Global Retirement Partners’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 | $53.9K | Buy |
+27
| New | +$53.9K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $44.9K | Hold |
26
| – | – | ﹤0.01% | 1668 |
|
|
2024
Q3 | $40.8K | Hold |
26
| – | – | ﹤0.01% | 1658 |
|
|
2024
Q2 | $41K | Hold |
26
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q1 | $39.6K | Hold |
26
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q4 | $37.2K | Buy |
26
+3
| +13% | +$4.29K | ﹤0.01% | 1499 |
|
|
2023
Q3 | $33.6K | Hold |
23
| – | – | ﹤0.01% | 1444 |
|
|
2023
Q2 | $31.8K | Hold |
23
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q1 | $30.9K | Buy |
23
+1
| +5% | +$1.34K | ﹤0.01% | 1448 |
|
|
2022
Q4 | $29K | Hold |
22
| – | – | ﹤0.01% | 1320 |
|
|
2022
Q3 | $27K | Buy |
22
+12
| +120% | +$14.7K | ﹤0.01% | 1262 |
|
|
2022
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 1526 |
|
|
2022
Q1 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 1520 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$10K | – | 1837 |
|
|
2020
Q4 | $10K | Hold |
10
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q3 | $10K | Buy |
+10
| New | +$10K | ﹤0.01% | 1142 |
|
|
2019
Q2 | – | Sell |
-6
| Closed | -$6K | – | 1662 |
|
|
2019
Q1 | $6K | Hold |
6
| – | – | ﹤0.01% | 1203 |
|
|
2018
Q4 | $6K | Hold |
6
| – | – | ﹤0.01% | 1115 |
|
|
2018
Q3 | $7K | Hold |
6
| – | – | ﹤0.01% | 1138 |
|
|
2018
Q2 | $7K | Hold |
6
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q1 | $7K | Hold |
6
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q4 | $7K | Hold |
6
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q3 | $6K | Hold |
6
| – | – | ﹤0.01% | 967 |
|
|
2017
Q2 | $6K | Hold |
6
| – | – | ﹤0.01% | 905 |
|
|
2017
Q1 | $6K | Hold |
6
| – | – | ﹤0.01% | 872 |
|
|
2016
Q4 | $5K | Buy |
+6
| New | +$5K | ﹤0.01% | 848 |
|