LPL Financial’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 | $14.3M | Buy |
7,159
+503
| +8% | +$1M | ﹤0.01% | 1472 |
|
|
2025
Q1 | $12.4M | Buy |
6,656
+492
| +8% | +$920K | ﹤0.01% | 1451 |
|
|
2024
Q4 | $10.6M | Buy |
6,164
+453
| +8% | +$782K | ﹤0.01% | 1493 |
|
|
2024
Q3 | $8.96M | Buy |
5,711
+353
| +7% | +$554K | ﹤0.01% | 1532 |
|
|
2024
Q2 | $8.44M | Buy |
5,358
+534
| +11% | +$841K | ﹤0.01% | 1480 |
|
|
2024
Q1 | $7.34M | Buy |
4,824
+999
| +26% | +$1.52M | ﹤0.01% | 1517 |
|
|
2023
Q4 | $5.43M | Sell |
3,825
-213
| -5% | -$302K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $5.95M | Buy |
4,038
+192
| +5% | +$283K | ﹤0.01% | 1493 |
|
|
2023
Q2 | $5.32M | Buy |
3,846
+563
| +17% | +$779K | ﹤0.01% | 1526 |
|
|
2023
Q1 | $4.19M | Buy |
3,283
+503
| +18% | +$642K | ﹤0.01% | 1617 |
|
|
2022
Q4 | $3.66M | Buy |
2,780
+120
| +5% | +$158K | ﹤0.01% | 1644 |
|
|
2022
Q3 | $2.88M | Buy |
2,660
+98
| +4% | +$106K | ﹤0.01% | 1730 |
|
|
2022
Q2 | $3.31M | Buy |
2,562
+503
| +24% | +$650K | ﹤0.01% | 1654 |
|
|
2022
Q1 | $3.04M | Buy |
2,059
+184
| +10% | +$271K | ﹤0.01% | 1736 |
|
|
2021
Q4 | $2.31M | Buy |
1,875
+59
| +3% | +$72.8K | ﹤0.01% | 1969 |
|
|
2021
Q3 | $2.17M | Buy |
1,816
+551
| +44% | +$658K | ﹤0.01% | 1971 |
|
|
2021
Q2 | $1.5M | Buy |
1,265
+60
| +5% | +$71.2K | ﹤0.01% | 2207 |
|
|
2021
Q1 | $1.37M | Buy |
1,205
+103
| +9% | +$117K | ﹤0.01% | 2127 |
|
|
2020
Q4 | $1.14M | Sell |
1,102
-284
| -20% | -$294K | ﹤0.01% | 2073 |
|
|
2020
Q3 | $1.35M | Buy |
1,386
+30
| +2% | +$29.2K | ﹤0.01% | 1699 |
|
|
2020
Q2 | $1.25M | Sell |
1,356
-470
| -26% | -$434K | ﹤0.01% | 1668 |
|
|
2020
Q1 | $1.69M | Buy |
1,826
+444
| +32% | +$412K | ﹤0.01% | 1294 |
|
|
2019
Q4 | $1.58M | Buy |
1,382
+80
| +6% | +$91.5K | ﹤0.01% | 1525 |
|
|
2019
Q3 | $1.54M | Buy |
1,302
+24
| +2% | +$28.4K | ﹤0.01% | 1429 |
|
|
2019
Q2 | $1.39M | Buy |
1,278
+95
| +8% | +$104K | ﹤0.01% | 1484 |
|
|
2019
Q1 | $1.18M | Sell |
1,183
-73
| -6% | -$72.8K | ﹤0.01% | 1542 |
|
|
2018
Q4 | $1.3M | Buy |
1,256
+76
| +6% | +$78.9K | ﹤0.01% | 1333 |
|
|
2018
Q3 | $1.4M | Buy |
1,180
+83
| +8% | +$98.6K | ﹤0.01% | 1414 |
|
|
2018
Q2 | $1.19M | Sell |
1,097
-7
| -0.6% | -$7.59K | ﹤0.01% | 1496 |
|
|
2018
Q1 | $1.29M | Sell |
1,104
-208
| -16% | -$243K | ﹤0.01% | 1402 |
|
|
2017
Q4 | $1.5M | Buy |
1,312
+322
| +33% | +$367K | ﹤0.01% | 1248 |
|
|
2017
Q3 | $1.06M | Sell |
990
-58
| -6% | -$61.9K | ﹤0.01% | 1388 |
|
|
2017
Q2 | $1.02M | Sell |
1,048
-41
| -4% | -$40K | ﹤0.01% | 1354 |
|
|
2017
Q1 | $1.06M | Sell |
1,089
-688
| -39% | -$669K | 0.01% | 1222 |
|
|
2016
Q4 | $1.62M | Buy |
1,777
+22
| +1% | +$20.1K | 0.01% | 904 |
|
|
2016
Q3 | $1.63M | Sell |
1,755
-15
| -0.8% | -$13.9K | 0.02% | 875 |
|
|
2016
Q2 | $1.64M | Sell |
1,770
-2,156
| -55% | -$2M | 0.01% | 865 |
|
|
2016
Q1 | $3.46M | Buy |
3,926
+490
| +14% | +$432K | 0.01% | 899 |
|
|
2015
Q4 | $3.03M | Buy |
3,436
+1,958
| +132% | +$1.73M | 0.01% | 950 |
|
|
2015
Q3 | $1.2M | Buy |
1,478
+265
| +22% | +$214K | 0.01% | 1135 |
|
|
2015
Q2 | $1.02M | Buy |
1,213
+80
| +7% | +$67.4K | 0.01% | 1349 |
|
|
2015
Q1 | $873K | Sell |
1,133
-112
| -9% | -$86.3K | ﹤0.01% | 1455 |
|
|
2014
Q4 | $850K | Buy |
1,245
+711
| +133% | +$485K | ﹤0.01% | 1423 |
|
|
2014
Q3 | $339K | Buy |
534
+88
| +20% | +$55.9K | ﹤0.01% | 2075 |
|
|
2014
Q2 | $292K | Buy |
+446
| New | +$292K | ﹤0.01% | 2223 |
|