Greenleaf Trust’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 | $387K | Sell |
194
-14
| -7% | -$28K | ﹤0.01% | 559 |
|
|
2025
Q1 | $389K | Sell |
208
-5
| -2% | -$9.35K | ﹤0.01% | 565 |
|
|
2024
Q4 | $368K | Buy |
213
+7
| +3% | +$12.1K | ﹤0.01% | 589 |
|
|
2024
Q3 | $323K | Buy |
206
+15
| +8% | +$23.5K | ﹤0.01% | 640 |
|
|
2024
Q2 | $301K | Sell |
191
-1
| -0.5% | -$1.58K | ﹤0.01% | 622 |
|
|
2024
Q1 | $292K | Buy |
192
+3
| +2% | +$4.56K | ﹤0.01% | 615 |
|
|
2023
Q4 | $268K | Sell |
189
-2
| -1% | -$2.84K | ﹤0.01% | 627 |
|
|
2023
Q3 | $281K | Sell |
191
-6
| -3% | -$8.84K | ﹤0.01% | 604 |
|
|
2023
Q2 | $272K | Buy |
197
+12
| +6% | +$16.6K | ﹤0.01% | 624 |
|
|
2023
Q1 | $236K | Sell |
185
-1
| -0.5% | -$1.28K | ﹤0.01% | 679 |
|
|
2022
Q4 | $245K | Buy |
+186
| New | +$245K | ﹤0.01% | 653 |
|
|
2022
Q3 | – | Sell |
-210
| Closed | -$272K | – | 729 |
|
|
2022
Q2 | $272K | Sell |
210
-5
| -2% | -$6.48K | ﹤0.01% | 581 |
|
|
2022
Q1 | $317K | Buy |
215
+23
| +12% | +$33.9K | ﹤0.01% | 573 |
|
|
2021
Q4 | $237K | Buy |
192
+1
| +0.5% | +$1.23K | ﹤0.01% | 676 |
|
|
2021
Q3 | $228K | Sell |
191
-1
| -0.5% | -$1.19K | ﹤0.01% | 668 |
|
|
2021
Q2 | $228K | Buy |
192
+1
| +0.5% | +$1.19K | ﹤0.01% | 661 |
|
|
2021
Q1 | $218K | Buy |
+191
| New | +$218K | ﹤0.01% | 665 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$286K | – | 214 |
|
|
2016
Q2 | $286K | Sell |
300
-142
| -32% | -$135K | 0.01% | 143 |
|
|
2016
Q1 | $394K | Sell |
442
-115
| -21% | -$103K | 0.01% | 121 |
|
|
2015
Q4 | $492K | Sell |
557
-333
| -37% | -$294K | 0.01% | 109 |
|
|
2015
Q3 | $714K | Sell |
890
-35,454
| -98% | -$28.4M | 0.02% | 88 |
|
|
2015
Q2 | $29.1M | Buy |
36,344
+1,304
| +4% | +$1.04M | 0.84% | 3 |
|
|
2015
Q1 | $26.9M | Sell |
35,040
-658
| -2% | -$506K | 0.81% | 4 |
|
|
2014
Q4 | $24.4M | Buy |
35,698
+340
| +1% | +$232K | 0.71% | 8 |
|
|
2014
Q3 | $22.5M | Buy |
35,358
+3,158
| +10% | +$2.01M | 0.74% | 6 |
|
|
2014
Q2 | $21.1M | Sell |
32,200
-252
| -0.8% | -$165K | 0.67% | 7 |
|
|
2014
Q1 | $19.3M | Buy |
32,452
+817
| +3% | +$487K | 0.62% | 9 |
|
|
2013
Q4 | $18.4M | Buy |
31,635
+582
| +2% | +$338K | 0.63% | 9 |
|
|
2013
Q3 | $16.1M | Buy |
31,053
+20,085
| +183% | +$10.4M | 0.6% | 11 |
|
|
2013
Q2 | $5.78M | Buy |
+10,968
| New | +$5.78M | 0.23% | 35 |
|