Gofen & Glossberg’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.43M | Hold |
1,085
| – | – | 0.04% | 214 |
|
|
2022
Q3 | $1.18M | Hold |
1,085
| – | – | 0.03% | 219 |
|
|
2022
Q2 | $1.4M | Hold |
1,085
| – | – | 0.04% | 211 |
|
|
2022
Q1 | $1.6M | Hold |
1,085
| – | – | 0.04% | 212 |
|
|
2021
Q4 | $1.34M | Hold |
1,085
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $1.3M | Hold |
1,085
| – | – | 0.03% | 222 |
|
|
2021
Q2 | $1.29M | Buy |
1,085
+18
| +2% | +$21.6K | 0.03% | 217 |
|
|
2021
Q1 | $1.22M | Sell |
1,067
-70
| -6% | -$75.5K | 0.03% | 224 |
|
|
2020
Q4 | $1.18M | Sell |
1,137
-3
| -0.3% | -$2.99K | 0.03% | 220 |
|
|
2020
Q3 | $1.11M | Sell |
1,140
-230
| -17% | -$234K | 0.03% | 206 |
|
|
2020
Q2 | $1.26M | Sell |
1,370
-85
| -6% | -$77.3K | 0.04% | 187 |
|
|
2020
Q1 | $1.35M | Sell |
1,455
-10
| -0.7% | -$11.4K | 0.05% | 178 |
|
|
2019
Q4 | $1.68M | Sell |
1,465
-13
| -0.9% | -$14.8K | 0.05% | 174 |
|
|
2019
Q3 | $1.75M | Hold |
1,478
| – | – | 0.06% | 174 |
|
|
2019
Q2 | $1.61M | Hold |
1,478
| – | – | 0.06% | 177 |
|
|
2019
Q1 | $1.47M | Hold |
1,478
| – | – | 0.05% | 174 |
|
|
2018
Q4 | $1.53M | Hold |
1,478
| – | – | 0.06% | 169 |
|
|
2018
Q3 | $1.76M | Hold |
1,478
| – | – | 0.06% | 176 |
|
|
2018
Q2 | $1.6M | Hold |
1,478
| – | – | 0.06% | 180 |
|
|
2018
Q1 | $1.73M | Hold |
1,478
| – | – | 0.06% | 176 |
|
|
2017
Q4 | $1.68M | Hold |
1,478
| – | – | 0.06% | 183 |
|
|
2017
Q3 | $1.58M | Hold |
1,478
| – | – | 0.06% | 186 |
|
|
2017
Q2 | $1.44M | Hold |
1,478
| – | – | 0.05% | 190 |
|
|
2017
Q1 | $1.44M | Hold |
1,478
| – | – | 0.06% | 190 |
|
|
2016
Q4 | $1.34M | Hold |
1,478
| – | – | 0.05% | 186 |
|
|
2016
Q3 | $1.37M | Hold |
1,478
| – | – | 0.06% | 185 |
|
|
2016
Q2 | $1.41M | Hold |
1,478
| – | – | 0.06% | 182 |
|
|
2016
Q1 | $1.32M | Buy |
1,478
+242
| +20% | +$208K | 0.06% | 184 |
|
|
2015
Q4 | $1.09M | Buy |
1,236
+175
| +16% | +$152K | 0.05% | 193 |
|
|
2015
Q3 | $851K | Hold |
1,061
| – | – | 0.04% | 219 |
|
|
2015
Q2 | $850K | Hold |
1,061
| – | – | 0.04% | 225 |
|
|
2015
Q1 | $816K | Hold |
1,061
| – | – | 0.04% | 230 |
|
|
2014
Q4 | $724K | Hold |
1,061
| – | – | 0.03% | 239 |
|
|
2014
Q3 | $675K | Hold |
1,061
| – | – | 0.03% | 235 |
|
|
2014
Q2 | $696K | Hold |
1,061
| – | – | 0.03% | 229 |
|
|
2014
Q1 | $613K | Hold |
1,061
| – | – | 0.03% | 239 |
|
|
2013
Q4 | $616K | Sell |
1,061
-50
| -5% | -$27.1K | 0.03% | 234 |
|
|
2013
Q3 | $575K | Hold |
1,111
| – | – | 0.03% | 232 |
|
|
2013
Q2 | $585K | Buy |
+1,111
| New | +$582K | 0.03% | 219 |
|
Other funds holding MKL
DC
DSA
Gofen & Glossberg's MKL Position: Q4 2022 in Review
Gofen & Glossberg held its Markel Group (MKL) position steady in Q4 2022 at 1,085 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #214.
Gofen & Glossberg first reported a position in MKL in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.76M in Q3 2018. 675 funds tracked by Wall St. Rank hold MKL as of Q4 2022.
- Gofen & Glossberg held 1,085 shares of Markel Group worth $1.43M as of Q4 2022.
- Gofen & Glossberg left its Markel Group share count unchanged in Q4 2022.
- Markel Group made up 0.04% of Gofen & Glossberg's portfolio in Q4 2022, its #214 holding.
- Gofen & Glossberg first reported a position in Markel Group in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's Markel Group position peaked at $1.76M in Q3 2018.
- 675 funds tracked by Wall St. Rank held Markel Group as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.