Equitable Trust’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Hold |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $922K | Sell |
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|
2019
Q3 | $988K | Sell |
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|
2019
Q2 | $920K | Sell |
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|
2019
Q1 | $984K | Sell |
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|
2018
Q4 | $1.13M | Sell |
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|
2018
Q3 | $1.31M | Hold |
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|
2018
Q2 | $1.19M | Buy |
|