Guggenheim Capital’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-182
| Closed | -$287K | – | 1914 |
|
|
2024
Q2 | $287K | Sell |
182
-8,582
| -98% | -$13.5M | ﹤0.01% | 1663 |
|
|
2024
Q1 | $13.3M | Hold |
8,764
| – | – | 0.09% | 223 |
|
|
2023
Q4 | $12.4M | Hold |
8,764
| – | – | 0.09% | 232 |
|
|
2023
Q3 | $12.9M | Buy |
8,764
+4,525
| +107% | +$6.66M | 0.11% | 199 |
|
|
2023
Q2 | $5.86M | Buy |
+4,239
| New | +$5.86M | 0.05% | 467 |
|
|
2022
Q2 | – | Sell |
-801
| Closed | -$1.18M | – | 2105 |
|
|
2022
Q1 | $1.18M | Buy |
801
+73
| +10% | +$108K | 0.01% | 1270 |
|
|
2021
Q4 | $898K | Buy |
728
+122
| +20% | +$150K | ﹤0.01% | 1414 |
|
|
2021
Q3 | $724K | Sell |
606
-241
| -28% | -$288K | ﹤0.01% | 1580 |
|
|
2021
Q2 | $1.01M | Buy |
847
+617
| +268% | +$732K | 0.01% | 1488 |
|
|
2021
Q1 | $262K | Buy |
+230
| New | +$262K | ﹤0.01% | 2003 |
|
|
2018
Q2 | – | Sell |
-217
| Closed | -$254K | – | 2516 |
|
|
2018
Q1 | $254K | Sell |
217
-118
| -35% | -$138K | ﹤0.01% | 2571 |
|
|
2017
Q4 | $382K | Buy |
335
+20
| +6% | +$22.8K | ﹤0.01% | 2428 |
|
|
2017
Q3 | $336K | Buy |
315
+90
| +40% | +$96K | ﹤0.01% | 2512 |
|
|
2017
Q2 | $220K | Sell |
225
-150
| -40% | -$147K | ﹤0.01% | 2624 |
|
|
2017
Q1 | $366K | Sell |
375
-10
| -3% | -$9.76K | ﹤0.01% | 2498 |
|
|
2016
Q4 | $348K | Buy |
385
+31
| +9% | +$28K | ﹤0.01% | 2543 |
|
|
2016
Q3 | $329K | Buy |
354
+94
| +36% | +$87.4K | ﹤0.01% | 2527 |
|
|
2016
Q2 | $248K | Buy |
260
+1
| +0.4% | +$954 | ﹤0.01% | 2614 |
|
|
2016
Q1 | $231K | Sell |
259
-397
| -61% | -$354K | ﹤0.01% | 2642 |
|
|
2015
Q4 | $580K | Buy |
656
+78
| +13% | +$69K | ﹤0.01% | 2367 |
|
|
2015
Q3 | $463K | Buy |
578
+46
| +9% | +$36.8K | ﹤0.01% | 2450 |
|
|
2015
Q2 | $426K | Buy |
+532
| New | +$426K | ﹤0.01% | 2591 |
|
|
2014
Q3 | – | Sell |
-2,668
| Closed | -$1.75M | – | 3013 |
|
|
2014
Q2 | $1.75M | Buy |
2,668
+68
| +3% | +$44.6K | ﹤0.01% | 1893 |
|
|
2014
Q1 | $1.55M | Buy |
2,600
+194
| +8% | +$116K | ﹤0.01% | 1934 |
|
|
2013
Q4 | $1.4M | Buy |
2,406
+792
| +49% | +$460K | ﹤0.01% | 1997 |
|
|
2013
Q3 | $836K | Buy |
+1,614
| New | +$836K | ﹤0.01% | 2138 |
|