Heartland Advisors’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,146
| Closed | -$3.05M | – | 187 |
|
|
2023
Q4 | $3.05M | Sell |
2,146
-962
| -31% | -$1.37M | 0.16% | 153 |
|
|
2023
Q3 | $4.58M | Hold |
3,108
| – | – | 0.26% | 138 |
|
|
2023
Q2 | $4.3M | Hold |
3,108
| – | – | 0.25% | 138 |
|
|
2023
Q1 | $3.97M | Sell |
3,108
-1,692
| -35% | -$2.16M | 0.25% | 137 |
|
|
2022
Q4 | $6.32M | Buy |
4,800
+62
| +1% | +$81.7K | 0.4% | 109 |
|
|
2022
Q3 | $5.14M | Hold |
4,738
| – | – | 0.38% | 109 |
|
|
2022
Q2 | $6.13M | Sell |
4,738
-25
| -0.5% | -$32.3K | 0.43% | 106 |
|
|
2022
Q1 | $7.03M | Buy |
+4,763
| New | +$7.03M | 0.44% | 102 |
|