Markel Group’s Watsco WSO Stock Holding History

Markel Group’s Portfolio WSO Stock Details WSO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$250M	Sell	565,169 -25,331	-4%	-$11.2M	2.11%	14
2025 Q1	$300M	Hold	590,500	–	–	2.67%	9
2024 Q4	$280M	Buy	590,500 +8,000	+1%	+$3.79M	2.47%	10
2024 Q3	$287M	Buy	582,500 +11,250	+2%	+$5.53M	2.58%	8
2024 Q2	$265M	Buy	571,250 +5,000	+0.9%	+$2.32M	2.6%	10
2024 Q1	$245M	Buy	566,250 +9,500	+2%	+$4.1M	2.41%	11
2023 Q4	$239M	Buy	556,750 +11,000	+2%	+$4.71M	2.59%	9
2023 Q3	$206M	Buy	545,750 +6,500	+1%	+$2.46M	2.49%	10
2023 Q2	$206M	Buy	539,250 +10,500	+2%	+$4.01M	2.45%	12
2023 Q1	$168M	Buy	528,750 +28,500	+6%	+$9.07M	2.14%	14
2022 Q4	$125M	Buy	500,250 +38,000	+8%	+$9.48M	1.67%	17
2022 Q3	$119M	Buy	462,250 +18,500	+4%	+$4.76M	1.76%	15
2022 Q2	$106M	Buy	443,750 +25,000	+6%	+$5.97M	1.52%	21
2022 Q1	$128M	Hold	418,750	–	–	1.51%	19
2021 Q4	$131M	Buy	418,750 +4,500	+1%	+$1.41M	1.5%	20
2021 Q3	$110M	Buy	414,250 +7,750	+2%	+$2.05M	1.39%	20
2021 Q2	$117M	Buy	406,500 +3,000	+0.7%	+$860K	1.48%	19
2021 Q1	$105M	Buy	403,500 +4,500	+1%	+$1.17M	1.46%	19
2020 Q4	$90.4M	Buy	399,000 +2,000	+0.5%	+$453K	1.35%	20
2020 Q3	$92.5M	Hold	397,000	–	–	1.57%	18
2020 Q2	$70.5M	Hold	397,000	–	–	1.31%	19
2020 Q1	$62.7M	Buy	397,000 +9,500	+2%	+$1.5M	1.18%	23
2019 Q4	$69.8M	Buy	387,500 +11,000	+3%	+$1.98M	0.97%	25
2019 Q3	$63.7M	Buy	376,500 +20,500	+6%	+$3.47M	0.96%	26
2019 Q2	$58.2M	Buy	356,000 +27,000	+8%	+$4.42M	0.9%	28
2019 Q1	$47.1M	Buy	329,000 +34,000	+12%	+$4.87M	0.79%	32
2018 Q4	$41M	Buy	295,000 +3,000	+1%	+$417K	0.78%	29
2018 Q3	$52M	Buy	292,000 +16,000	+6%	+$2.85M	0.88%	26
2018 Q2	$49.2M	Buy	276,000 +17,500	+7%	+$3.12M	0.9%	29
2018 Q1	$46.8M	Buy	258,500 +23,000	+10%	+$4.16M	0.89%	30
2017 Q4	$40M	Hold	235,500	–	–	0.76%	38
2017 Q3	$37.9M	Buy	235,500 +16,000	+7%	+$2.58M	0.76%	39
2017 Q2	$33.8M	Buy	219,500 +21,000	+11%	+$3.24M	0.72%	40
2017 Q1	$28.4M	Buy	198,500 +9,500	+5%	+$1.36M	0.64%	43
2016 Q4	$28M	Buy	189,000 +11,500	+6%	+$1.7M	0.67%	41
2016 Q3	$25M	Buy	177,500 +27,000	+18%	+$3.8M	0.64%	41
2016 Q2	$21.2M	Buy	150,500 +23,100	+18%	+$3.25M	0.56%	43
2016 Q1	$17.2M	Buy	127,400 +2,400	+2%	+$323K	0.46%	53
2015 Q4	$14.6M	Buy	125,000 +16,000	+15%	+$1.87M	0.4%	55
2015 Q3	$12.9M	Buy	109,000 +16,000	+17%	+$1.9M	0.34%	62
2015 Q2	$11.5M	Buy	93,000 +35,000	+60%	+$4.33M	0.29%	67
2015 Q1	$7.29M	Buy	58,000 +56,000	+2,800%	+$7.04M	0.18%	82
2014 Q4	$214K	Buy	+2,000	New	+$214K	0.01%	106