Jacobsen Capital Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-368
| Closed | -$470K | – | 74 |
|
|
2023
Q1 | $470K | Sell |
368
-917
| -71% | -$1.17M | 0.25% | 41 |
|
|
2022
Q4 | $1.69M | Sell |
1,285
-125
| -9% | -$165K | 0.9% | 22 |
|
|
2022
Q3 | $1.53M | Sell |
1,410
-19
| -1% | -$20.6K | 0.88% | 22 |
|
|
2022
Q2 | $1.85M | Sell |
1,429
-528
| -27% | -$683K | 0.98% | 21 |
|
|
2022
Q1 | $2.89M | Buy |
1,957
+191
| +11% | +$282K | 1.32% | 14 |
|
|
2021
Q4 | $2.18M | Buy |
1,766
+5
| +0.3% | +$6.17K | 1.03% | 17 |
|
|
2021
Q3 | $2.11M | Sell |
1,761
-41
| -2% | -$49K | 1.06% | 18 |
|
|
2021
Q2 | $2.14M | Buy |
1,802
+37
| +2% | +$43.9K | 1.09% | 15 |
|
|
2021
Q1 | $2.01M | Buy |
1,765
+709
| +67% | +$808K | 1.11% | 16 |
|
|
2020
Q4 | $1.09M | Hold |
1,056
| – | – | 0.65% | 35 |
|
|
2020
Q3 | $1.03M | Buy |
1,056
+708
| +203% | +$689K | 0.72% | 34 |
|
|
2020
Q2 | $321K | Buy |
+348
| New | +$321K | 0.24% | 51 |
|
|
2019
Q4 | $411K | Sell |
360
-27
| -7% | -$30.8K | 0.41% | 48 |
|
|
2019
Q3 | $457K | Hold |
387
| – | – | 0.44% | 47 |
|
|
2019
Q2 | $421K | Buy |
+387
| New | +$421K | 0.42% | 48 |
|