EWM
Evercore Wealth Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
203
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $380K | Hold |
203
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $350K | Hold |
203
| – | – | 0.01% | 323 |
|
|
2024
Q3 | $318K | Sell |
203
-6
| -3% | -$9.41K | ﹤0.01% | 335 |
|
|
2024
Q2 | $329K | Hold |
209
| – | – | 0.01% | 330 |
|
|
2024
Q1 | $318K | Buy |
+209
| New | +$318K | 0.01% | 334 |
|
|
2023
Q4 | – | Sell |
-137
| Closed | -$202K | – | 438 |
|
|
2023
Q3 | $202K | Buy |
+137
| New | +$202K | ﹤0.01% | 386 |
|
|
2023
Q1 | – | Sell |
-167
| Closed | -$220K | – | 414 |
|
|
2022
Q4 | $220K | Buy |
+167
| New | +$220K | ﹤0.01% | 373 |
|
|
2022
Q2 | – | Sell |
-138
| Closed | -$203K | – | 418 |
|
|
2022
Q1 | $203K | Buy |
+138
| New | +$203K | ﹤0.01% | 418 |
|
|
2021
Q1 | – | Sell |
-243
| Closed | -$251K | – | 438 |
|
|
2020
Q4 | $251K | Sell |
243
-3
| -1% | -$3.1K | 0.01% | 387 |
|
|
2020
Q3 | $239K | Sell |
246
-89
| -27% | -$86.5K | 0.01% | 341 |
|
|
2020
Q2 | $309K | Hold |
335
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $311K | Sell |
335
-41
| -11% | -$38.1K | 0.01% | 291 |
|
|
2019
Q4 | $430K | Hold |
376
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $444K | Sell |
376
-10
| -3% | -$11.8K | 0.01% | 281 |
|
|
2019
Q2 | $420K | Hold |
386
| – | – | 0.01% | 298 |
|
|
2019
Q1 | $385K | Sell |
386
-23
| -6% | -$22.9K | 0.01% | 301 |
|
|
2018
Q4 | $424K | Buy |
409
+15
| +4% | +$15.6K | 0.02% | 264 |
|
|
2018
Q3 | $468K | Buy |
394
+1
| +0.3% | +$1.19K | 0.02% | 281 |
|
|
2018
Q2 | $426K | Buy |
393
+61
| +18% | +$66.1K | 0.01% | 285 |
|
|
2018
Q1 | $389K | Buy |
332
+85
| +34% | +$99.6K | 0.01% | 269 |
|
|
2017
Q4 | $281K | Sell |
247
-100
| -29% | -$114K | 0.01% | 316 |
|
|
2017
Q3 | $371K | Hold |
347
| – | – | 0.01% | 286 |
|
|
2017
Q2 | $339K | Sell |
347
-5
| -1% | -$4.89K | 0.01% | 306 |
|
|
2017
Q1 | $343K | Sell |
352
-27
| -7% | -$26.3K | 0.01% | 304 |
|
|
2016
Q4 | $343K | Sell |
379
-33
| -8% | -$29.9K | 0.01% | 292 |
|
|
2016
Q3 | $383K | Sell |
412
-17
| -4% | -$15.8K | 0.02% | 275 |
|
|
2016
Q2 | $409K | Hold |
429
| – | – | 0.02% | 261 |
|
|
2016
Q1 | $382K | Sell |
429
-20
| -4% | -$17.8K | 0.02% | 275 |
|
|
2015
Q4 | $396K | Buy |
449
+39
| +10% | +$34.4K | 0.02% | 274 |
|
|
2015
Q3 | $330K | Hold |
410
| – | – | 0.02% | 314 |
|
|
2015
Q2 | $330K | Hold |
410
| – | – | 0.01% | 336 |
|
|
2015
Q1 | $316K | Sell |
410
-138
| -25% | -$106K | 0.01% | 341 |
|
|
2014
Q4 | $376K | Sell |
548
-108
| -16% | -$74.1K | 0.02% | 281 |
|
|
2014
Q3 | $418K | Sell |
656
-5
| -0.8% | -$3.19K | 0.02% | 291 |
|
|
2014
Q2 | $434K | Sell |
661
-53
| -7% | -$34.8K | 0.02% | 287 |
|
|
2014
Q1 | $429K | Sell |
714
-9
| -1% | -$5.41K | 0.02% | 277 |
|
|
2013
Q4 | $420K | Buy |
723
+77
| +12% | +$44.7K | 0.02% | 281 |
|
|
2013
Q3 | $334K | Hold |
646
| – | – | 0.02% | 332 |
|
|
2013
Q2 | $341K | Buy |
+646
| New | +$341K | 0.02% | 335 |
|