Douglass Winthrop 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 | $168M | Buy |
83,951
+283
| +0.3% | +$565K | 3.03% | 9 |
|
2025
Q1 | $156M | Sell |
83,668
-5,058
| -6% | -$9.46M | 2.98% | 10 |
|
2024
Q4 | $153M | Sell |
88,726
-1,956
| -2% | -$3.38M | 2.98% | 9 |
|
2024
Q3 | $142M | Sell |
90,682
-467
| -0.5% | -$733K | 2.71% | 12 |
|
2024
Q2 | $144M | Sell |
91,149
-300
| -0.3% | -$473K | 2.93% | 10 |
|
2024
Q1 | $139M | Buy |
91,449
+1,546
| +2% | +$2.35M | 2.86% | 9 |
|
2023
Q4 | $128M | Buy |
89,903
+1,554
| +2% | +$2.21M | 2.85% | 8 |
|
2023
Q3 | $130M | Sell |
88,349
-323
| -0.4% | -$476K | 3.22% | 7 |
|
2023
Q2 | $123M | Buy |
88,672
+165
| +0.2% | +$228K | 2.93% | 8 |
|
2023
Q1 | $113M | Sell |
88,507
-321
| -0.4% | -$410K | 2.93% | 7 |
|
2022
Q4 | $117M | Buy |
88,828
+2,070
| +2% | +$2.73M | 3.21% | 7 |
|
2022
Q3 | $94.1M | Buy |
86,758
+1,983
| +2% | +$2.15M | 2.84% | 10 |
|
2022
Q2 | $110M | Buy |
84,775
+79
| +0.1% | +$102K | 3.09% | 7 |
|
2022
Q1 | $125M | Buy |
84,696
+985
| +1% | +$1.45M | 2.95% | 8 |
|
2021
Q4 | $103M | Sell |
83,711
-261
| -0.3% | -$322K | 2.32% | 15 |
|
2021
Q3 | $100M | Sell |
83,972
-6
| -0% | -$7.17K | 2.46% | 15 |
|
2021
Q2 | $99.7M | Sell |
83,978
-305
| -0.4% | -$362K | 2.45% | 16 |
|
2021
Q1 | $96.1M | Sell |
84,283
-351
| -0.4% | -$400K | 2.58% | 14 |
|
2020
Q4 | $87.5M | Buy |
84,634
+2,787
| +3% | +$2.88M | 2.49% | 16 |
|
2020
Q3 | $79.7M | Buy |
81,847
+425
| +0.5% | +$414K | 2.59% | 13 |
|
2020
Q2 | $75.2M | Buy |
81,422
+4,317
| +6% | +$3.99M | 2.81% | 9 |
|
2020
Q1 | $71.5M | Buy |
77,105
+2,739
| +4% | +$2.54M | 3.2% | 8 |
|
2019
Q4 | $85M | Sell |
74,366
-1,594
| -2% | -$1.82M | 3% | 8 |
|
2019
Q3 | $89.8M | Buy |
75,960
+799
| +1% | +$944K | 3.43% | 6 |
|
2019
Q2 | $81.9M | Buy |
75,161
+2,454
| +3% | +$2.67M | 3.3% | 6 |
|
2019
Q1 | $72.4M | Buy |
72,707
+5,190
| +8% | +$5.17M | 3.16% | 8 |
|
2018
Q4 | $70.1M | Buy |
67,517
+1,566
| +2% | +$1.63M | 3.48% | 5 |
|
2018
Q3 | $78.4M | Buy |
65,951
+2,368
| +4% | +$2.81M | 3.46% | 5 |
|
2018
Q2 | $68.9M | Buy |
63,583
+930
| +1% | +$1.01M | 3.1% | 4 |
|
2018
Q1 | $73.3M | Buy |
62,653
+4,490
| +8% | +$5.25M | 3.57% | 4 |
|
2017
Q4 | $66.3M | Sell |
58,163
-326
| -0.6% | -$371K | 3.6% | 4 |
|
2017
Q3 | $62.5M | Sell |
58,489
-414
| -0.7% | -$442K | 3.62% | 5 |
|
2017
Q2 | $57.5M | Sell |
58,903
-534
| -0.9% | -$521K | 3.48% | 5 |
|
2017
Q1 | $58M | Sell |
59,437
-104
| -0.2% | -$101K | 3.62% | 4 |
|
2016
Q4 | $53.9M | Buy |
59,541
+2,698
| +5% | +$2.44M | 3.63% | 3 |
|
2016
Q3 | $52.8M | Buy |
56,843
+126
| +0.2% | +$117K | 3.65% | 4 |
|
2016
Q2 | $54M | Sell |
56,717
-563
| -1% | -$536K | 3.81% | 3 |
|
2016
Q1 | $51.1M | Sell |
57,280
-2,863
| -5% | -$2.55M | 3.68% | 3 |
|
2015
Q4 | $53.1M | Buy |
60,143
+613
| +1% | +$541K | 3.94% | 2 |
|
2015
Q3 | $47.7M | Buy |
59,530
+3,011
| +5% | +$2.41M | 3.76% | 3 |
|
2015
Q2 | $43.5M | Hold |
56,519
| – | – | 3.37% | 4 |
|
2015
Q1 | $43.5M | Buy |
56,519
+1,359
| +2% | +$1.05M | 3.37% | 4 |
|
2014
Q4 | $37.7M | Buy |
55,160
+817
| +2% | +$558K | 3.36% | 4 |
|
2014
Q3 | $34.6M | Buy |
54,343
+554
| +1% | +$352K | 3.19% | 5 |
|
2014
Q2 | $35.3M | Buy |
53,789
+500
| +0.9% | +$328K | 3.25% | 4 |
|
2014
Q1 | $31.8M | Buy |
53,289
+2,469
| +5% | +$1.47M | 3.14% | 5 |
|
2013
Q4 | $29.5M | Buy |
50,820
+2,575
| +5% | +$1.49M | 3.06% | 6 |
|
2013
Q3 | $25M | Buy |
48,245
+2,108
| +5% | +$1.09M | 2.9% | 7 |
|
2013
Q2 | $24.3M | Buy |
+46,137
| New | +$24.3M | 2.94% | 6 |
|