FineMark National Bank & 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 | $573K | Hold |
287
| – | – | 0.02% | 284 |
|
|
2025
Q1 | $537K | Buy |
287
+60
| +26% | +$112K | 0.02% | 288 |
|
|
2024
Q4 | $392K | Hold |
227
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $356K | Sell |
227
-8
| -3% | -$12.5K | 0.01% | 331 |
|
|
2024
Q2 | $370K | Sell |
235
-10
| -4% | -$15.8K | 0.01% | 315 |
|
|
2024
Q1 | $373K | Sell |
245
-26
| -10% | -$39.6K | 0.01% | 318 |
|
|
2023
Q4 | $385K | Buy |
271
+31
| +13% | +$44K | 0.02% | 301 |
|
|
2023
Q3 | $353K | Hold |
240
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $332K | Sell |
240
-8
| -3% | -$11.1K | 0.01% | 327 |
|
|
2023
Q1 | $317K | Buy |
248
+10
| +4% | +$12.8K | 0.01% | 328 |
|
|
2022
Q4 | $314K | Hold |
238
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $258K | Hold |
238
| – | – | 0.01% | 333 |
|
|
2022
Q2 | $308K | Hold |
238
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $351K | Hold |
238
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $294K | Sell |
238
-5
| -2% | -$6.18K | 0.01% | 383 |
|
|
2021
Q3 | $290K | Buy |
243
+5
| +2% | +$5.97K | 0.01% | 368 |
|
|
2021
Q2 | $282K | Hold |
238
| – | – | 0.01% | 386 |
|
|
2021
Q1 | $271K | Hold |
238
| – | – | 0.01% | 378 |
|
|
2020
Q4 | $246K | Buy |
238
+11
| +5% | +$11.4K | 0.01% | 367 |
|
|
2020
Q3 | $221K | Sell |
227
-20
| -8% | -$19.5K | 0.01% | 352 |
|
|
2020
Q2 | $228K | Sell |
247
-9
| -4% | -$8.31K | 0.01% | 332 |
|
|
2020
Q1 | $238K | Sell |
256
-30
| -10% | -$27.9K | 0.01% | 300 |
|
|
2019
Q4 | $327K | Sell |
286
-29
| -9% | -$33.2K | 0.02% | 298 |
|
|
2019
Q3 | $372K | Buy |
315
+9
| +3% | +$10.6K | 0.02% | 278 |
|
|
2019
Q2 | $333K | Buy |
+306
| New | +$333K | 0.02% | 284 |
|
|
2018
Q3 | – | Sell |
-273
| Closed | -$296K | – | 380 |
|
|
2018
Q2 | $296K | Hold |
273
| – | – | 0.02% | 319 |
|
|
2018
Q1 | $319K | Buy |
273
+76
| +39% | +$88.8K | 0.02% | 298 |
|
|
2017
Q4 | $224K | Sell |
197
-25
| -11% | -$28.4K | 0.01% | 334 |
|
|
2017
Q3 | $237K | Hold |
222
| – | – | 0.02% | 329 |
|
|
2017
Q2 | $217K | Hold |
222
| – | – | 0.02% | 326 |
|
|
2017
Q1 | $217K | Buy |
222
+10
| +5% | +$9.78K | 0.02% | 332 |
|
|
2016
Q4 | $192K | Hold |
212
| – | – | 0.02% | 345 |
|
|
2016
Q3 | $197K | Sell |
212
-50
| -19% | -$46.5K | 0.02% | 334 |
|
|
2016
Q2 | $249K | Buy |
262
+50
| +24% | +$47.5K | 0.03% | 284 |
|
|
2016
Q1 | $189K | Hold |
212
| – | – | 0.02% | 311 |
|
|
2015
Q4 | $187K | Hold |
212
| – | – | 0.02% | 327 |
|
|
2015
Q3 | $170K | Buy |
212
+9
| +4% | +$7.22K | 0.02% | 355 |
|
|
2015
Q2 | $162K | Buy |
203
+43
| +27% | +$34.3K | 0.02% | 376 |
|
|
2015
Q1 | $123K | Hold |
160
| – | – | 0.02% | 434 |
|
|
2014
Q4 | $109K | Hold |
160
| – | – | 0.02% | 466 |
|
|
2014
Q3 | $102K | Hold |
160
| – | – | 0.02% | 469 |
|
|
2014
Q2 | $105K | Hold |
160
| – | – | 0.02% | 459 |
|
|
2014
Q1 | $95K | Hold |
160
| – | – | 0.02% | 469 |
|
|
2013
Q4 | $93K | Hold |
160
| – | – | 0.02% | 446 |
|
|
2013
Q3 | $83K | Sell |
160
-10
| -6% | -$5.19K | 0.02% | 468 |
|
|
2013
Q2 | $89K | Buy |
+170
| New | +$89K | 0.03% | 418 |
|