Jones Financial Companies’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
421
+118
| +39% | +$234K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $562K | Buy |
303
+49
| +19% | +$90.9K | ﹤0.01% | 1084 |
|
|
2024
Q4 | $438K | Buy |
254
+120
| +90% | +$207K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $210K | Buy |
134
+54
| +68% | +$84.7K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $126K | Buy |
80
+4
| +5% | +$6.3K | ﹤0.01% | 973 |
|
|
2024
Q1 | $116K | Buy |
+76
| New | +$116K | ﹤0.01% | 563 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$13K | – | 696 |
|
|
2022
Q4 | $13K | Buy |
10
+4
| +67% | +$5.2K | ﹤0.01% | 457 |
|
|
2022
Q3 | $7K | Sell |
6
-2
| -25% | -$2.33K | ﹤0.01% | 455 |
|
|
2022
Q2 | $10K | Hold |
8
| – | – | ﹤0.01% | 478 |
|
|
2022
Q1 | $12K | Hold |
8
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $10K | Buy |
+8
| New | +$10K | ﹤0.01% | 553 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$3K | – | 832 |
|
|
2020
Q4 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 562 |
|
|
2013
Q3 | – | Sell |
-32
| Closed | -$17K | – | 796 |
|
|
2013
Q2 | $17K | Buy |
+32
| New | +$17K | ﹤0.01% | 499 |
|