FCMC
Founders Capital Management (Connecticut)’s Markel Group MKL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $691K | Sell |
346
-16
| -4% | -$32K | 0.12% | 51 |
|
2025
Q1 | $677K | Sell |
362
-45
| -11% | -$84.1K | 0.12% | 50 |
|
2024
Q4 | $703K | Sell |
407
-3
| -0.7% | -$5.18K | 0.12% | 47 |
|
2024
Q3 | $643K | Sell |
410
-158
| -28% | -$248K | 0.11% | 51 |
|
2024
Q2 | $895K | Sell |
568
-78
| -12% | -$123K | 0.16% | 47 |
|
2024
Q1 | $983K | Sell |
646
-50
| -7% | -$76.1K | 0.18% | 44 |
|
2023
Q4 | $988K | Sell |
696
-2
| -0.3% | -$2.84K | 0.2% | 43 |
|
2023
Q3 | $1.03M | Hold |
698
| – | – | 0.23% | 43 |
|
2023
Q2 | $965K | Hold |
698
| – | – | 0.22% | 44 |
|
2023
Q1 | $892K | Sell |
698
-24
| -3% | -$30.7K | 0.22% | 45 |
|
2022
Q4 | $951K | Sell |
722
-92
| -11% | -$121K | 0.26% | 43 |
|
2022
Q3 | $883K | Buy |
814
+10
| +1% | +$10.8K | 0.25% | 44 |
|
2022
Q2 | $1.04M | Hold |
804
| – | – | 0.27% | 42 |
|
2022
Q1 | $1.19M | Sell |
804
-2,459
| -75% | -$3.63M | 0.25% | 41 |
|
2021
Q4 | $4.03M | Sell |
3,263
-27
| -0.8% | -$33.3K | 0.87% | 27 |
|
2021
Q3 | $3.93M | Sell |
3,290
-92
| -3% | -$110K | 0.99% | 23 |
|
2021
Q2 | $4.01M | Sell |
3,382
-7
| -0.2% | -$8.31K | 0.97% | 24 |
|
2021
Q1 | $3.86M | Sell |
3,389
-53
| -2% | -$60.4K | 0.97% | 24 |
|
2020
Q4 | $3.56M | Sell |
3,442
-288
| -8% | -$298K | 1.03% | 22 |
|
2020
Q3 | $3.63M | Hold |
3,730
| – | – | 1.15% | 23 |
|
2020
Q2 | $3.44M | Buy |
3,730
+9
| +0.2% | +$8.31K | 1.18% | 23 |
|
2020
Q1 | $3.45M | Buy |
+3,721
| New | +$3.45M | 1.37% | 22 |
|