HIA
Harbor Investment Advisory’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
1,797
+89
| +5% | +$178K | 0.32% | 62 |
|
|
2025
Q1 | $3.19M | Buy |
1,708
+280
| +20% | +$523K | 0.31% | 65 |
|
|
2024
Q4 | $2.46M | Hold |
1,428
| – | – | 0.23% | 80 |
|
|
2024
Q3 | $2.24M | Buy |
1,428
+88
| +7% | +$138K | 0.22% | 86 |
|
|
2024
Q2 | $2.11M | Buy |
1,340
+14
| +1% | +$22.1K | 0.22% | 81 |
|
|
2024
Q1 | $2.02M | Buy |
1,326
+111
| +9% | +$169K | 0.21% | 83 |
|
|
2023
Q4 | $1.72M | Buy |
1,215
+136
| +13% | +$193K | 0.2% | 89 |
|
|
2023
Q3 | $1.59M | Buy |
1,079
+47
| +5% | +$69.2K | 0.21% | 84 |
|
|
2023
Q2 | $1.43M | Buy |
1,032
+33
| +3% | +$45.6K | 0.2% | 100 |
|
|
2023
Q1 | $1.28M | Buy |
999
+98
| +11% | +$125K | 0.19% | 105 |
|
|
2022
Q4 | $1.19M | Buy |
901
+61
| +7% | +$80.4K | 0.19% | 109 |
|
|
2022
Q3 | $911K | Buy |
840
+261
| +45% | +$283K | 0.15% | 130 |
|
|
2022
Q2 | $749K | Buy |
579
+21
| +4% | +$27.2K | 0.12% | 153 |
|
|
2022
Q1 | $823K | Buy |
558
+5
| +0.9% | +$7.38K | 0.11% | 159 |
|
|
2021
Q4 | $682K | Buy |
553
+7
| +1% | +$8.63K | 0.09% | 190 |
|
|
2021
Q3 | $653K | Buy |
546
+46
| +9% | +$55K | 0.09% | 187 |
|
|
2021
Q2 | $593K | Buy |
500
+42
| +9% | +$49.8K | 0.08% | 205 |
|
|
2021
Q1 | $522K | Buy |
458
+35
| +8% | +$39.9K | 0.08% | 204 |
|
|
2020
Q4 | $437K | Buy |
423
+63
| +18% | +$65.1K | 0.07% | 204 |
|
|
2020
Q3 | $351K | Buy |
360
+30
| +9% | +$29.3K | 0.07% | 200 |
|
|
2020
Q2 | $305K | Buy |
+330
| New | +$305K | 0.06% | 206 |
|