First Trust Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.2M | Sell |
12,131
-11,351
| -48% | -$23M | 0.02% | 841 |
|
|
2025
Q4 | $50.5M | Buy |
23,482
+4,640
| +25% | +$9.4M | 0.04% | 561 |
|
|
2025
Q3 | $36M | Sell |
18,842
-8,777
| -32% | -$17.2M | 0.03% | 708 |
|
|
2025
Q2 | $55.2M | Sell |
27,619
-111,816
| -80% | -$210M | 0.04% | 495 |
|
|
2025
Q1 | $261M | Buy |
139,435
+121,476
| +676% | +$223M | 0.23% | 99 |
|
|
2024
Q4 | $31M | Sell |
17,959
-10,869
| -38% | -$18M | 0.03% | 706 |
|
|
2024
Q3 | $45.2M | Buy |
28,828
+7,972
| +38% | +$12.5M | 0.04% | 535 |
|
|
2024
Q2 | $32.9M | Buy |
20,856
+1,851
| +10% | +$2.87M | 0.03% | 623 |
|
|
2024
Q1 | $28.9M | Buy |
19,005
+5,528
| +41% | +$8.11M | 0.03% | 654 |
|
|
2023
Q4 | $19.1M | Buy |
13,477
+13,042
| +2,998% | +$18.5M | 0.02% | 789 |
|
|
2023
Q3 | $641K | Buy |
435
+164
| +61% | +$240K | ﹤0.01% | 2096 |
|
|
2023
Q2 | $375K | Sell |
271
-2,556
| -90% | -$3.43M | ﹤0.01% | 2203 |
|
|
2023
Q1 | $3.61M | Sell |
2,827
-13,190
| -82% | -$17.5M | ﹤0.01% | 1387 |
|
|
2022
Q4 | $21.1M | Sell |
16,017
-22,360
| -58% | -$27.7M | 0.03% | 693 |
|
|
2022
Q3 | $41.6M | Sell |
38,377
-129,982
| -77% | -$159M | 0.05% | 470 |
|
|
2022
Q2 | $218M | Sell |
168,359
-23,944
| -12% | -$32.9M | 0.27% | 85 |
|
|
2022
Q1 | $284M | Buy |
192,303
+24,903
| +15% | +$32.2M | 0.29% | 70 |
|
|
2021
Q4 | $207M | Buy |
167,400
+136,327
| +439% | +$172M | 0.2% | 134 |
|
|
2021
Q3 | $37.1M | Buy |
31,073
+10,175
| +49% | +$12.5M | 0.04% | 543 |
|
|
2021
Q2 | $24.8M | Buy |
20,898
+13,356
| +177% | +$16M | 0.03% | 689 |
|
|
2021
Q1 | $8.6M | Buy |
+7,542
| New | +$8.14M | 0.01% | 989 |
|
|
2020
Q3 | – | Sell |
-14,102
| Closed | -$13M | – | 2417 |
|
|
2020
Q2 | $13M | Buy |
14,102
+11,338
| +410% | +$10.3M | 0.02% | 652 |
|
|
2020
Q1 | $2.56M | Sell |
2,764
-12,921
| -82% | -$14.8M | 0.01% | 1161 |
|
|
2019
Q4 | $17.9M | Buy |
15,685
+7,402
| +89% | +$8.43M | 0.03% | 652 |
|
|
2019
Q3 | $9.79M | Buy |
+8,283
| New | +$9.41M | 0.02% | 818 |
|
|
2019
Q2 | – | Sell |
-14,054
| Closed | -$14M | – | 2477 |
|
|
2019
Q1 | $14M | Buy |
14,054
+9,153
| +187% | +$9.3M | 0.03% | 631 |
|
|
2018
Q4 | $5.09M | Buy |
4,901
+2,508
| +105% | +$2.74M | 0.01% | 965 |
|
|
2018
Q3 | $2.84M | Buy |
+2,393
| New | +$2.82M | 0.01% | 1467 |
|
|
2017
Q4 | – | Sell |
-354
| Closed | -$378K | – | 2435 |
|
|
2017
Q3 | $378K | Sell |
354
-1,748
| -83% | -$1.81M | ﹤0.01% | 2175 |
|
|
2017
Q2 | $2.05M | Sell |
2,102
-4,053
| -66% | -$3.93M | 0.01% | 1452 |
|
|
2017
Q1 | $6.01M | Buy |
6,155
+500
| +9% | +$473K | 0.02% | 967 |
|
|
2016
Q4 | $5.12M | Sell |
5,655
-4,783
| -46% | -$4.26M | 0.02% | 997 |
|
|
2016
Q3 | $9.7M | Sell |
10,438
-2,590
| -20% | -$2.42M | 0.03% | 753 |
|
|
2016
Q2 | $12.4M | Buy |
13,028
+4,709
| +57% | +$4.39M | 0.04% | 606 |
|
|
2016
Q1 | $7.42M | Sell |
8,319
-4,300
| -34% | -$3.7M | 0.02% | 801 |
|
|
2015
Q4 | $11.1M | Buy |
12,619
+1,417
| +13% | +$1.23M | 0.03% | 644 |
|
|
2015
Q3 | $8.98M | Buy |
+11,202
| New | +$9.48M | 0.03% | 708 |
|
|
2014
Q4 | – | Sell |
-2,720
| Closed | -$1.73M | – | 2286 |
|
|
2014
Q3 | $1.73M | Buy |
2,720
+6
| +0.2% | +$3.87K | 0.01% | 1477 |
|
|
2014
Q2 | $1.78M | Sell |
2,714
-377
| -12% | -$238K | 0.01% | 1422 |
|
|
2014
Q1 | $1.84M | Buy |
3,091
+898
| +41% | +$511K | 0.01% | 1436 |
|
|
2013
Q4 | $1.27M | Buy |
2,193
+635
| +41% | +$345K | 0.01% | 1541 |
|
|
2013
Q3 | $807K | Buy |
1,558
+213
| +16% | +$112K | ﹤0.01% | 1657 |
|
|
2013
Q2 | $709K | Buy |
+1,345
| New | +$704K | ﹤0.01% | 1620 |
|
Other funds holding MKL
VCM
VPM
DSA
VLKIM