Mar Vista Investment Partners’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 |
-14
| Closed | -$19.9K | – | 63 |
|
|
2023
Q4 | $19.9K | Sell |
14
-47,091
| -100% | -$66.9M | ﹤0.01% | 55 |
|
|
2023
Q3 | $69.4M | Sell |
47,105
-29,600
| -39% | -$43.6M | 3.32% | 12 |
|
|
2023
Q2 | $106M | Sell |
76,705
-5,778
| -7% | -$7.99M | 4.44% | 7 |
|
|
2023
Q1 | $105M | Sell |
82,483
-1,574
| -2% | -$2.01M | 4.68% | 3 |
|
|
2022
Q4 | $111M | Sell |
84,057
-5,819
| -6% | -$7.67M | 4.97% | 3 |
|
|
2022
Q3 | $97.4M | Buy |
89,876
+484
| +0.5% | +$525K | 4.35% | 4 |
|
|
2022
Q2 | $116M | Sell |
89,392
-10,683
| -11% | -$13.8M | 4.76% | 1 |
|
|
2022
Q1 | $148M | Buy |
100,075
+2,798
| +3% | +$4.13M | 4.63% | 4 |
|
|
2021
Q4 | $120M | Sell |
97,277
-21,410
| -18% | -$26.4M | 3.25% | 13 |
|
|
2021
Q3 | $142M | Sell |
118,687
-5,326
| -4% | -$6.37M | 3.65% | 11 |
|
|
2021
Q2 | $147M | Sell |
124,013
-17,714
| -12% | -$21M | 3.63% | 11 |
|
|
2021
Q1 | $162M | Buy |
141,727
+5,722
| +4% | +$6.52M | 3.74% | 8 |
|
|
2020
Q4 | $141M | Sell |
136,005
-9,211
| -6% | -$9.52M | 3.48% | 10 |
|
|
2020
Q3 | $141M | Sell |
145,216
-5,834
| -4% | -$5.68M | 3.71% | 9 |
|
|
2020
Q2 | $139M | Sell |
151,050
-16,627
| -10% | -$15.3M | 3.81% | 10 |
|
|
2020
Q1 | $156M | Sell |
167,677
-8,345
| -5% | -$7.74M | 4.73% | 3 |
|
|
2019
Q4 | $201M | Sell |
176,022
-13,943
| -7% | -$15.9M | 4.81% | 3 |
|
|
2019
Q3 | $225M | Buy |
189,965
+7,572
| +4% | +$8.95M | 5.66% | 2 |
|
|
2019
Q2 | $199M | Sell |
182,393
-8,248
| -4% | -$8.99M | 5.3% | 3 |
|
|
2019
Q1 | $190M | Buy |
190,641
+29,447
| +18% | +$29.3M | 5.01% | 4 |
|
|
2018
Q4 | $167M | Buy |
161,194
+7,423
| +5% | +$7.71M | 5.62% | 3 |
|
|
2018
Q3 | $183M | Buy |
153,771
+29,994
| +24% | +$35.6M | 5.38% | 3 |
|
|
2018
Q2 | $134M | Sell |
123,777
-6,299
| -5% | -$6.83M | 5.26% | 1 |
|
|
2018
Q1 | $152M | Sell |
130,076
-3,845
| -3% | -$4.5M | 6.05% | 2 |
|
|
2017
Q4 | $153M | Buy |
133,921
+18,326
| +16% | +$20.9M | 5.72% | 2 |
|
|
2017
Q3 | $123M | Sell |
115,595
-189
| -0.2% | -$202K | 5.13% | 4 |
|
|
2017
Q2 | $113M | Sell |
115,784
-3,260
| -3% | -$3.18M | 4.72% | 7 |
|
|
2017
Q1 | $116M | Sell |
119,044
-16,117
| -12% | -$15.7M | 4.84% | 5 |
|
|
2016
Q4 | $122M | Sell |
135,161
-8,296
| -6% | -$7.5M | 4.94% | 3 |
|
|
2016
Q3 | $133M | Buy |
143,457
+32,708
| +30% | +$30.4M | 5.44% | 5 |
|
|
2016
Q2 | $106M | Buy |
110,749
+4,521
| +4% | +$4.31M | 6.25% | 3 |
|
|
2016
Q1 | $94.7M | Sell |
106,228
-8,153
| -7% | -$7.27M | 5.82% | 3 |
|
|
2015
Q4 | $101M | Sell |
114,381
-1,404
| -1% | -$1.24M | 5.92% | 4 |
|
|
2015
Q3 | $92.8M | Buy |
115,785
+696
| +0.6% | +$558K | 5.58% | 4 |
|
|
2015
Q2 | $92.1M | Sell |
115,089
-472
| -0.4% | -$378K | 5.07% | 6 |
|
|
2015
Q1 | $88.9M | Buy |
115,561
+12,617
| +12% | +$9.7M | 5.05% | 5 |
|
|
2014
Q4 | $70.3M | Buy |
102,944
+381
| +0.4% | +$260K | 4.11% | 7 |
|
|
2014
Q3 | $65.2M | Sell |
102,563
-520
| -0.5% | -$331K | 4% | 10 |
|
|
2014
Q2 | $67.6M | Buy |
103,083
+5,182
| +5% | +$3.4M | 4.19% | 9 |
|
|
2014
Q1 | $58.4M | Buy |
97,901
+2,024
| +2% | +$1.21M | 3.36% | 16 |
|
|
2013
Q4 | $55.6M | Buy |
95,877
+3,513
| +4% | +$2.04M | 3.24% | 15 |
|
|
2013
Q3 | $47.8M | Sell |
92,364
-13,446
| -13% | -$6.96M | 3.28% | 13 |
|
|
2013
Q2 | $55.8M | Buy |
+105,810
| New | +$55.8M | 3.62% | 13 |
|