Jacobsen Capital Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.09M | Hold |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $321K | Buy |
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|
2019
Q4 | $411K | Sell |
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|
2019
Q3 | $457K | Hold |
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|
2019
Q2 | $421K | Buy |
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