Evercore Wealth Management’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
Q2 | $405K | Hold |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $424K | Buy |
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|
2018
Q3 | $468K | Buy |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $389K | Buy |
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|
2017
Q4 | $281K | Sell |
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|
2017
Q3 | $371K | Hold |
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|
2017
Q2 | $339K | Sell |
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|
2017
Q1 | $343K | Sell |
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|
2016
Q4 | $343K | Sell |
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|
2016
Q3 | $383K | Sell |
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|
2016
Q2 | $409K | Hold |
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|
2016
Q1 | $382K | Sell |
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|
2015
Q4 | $396K | Buy |
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|
2015
Q3 | $330K | Hold |
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|
2015
Q2 | $330K | Hold |
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|
2015
Q1 | $316K | Sell |
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|
2014
Q4 | $376K | Sell |
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|
2014
Q3 | $418K | Sell |
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|
2014
Q2 | $434K | Sell |
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|
2014
Q1 | $429K | Sell |
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|
2013
Q4 | $420K | Buy |
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|
2013
Q3 | $334K | Hold |
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|
2013
Q2 | $341K | Buy |
|