MPWT
MassMutual Private Wealth & Trust’s Markel Group MKL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $513K | Sell |
257
-31
| -11% | -$61.9K | 0.01% | 315 |
|
2025
Q1 | $538K | Hold |
288
| – | – | 0.02% | 313 |
|
2024
Q4 | $497K | Sell |
288
-49
| -15% | -$84.6K | 0.01% | 319 |
|
2024
Q3 | $529K | Sell |
337
-17
| -5% | -$26.7K | 0.02% | 301 |
|
2024
Q2 | $558K | Sell |
354
-23
| -6% | -$36.2K | 0.02% | 294 |
|
2024
Q1 | $574K | Sell |
377
-20
| -5% | -$30.4K | 0.02% | 281 |
|
2023
Q4 | $564K | Sell |
397
-5
| -1% | -$7.1K | 0.02% | 275 |
|
2023
Q3 | $592K | Sell |
402
-14
| -3% | -$20.6K | 0.02% | 269 |
|
2023
Q2 | $575K | Sell |
416
-13
| -3% | -$18K | 0.02% | 261 |
|
2023
Q1 | $548K | Sell |
429
-8
| -2% | -$10.2K | 0.02% | 259 |
|
2022
Q4 | $576K | Sell |
437
-16
| -4% | -$21.1K | 0.02% | 265 |
|
2022
Q3 | $491K | Sell |
453
-30
| -6% | -$32.5K | 0.02% | 264 |
|
2022
Q2 | $625K | Sell |
483
-32
| -6% | -$41.4K | 0.03% | 252 |
|
2022
Q1 | $760K | Sell |
515
-13
| -2% | -$19.2K | 0.03% | 252 |
|
2021
Q4 | $652K | Sell |
528
-17
| -3% | -$21K | 0.02% | 270 |
|
2021
Q3 | $651K | Sell |
545
-9
| -2% | -$10.8K | 0.03% | 265 |
|
2021
Q2 | $657K | Buy |
554
+5
| +0.9% | +$5.93K | 0.03% | 264 |
|
2021
Q1 | $626K | Sell |
549
-28
| -5% | -$31.9K | 0.03% | 261 |
|
2020
Q4 | $596K | Sell |
577
-71
| -11% | -$73.3K | 0.03% | 265 |
|
2020
Q3 | $631K | Sell |
648
-24
| -4% | -$23.4K | 0.04% | 234 |
|
2020
Q2 | $620K | Sell |
672
-60
| -8% | -$55.4K | 0.04% | 222 |
|
2020
Q1 | $679K | Sell |
732
-26
| -3% | -$24.1K | 0.05% | 205 |
|
2019
Q4 | $867K | Buy |
758
+27
| +4% | +$30.9K | 0.05% | 218 |
|
2019
Q3 | $864K | Buy |
731
+11
| +2% | +$13K | 0.06% | 214 |
|
2019
Q2 | $785K | Sell |
720
-37
| -5% | -$40.3K | 0.05% | 222 |
|
2019
Q1 | $754K | Buy |
757
+9
| +1% | +$8.97K | 0.05% | 221 |
|
2018
Q4 | $776K | Sell |
748
-19
| -2% | -$19.7K | 0.07% | 199 |
|
2018
Q3 | $912K | Sell |
767
-67
| -8% | -$79.6K | 0.07% | 201 |
|
2018
Q2 | $904K | Buy |
834
+11
| +1% | +$11.9K | 0.07% | 194 |
|
2018
Q1 | $963K | Sell |
823
-6
| -0.7% | -$7.02K | 0.08% | 184 |
|
2017
Q4 | $944K | Sell |
829
-57
| -6% | -$64.9K | 0.08% | 184 |
|
2017
Q3 | $946K | Sell |
886
-52
| -6% | -$55.5K | 0.08% | 181 |
|
2017
Q2 | $915K | Sell |
938
-29
| -3% | -$28.3K | 0.08% | 181 |
|
2017
Q1 | $944K | Sell |
967
-14
| -1% | -$13.7K | 0.09% | 184 |
|
2016
Q4 | $887K | Buy |
+981
| New | +$887K | 0.11% | 163 |
|
2016
Q2 | $982K | Sell |
1,031
-71
| -6% | -$67.6K | 0.12% | 174 |
|
2016
Q1 | $983K | Buy |
1,102
+47
| +4% | +$41.9K | 0.13% | 168 |
|
2015
Q4 | $932K | Buy |
1,055
+291
| +38% | +$257K | 0.13% | 159 |
|
2015
Q3 | $486K | Buy |
764
+218
| +40% | +$139K | 0.1% | 190 |
|
2015
Q2 | $358K | Sell |
546
-438
| -45% | -$287K | 0.08% | 204 |
|
2015
Q1 | $757K | Buy |
984
+91
| +10% | +$70K | 0.12% | 173 |
|
2014
Q4 | $610K | Buy |
893
+129
| +17% | +$88.1K | 0.2% | 132 |
|
2014
Q3 | $486K | Buy |
764
+228
| +43% | +$145K | 0.1% | 188 |
|
2014
Q2 | $351K | Buy |
536
+215
| +67% | +$141K | 0.14% | 128 |
|
2014
Q1 | $191K | Buy |
321
+160
| +99% | +$95.4K | 0.11% | 128 |
|
2013
Q4 | $93.4K | Buy |
+161
| New | +$93.4K | 0.09% | 143 |
|