Markel Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Hold |
114,620
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $11.8M | Hold |
114,620
| – | – | 0.11% | 100 |
|
|
2024
Q4 | $10.6M | Hold |
114,620
| – | – | 0.09% | 106 |
|
|
2024
Q3 | $11.9M | Hold |
114,620
| – | – | 0.11% | 100 |
|
|
2024
Q2 | $11M | Hold |
114,620
| – | – | 0.11% | 98 |
|
|
2024
Q1 | $11.4M | Hold |
114,620
| – | – | 0.11% | 94 |
|
|
2023
Q4 | $10.3M | Hold |
114,620
| – | – | 0.11% | 95 |
|
|
2023
Q3 | $9.21M | Hold |
114,620
| – | – | 0.11% | 94 |
|
|
2023
Q2 | $10.2M | Hold |
114,620
| – | – | 0.12% | 96 |
|
|
2023
Q1 | $9.67M | Hold |
114,620
| – | – | 0.12% | 98 |
|
|
2022
Q4 | $8.98M | Hold |
114,620
| – | – | 0.12% | 99 |
|
|
2022
Q3 | $7.31M | Hold |
114,620
| – | – | 0.11% | 98 |
|
|
2022
Q2 | $8.1M | Hold |
114,620
| – | – | 0.12% | 95 |
|
|
2022
Q1 | $8.82M | Hold |
114,620
| – | – | 0.1% | 95 |
|
|
2021
Q4 | $9.98M | Hold |
114,620
| – | – | 0.11% | 92 |
|
|
2021
Q3 | $9.43M | Hold |
114,620
| – | – | 0.12% | 92 |
|
|
2021
Q2 | $9.37M | Buy |
114,620
+760
| +0.7% | +$62.1K | 0.12% | 94 |
|
|
2021
Q1 | $7.79M | Buy |
113,860
+800
| +0.7% | +$54.8K | 0.11% | 96 |
|
|
2020
Q4 | $7.64M | Buy |
113,060
+1,060
| +0.9% | +$71.6K | 0.11% | 95 |
|
|
2020
Q3 | $6.99M | Hold |
112,000
| – | – | 0.12% | 92 |
|
|
2020
Q2 | $6.37M | Buy |
+112,000
| New | +$6.37M | 0.12% | 92 |
|