Equitable Trust’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 | $314K | Hold |
157
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $294K | Hold |
157
| – | – | 0.02% | 404 |
|
|
2024
Q4 | $271K | Hold |
157
| – | – | 0.02% | 428 |
|
|
2024
Q3 | $246K | Sell |
157
-49
| -24% | -$76.9K | 0.02% | 415 |
|
|
2024
Q2 | $325K | Sell |
206
-3
| -1% | -$4.73K | 0.02% | 369 |
|
|
2024
Q1 | $318K | Buy |
209
+9
| +5% | +$13.7K | 0.02% | 369 |
|
|
2023
Q4 | $284K | Buy |
200
+16
| +9% | +$22.7K | 0.02% | 360 |
|
|
2023
Q3 | $271K | Hold |
184
| – | – | 0.02% | 356 |
|
|
2023
Q2 | $255K | Hold |
184
| – | – | 0.02% | 362 |
|
|
2023
Q1 | $235K | Hold |
184
| – | – | 0.02% | 369 |
|
|
2022
Q4 | $242K | Sell |
184
-90
| -33% | -$119K | 0.02% | 363 |
|
|
2022
Q3 | $297K | Sell |
274
-45
| -14% | -$48.8K | 0.02% | 312 |
|
|
2022
Q2 | $412K | Sell |
319
-426
| -57% | -$550K | 0.03% | 278 |
|
|
2022
Q1 | $1.1M | Sell |
745
-227
| -23% | -$335K | 0.07% | 166 |
|
|
2021
Q4 | $1.2M | Sell |
972
-133
| -12% | -$164K | 0.07% | 165 |
|
|
2021
Q3 | $1.32M | Sell |
1,105
-58
| -5% | -$69.3K | 0.08% | 161 |
|
|
2021
Q2 | $1.38M | Sell |
1,163
-178
| -13% | -$211K | 0.09% | 163 |
|
|
2021
Q1 | $1.53M | Sell |
1,341
-356
| -21% | -$406K | 0.11% | 145 |
|
|
2020
Q4 | $1.75M | Sell |
1,697
-23
| -1% | -$23.8K | 0.13% | 133 |
|
|
2020
Q3 | $1.68M | Buy |
1,720
+8
| +0.5% | +$7.79K | 0.14% | 128 |
|
|
2020
Q2 | $1.58M | Buy |
1,712
+23
| +1% | +$21.2K | 0.15% | 127 |
|
|
2020
Q1 | $1.57M | Buy |
1,689
+883
| +110% | +$819K | 0.17% | 119 |
|
|
2019
Q4 | $922K | Sell |
806
-30
| -4% | -$34.3K | 0.09% | 153 |
|
|
2019
Q3 | $988K | Sell |
836
-8
| -0.9% | -$9.46K | 0.1% | 145 |
|
|
2019
Q2 | $920K | Sell |
844
-144
| -15% | -$157K | 0.1% | 157 |
|
|
2019
Q1 | $984K | Sell |
988
-105
| -10% | -$105K | 0.11% | 152 |
|
|
2018
Q4 | $1.13M | Sell |
1,093
-6
| -0.5% | -$6.23K | 0.15% | 133 |
|
|
2018
Q3 | $1.31M | Hold |
1,099
| – | – | 0.15% | 134 |
|
|
2018
Q2 | $1.19M | Buy |
+1,099
| New | +$1.19M | 0.15% | 133 |
|