Montag & Associates’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
3,402
-82
| -2% | -$164K | 0.33% | 71 |
|
|
2025
Q1 | $6.51M | Sell |
3,484
-15
| -0.4% | -$28K | 0.33% | 72 |
|
|
2024
Q4 | $6.04M | Sell |
3,499
-30
| -0.9% | -$51.8K | 0.29% | 75 |
|
|
2024
Q3 | $5.54M | Sell |
3,529
-33
| -0.9% | -$51.8K | 0.26% | 87 |
|
|
2024
Q2 | $5.61M | Hold |
3,562
| – | – | 0.28% | 79 |
|
|
2024
Q1 | $5.42M | Sell |
3,562
-30
| -0.8% | -$45.6K | 0.27% | 89 |
|
|
2023
Q4 | $5.1M | Sell |
3,592
-49
| -1% | -$69.6K | 0.28% | 82 |
|
|
2023
Q3 | $5.36M | Hold |
3,641
| – | – | 0.34% | 72 |
|
|
2023
Q2 | $5.04M | Buy |
3,641
+20
| +0.6% | +$27.7K | 0.31% | 78 |
|
|
2023
Q1 | $4.63M | Sell |
3,621
-7
| -0.2% | -$8.94K | 0.3% | 82 |
|
|
2022
Q4 | $4.78M | Buy |
3,628
+6
| +0.2% | +$7.91K | 0.32% | 80 |
|
|
2022
Q3 | $3.93M | Sell |
3,622
-95
| -3% | -$103K | 0.27% | 89 |
|
|
2022
Q2 | $4.81M | Sell |
3,717
-473
| -11% | -$612K | 0.31% | 89 |
|
|
2022
Q1 | $6.18M | Sell |
4,190
-41
| -1% | -$60.5K | 0.33% | 85 |
|
|
2021
Q4 | $5.22M | Sell |
4,231
-51
| -1% | -$62.9K | 0.26% | 101 |
|
|
2021
Q3 | $5.12M | Sell |
4,282
-110
| -3% | -$131K | 0.27% | 99 |
|
|
2021
Q2 | $5.21M | Buy |
4,392
+13
| +0.3% | +$15.4K | 0.28% | 97 |
|
|
2021
Q1 | $4.99M | Sell |
4,379
-396
| -8% | -$451K | 0.28% | 100 |
|
|
2020
Q4 | $4.93M | Buy |
4,775
+121
| +3% | +$125K | 0.3% | 86 |
|
|
2020
Q3 | $4.53M | Sell |
4,654
-880
| -16% | -$857K | 0.37% | 75 |
|
|
2020
Q2 | $5.11M | Buy |
5,534
+37
| +0.7% | +$34.2K | 0.45% | 66 |
|
|
2020
Q1 | $5.1M | Sell |
5,497
-110
| -2% | -$102K | 0.51% | 55 |
|
|
2019
Q4 | $6.41M | Sell |
5,607
-58
| -1% | -$66.3K | 0.51% | 56 |
|
|
2019
Q3 | $6.7M | Sell |
5,665
-929
| -14% | -$1.1M | 0.58% | 48 |
|
|
2019
Q2 | $7.19M | Sell |
6,594
-207
| -3% | -$226K | 0.64% | 42 |
|
|
2019
Q1 | $6.78M | Buy |
6,801
+210
| +3% | +$209K | 0.63% | 40 |
|
|
2018
Q4 | $6.84M | Buy |
6,591
+26
| +0.4% | +$27K | 0.74% | 36 |
|
|
2018
Q3 | $7.8M | Buy |
6,565
+525
| +9% | +$624K | 0.68% | 35 |
|
|
2018
Q2 | $6.55M | Buy |
6,040
+100
| +2% | +$108K | 0.67% | 37 |
|
|
2018
Q1 | $6.95M | Sell |
5,940
-160
| -3% | -$187K | 0.72% | 35 |
|
|
2017
Q4 | $6.95M | Buy |
6,100
+13
| +0.2% | +$14.8K | 0.67% | 39 |
|
|
2017
Q3 | $6.5M | Buy |
6,087
+90
| +2% | +$96.1K | 0.7% | 37 |
|
|
2017
Q2 | $5.85M | Sell |
5,997
-443
| -7% | -$432K | 0.66% | 45 |
|
|
2017
Q1 | $6.29M | Hold |
6,440
| – | – | 0.7% | 43 |
|
|
2016
Q4 | $5.83M | Sell |
6,440
-65
| -1% | -$58.8K | 0.69% | 45 |
|
|
2016
Q3 | $6.04M | Sell |
6,505
-13
| -0.2% | -$12.1K | 0.77% | 38 |
|
|
2016
Q2 | $6.21M | Buy |
6,518
+20
| +0.3% | +$19.1K | 0.82% | 37 |
|
|
2016
Q1 | $5.79M | Buy |
6,498
+142
| +2% | +$127K | 0.81% | 30 |
|
|
2015
Q4 | $5.62M | Sell |
6,356
-9
| -0.1% | -$7.95K | 0.82% | 38 |
|
|
2015
Q3 | $5.1M | Buy |
6,365
+230
| +4% | +$184K | 0.8% | 43 |
|
|
2015
Q2 | $4.91M | Sell |
6,135
-152
| -2% | -$122K | 0.72% | 44 |
|
|
2015
Q1 | $4.83M | Sell |
6,287
-474
| -7% | -$364K | 0.7% | 44 |
|
|
2014
Q4 | $4.62M | Buy |
6,761
+100
| +2% | +$68.3K | 0.69% | 46 |
|
|
2014
Q3 | $4.24M | Sell |
6,661
-465
| -7% | -$296K | 0.7% | 47 |
|
|
2014
Q2 | $4.67M | Buy |
7,126
+504
| +8% | +$330K | 0.76% | 39 |
|
|
2014
Q1 | $3.95M | Buy |
6,622
+2,760
| +71% | +$1.65M | 0.67% | 50 |
|
|
2013
Q4 | $2.24M | Buy |
3,862
+12
| +0.3% | +$6.96K | 0.39% | 88 |
|
|
2013
Q3 | $1.99M | Sell |
3,850
-3,945
| -51% | -$2.04M | 0.37% | 84 |
|
|
2013
Q2 | $4.11M | Buy |
+7,795
| New | +$4.11M | 0.84% | 39 |
|