GHP Investment Advisors’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 | $7.02M | Buy |
3,513
+36
| +1% | +$71.9K | 0.31% | 118 |
|
|
2025
Q1 | $6.5M | Buy |
3,477
+57
| +2% | +$107K | 0.31% | 118 |
|
|
2024
Q4 | $5.9M | Buy |
3,420
+62
| +2% | +$107K | 0.28% | 130 |
|
|
2024
Q3 | $5.27M | Buy |
3,358
+13
| +0.4% | +$20.4K | 0.24% | 145 |
|
|
2024
Q2 | $5.27M | Buy |
3,345
+66
| +2% | +$104K | 0.26% | 135 |
|
|
2024
Q1 | $4.99M | Buy |
3,279
+81
| +3% | +$123K | 0.25% | 144 |
|
|
2023
Q4 | $4.54M | Buy |
3,198
+218
| +7% | +$310K | 0.25% | 144 |
|
|
2023
Q3 | $4.46M | Sell |
2,980
-51
| -2% | -$76.3K | 0.27% | 129 |
|
|
2023
Q2 | $4.57M | Buy |
3,031
+93
| +3% | +$140K | 0.27% | 130 |
|
|
2023
Q1 | $3.75M | Buy |
2,938
+2
| +0.1% | +$2.56K | 0.24% | 146 |
|
|
2022
Q4 | $3.87M | Sell |
2,936
-77
| -3% | -$101K | 0.26% | 140 |
|
|
2022
Q3 | $3.27M | Buy |
3,013
+180
| +6% | +$195K | 0.25% | 145 |
|
|
2022
Q2 | $3.66M | Buy |
2,833
+317
| +13% | +$410K | 0.27% | 132 |
|
|
2022
Q1 | $3.71M | Buy |
2,516
+147
| +6% | +$217K | 0.24% | 140 |
|
|
2021
Q4 | $2.92M | Buy |
2,369
+13
| +0.6% | +$16K | 0.21% | 156 |
|
|
2021
Q3 | $2.82M | Buy |
2,356
+15
| +0.6% | +$17.9K | 0.22% | 151 |
|
|
2021
Q2 | $2.78M | Buy |
2,341
+57
| +2% | +$67.6K | 0.22% | 145 |
|
|
2021
Q1 | $2.6M | Buy |
2,284
+18
| +0.8% | +$20.5K | 0.23% | 139 |
|
|
2020
Q4 | $2.34M | Buy |
2,266
+1,576
| +228% | +$1.63M | 0.22% | 138 |
|
|
2020
Q3 | $672K | Buy |
690
+15
| +2% | +$14.6K | 0.08% | 201 |
|
|
2020
Q2 | $623K | Sell |
675
-60
| -8% | -$55.4K | 0.08% | 203 |
|
|
2020
Q1 | $682K | Buy |
735
+61
| +9% | +$56.6K | 0.1% | 198 |
|
|
2019
Q4 | $770K | Buy |
674
+85
| +14% | +$97.1K | 0.08% | 211 |
|
|
2019
Q3 | $696K | Sell |
589
-176
| -23% | -$208K | 0.09% | 211 |
|
|
2019
Q2 | $834K | Hold |
765
| – | – | 0.1% | 206 |
|
|
2019
Q1 | $762K | Buy |
765
+10
| +1% | +$9.96K | 0.1% | 201 |
|
|
2018
Q4 | $784K | Buy |
755
+105
| +16% | +$109K | 0.12% | 191 |
|
|
2018
Q3 | $773K | Hold |
650
| – | – | 0.1% | 195 |
|
|
2018
Q2 | $705K | Hold |
650
| – | – | 0.1% | 198 |
|
|
2018
Q1 | $761K | Hold |
650
| – | – | 0.11% | 199 |
|
|
2017
Q4 | $740K | Hold |
650
| – | – | 0.11% | 198 |
|
|
2017
Q3 | $694K | Hold |
650
| – | – | 0.11% | 204 |
|
|
2017
Q2 | $634K | Sell |
650
-10
| -2% | -$9.75K | 0.1% | 210 |
|
|
2017
Q1 | $644K | Hold |
660
| – | – | 0.11% | 201 |
|
|
2016
Q4 | $597K | Hold |
660
| – | – | 0.11% | 201 |
|
|
2016
Q3 | $613K | Sell |
660
-30
| -4% | -$27.9K | 0.13% | 193 |
|
|
2016
Q2 | $657K | Buy |
690
+10
| +1% | +$9.52K | 0.14% | 177 |
|
|
2016
Q1 | $606K | Hold |
680
| – | – | 0.14% | 179 |
|
|
2015
Q4 | $601K | Hold |
680
| – | – | 0.15% | 172 |
|
|
2015
Q3 | $545K | Buy |
680
+25
| +4% | +$20K | 0.14% | 170 |
|
|
2015
Q2 | $583K | Hold |
655
| – | – | 0.14% | 165 |
|
|
2015
Q1 | $504K | Hold |
655
| – | – | 0.13% | 172 |
|
|
2014
Q4 | $447K | Buy |
655
+30
| +5% | +$20.5K | 0.12% | 181 |
|
|
2014
Q3 | $398K | Hold |
625
| – | – | 0.12% | 189 |
|
|
2014
Q2 | $410K | Hold |
625
| – | – | 0.12% | 184 |
|
|
2014
Q1 | $373K | Hold |
625
| – | – | 0.12% | 188 |
|
|
2013
Q4 | $363K | Sell |
625
-25
| -4% | -$14.5K | 0.12% | 186 |
|
|
2013
Q3 | $337K | Hold |
650
| – | – | 0.12% | 190 |
|
|
2013
Q2 | $343K | Buy |
+650
| New | +$343K | 0.14% | 171 |
|