Edgemoor Investment Advisors’s Markel Group MKL Stock Holding History

Edgemoor Investment Advisors’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Hold	150	–	–	0.03%	142
2025 Q1	$280K	Hold	150	–	–	0.03%	139
2024 Q4	$259K	Sell	150 -4	-3%	-$6.91K	0.02%	146
2024 Q3	$242K	Hold	154	–	–	0.02%	155
2024 Q2	$243K	Sell	154 -12	-7%	-$18.9K	0.02%	144
2024 Q1	$253K	Hold	166	–	–	0.02%	145
2023 Q4	$236K	Sell	166 -13	-7%	-$18.5K	0.02%	147
2023 Q3	$264K	Hold	179	–	–	0.03%	138
2023 Q2	$248K	Hold	179	–	–	0.03%	143
2023 Q1	$229K	Hold	179	–	–	0.03%	147
2022 Q4	$236K	Buy	+179	New	+$236K	0.03%	153
2022 Q3	–	Sell	-179	Closed	-$231K	–	152
2022 Q2	$231K	Hold	179	–	–	0.03%	143
2022 Q1	$264K	Hold	179	–	–	0.03%	138
2021 Q4	$221K	Hold	179	–	–	0.02%	142
2021 Q3	$214K	Sell	179 -25	-12%	-$29.9K	0.02%	130
2021 Q2	$242K	Sell	204 -76	-27%	-$90.2K	0.02%	127
2021 Q1	$319K	Buy	280 +5	+2%	+$5.7K	0.03%	106
2020 Q4	$284K	Sell	275 -65	-19%	-$67.1K	0.03%	106
2020 Q3	$331K	Hold	340	–	–	0.04%	100
2020 Q2	$314K	Hold	340	–	–	0.04%	100
2020 Q1	$315K	Hold	340	–	–	0.05%	94
2019 Q4	$389K	Hold	340	–	–	0.04%	104
2019 Q3	$402K	Hold	340	–	–	0.05%	102
2019 Q2	$370K	Hold	340	–	–	0.05%	104
2019 Q1	$339K	Hold	340	–	–	0.04%	107
2018 Q4	$353K	Sell	340 -25	-7%	-$26K	0.05%	100
2018 Q3	$434K	Sell	365 -100	-22%	-$119K	0.05%	98
2018 Q2	$504K	Sell	465 -5	-1%	-$5.42K	0.07%	96
2018 Q1	$550K	Hold	470	–	–	0.07%	97
2017 Q4	$530K	Hold	470	–	–	0.07%	97
2017 Q3	$502K	Hold	470	–	–	0.07%	100
2017 Q2	$459K	Hold	470	–	–	0.06%	102
2017 Q1	$459K	Sell	470 -101	-18%	-$98.6K	0.07%	98
2016 Q4	$516K	Buy	571 +1	+0.2%	+$904	0.08%	91
2016 Q3	$529K	Hold	570	–	–	0.08%	89
2016 Q2	$543K	Hold	570	–	–	0.09%	91
2016 Q1	$508K	Hold	570	–	–	0.08%	95
2015 Q4	$504K	Hold	570	–	–	0.08%	103
2015 Q3	$457K	Hold	570	–	–	0.07%	106
2015 Q2	$456K	Hold	570	–	–	0.07%	107
2015 Q1	$438K	Sell	570 -75	-12%	-$57.6K	0.06%	105
2014 Q4	$440K	Hold	645	–	–	0.06%	106
2014 Q3	$410K	Sell	645 -150	-19%	-$95.3K	0.06%	110
2014 Q2	$521K	Hold	795	–	–	0.08%	108
2014 Q1	$474K	Hold	795	–	–	0.07%	101
2013 Q4	$461K	Hold	795	–	–	0.07%	104
2013 Q3	$412K	Hold	795	–	–	0.07%	106
2013 Q2	$419K	Buy	+795	New	+$419K	0.07%	111