Markel Group’s Charles Schwab SCHW Stock Holding History

Markel Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$125M	Hold	1,364,800	–	–	1.05%	30
2025 Q1	$107M	Buy	1,364,800 +1,000	+0.1%	+$78.3K	0.95%	31
2024 Q4	$101M	Buy	1,363,800 +13,000	+1%	+$962K	0.89%	35
2024 Q3	$87.5M	Sell	1,350,800 -15,966	-1%	-$1.03M	0.79%	37
2024 Q2	$101M	Buy	1,366,766 +13,000	+1%	+$958K	0.99%	32
2024 Q1	$97.9M	Buy	1,353,766 +19,000	+1%	+$1.37M	0.97%	33
2023 Q4	$91.8M	Buy	1,334,766 +58,000	+5%	+$3.99M	1%	31
2023 Q3	$70.1M	Buy	1,276,766 +30,500	+2%	+$1.67M	0.85%	38
2023 Q2	$70.6M	Buy	1,246,266 +79,594	+7%	+$4.51M	0.84%	37
2023 Q1	$61.1M	Buy	1,166,672 +31,372	+3%	+$1.64M	0.78%	36
2022 Q4	$94.5M	Buy	1,135,300 +19,000	+2%	+$1.58M	1.27%	26
2022 Q3	$80.2M	Buy	1,116,300 +13,000	+1%	+$934K	1.18%	27
2022 Q2	$69.7M	Buy	1,103,300 +8,000	+0.7%	+$505K	1%	27
2022 Q1	$92.3M	Hold	1,095,300	–	–	1.1%	26
2021 Q4	$92.1M	Hold	1,095,300	–	–	1.05%	26
2021 Q3	$79.8M	Hold	1,095,300	–	–	1.01%	28
2021 Q2	$79.7M	Hold	1,095,300	–	–	1.01%	27
2021 Q1	$71.4M	Hold	1,095,300	–	–	0.99%	27
2020 Q4	$58.1M	Hold	1,095,300	–	–	0.87%	33
2020 Q3	$39.7M	Hold	1,095,300	–	–	0.67%	44
2020 Q2	$37M	Hold	1,095,300	–	–	0.69%	41
2020 Q1	$36.8M	Buy	1,095,300 +12,600	+1%	+$424K	0.69%	39
2019 Q4	$51.5M	Buy	1,082,700 +13,700	+1%	+$652K	0.71%	38
2019 Q3	$44.7M	Buy	1,069,000 +12,000	+1%	+$502K	0.68%	40
2019 Q2	$42.5M	Sell	1,057,000 -100	-0%	-$4.02K	0.65%	40
2019 Q1	$45.2M	Hold	1,057,100	–	–	0.76%	33
2018 Q4	$43.9M	Hold	1,057,100	–	–	0.84%	28
2018 Q3	$52M	Buy	1,057,100 +100	+0%	+$4.92K	0.88%	27
2018 Q2	$54M	Hold	1,057,000	–	–	0.99%	25
2018 Q1	$55.2M	Hold	1,057,000	–	–	1.05%	24
2017 Q4	$54.3M	Hold	1,057,000	–	–	1.03%	26
2017 Q3	$46.2M	Hold	1,057,000	–	–	0.92%	30
2017 Q2	$45.4M	Hold	1,057,000	–	–	0.97%	27
2017 Q1	$43.1M	Hold	1,057,000	–	–	0.97%	29
2016 Q4	$41.7M	Hold	1,057,000	–	–	1.01%	25
2016 Q3	$33.4M	Hold	1,057,000	–	–	0.86%	32
2016 Q2	$26.8M	Hold	1,057,000	–	–	0.71%	36
2016 Q1	$29.6M	Hold	1,057,000	–	–	0.8%	33
2015 Q4	$34.8M	Hold	1,057,000	–	–	0.94%	30
2015 Q3	$30.2M	Hold	1,057,000	–	–	0.8%	34
2015 Q2	$34.5M	Hold	1,057,000	–	–	0.86%	33
2015 Q1	$32.2M	Hold	1,057,000	–	–	0.81%	35
2014 Q4	$31.9M	Hold	1,057,000	–	–	0.8%	37
2014 Q3	$31.1M	Hold	1,057,000	–	–	0.88%	35
2014 Q2	$28.5M	Hold	1,057,000	–	–	0.81%	37
2014 Q1	$28.9M	Buy	1,057,000 +57,300	+6%	+$1.57M	0.89%	31
2013 Q4	$26M	Sell	999,700 -4,019	-0.4%	-$104K	0.82%	33
2013 Q3	$21.2M	Sell	1,003,719 -23,097	-2%	-$488K	0.73%	36
2013 Q2	$21.8M	Buy	+1,026,816	New	+$21.8M	0.78%	34