Fiduciary Group’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 | $3.82M | Sell |
1,913
-12
| -0.6% | -$24K | 0.36% | 71 |
|
|
2025
Q1 | $3.6M | Sell |
1,925
-26
| -1% | -$48.6K | 0.36% | 72 |
|
|
2024
Q4 | $3.37M | Sell |
1,951
-21
| -1% | -$36.3K | 0.34% | 72 |
|
|
2024
Q3 | $3.09M | Sell |
1,972
-23
| -1% | -$36.1K | 0.31% | 81 |
|
|
2024
Q2 | $3.14M | Sell |
1,995
-62
| -3% | -$97.7K | 0.34% | 75 |
|
|
2024
Q1 | $3.13M | Sell |
2,057
-48
| -2% | -$73K | 0.34% | 74 |
|
|
2023
Q4 | $2.99M | Sell |
2,105
-214
| -9% | -$304K | 0.35% | 72 |
|
|
2023
Q3 | $3.41M | Sell |
2,319
-7
| -0.3% | -$10.3K | 0.44% | 61 |
|
|
2023
Q2 | $3.22M | Sell |
2,326
-41
| -2% | -$56.7K | 0.4% | 65 |
|
|
2023
Q1 | $3.02M | Sell |
2,367
-24
| -1% | -$30.7K | 0.39% | 67 |
|
|
2022
Q4 | $3.15M | Sell |
2,391
-110
| -4% | -$145K | 0.42% | 65 |
|
|
2022
Q3 | $3.21M | Sell |
2,501
-179
| -7% | -$230K | 0.42% | 63 |
|
|
2022
Q2 | $3.26M | Sell |
2,680
-325
| -11% | -$396K | 0.41% | 64 |
|
|
2022
Q1 | $3.86M | Sell |
3,005
-297
| -9% | -$381K | 0.51% | 54 |
|
|
2021
Q4 | $4.08M | Sell |
3,302
-191
| -5% | -$236K | 0.45% | 56 |
|
|
2021
Q3 | $4.63M | Sell |
3,493
-290
| -8% | -$384K | 0.53% | 55 |
|
|
2021
Q2 | $4.58M | Sell |
3,783
-420
| -10% | -$508K | 0.53% | 52 |
|
|
2021
Q1 | $4.94M | Buy |
4,203
+58
| +1% | +$68.2K | 0.6% | 48 |
|
|
2020
Q4 | $4.71M | Buy |
4,145
+951
| +30% | +$1.08M | 0.62% | 43 |
|
|
2020
Q3 | $3.11M | Buy |
3,194
+570
| +22% | +$555K | 0.47% | 48 |
|
|
2020
Q2 | $2.42M | Buy |
+2,624
| New | +$2.42M | 0.4% | 53 |
|