M | Buy |
56,940
+931
| +2% | +$865K | 0.03% | 975 |
|
2016
Q2 | $53.4M | Sell |
56,009
-257
| -0.5% | -$245K | 0.03% | 902 |
|
2016
Q1 | $50.2M | Sell |
56,266
-8,808
| -14% | -$7.85M | 0.03% | 919 |
|
2015
Q4 | $57.5M | Buy |
65,074
+1,366
| +2% | +$1.21M | 0.04% | 728 |
|
2015
Q3 | $51.1M | Buy |
63,708
+948
| +2% | +$760K | 0.03% | 780 |
|
2015
Q2 | $50.2M | Sell |
62,760
-387
| -0.6% | -$310K | 0.03% | 859 |
|
2015
Q1 | $48.6M | Sell |
63,147
-1,837
| -3% | -$1.41M | 0.03% | 858 |
|
2014
Q4 | $44.4M | Sell |
64,984
-2,607
| -4% | -$1.78M | 0.03% | 873 |
|
2014
Q3 | $43M | Sell |
67,591
-373
| -0.5% | -$237K | 0.03% | 822 |
|
2014
Q2 | $44.6M | Sell |
67,964
-3,244
| -5% | -$2.13M | 0.03% | 814 |
|
2014
Q1 | $42.4M | Sell |
71,208
-2,528
| -3% | -$1.51M | 0.03% | 795 |
|
2013
Q4 | $42.8M | Sell |
73,736
-6,672
| -8% | -$3.87M | 0.03% | 736 |
|
2013
Q3 | $41.6M | Sell |
80,408
-12,650
| -14% | -$6.55M | 0.04% | 661 |
|
2013
Q2 | $49M | Buy |
+93,058
| New | +$49M | 0.05% | 501 |
|