Needham Investment Management’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 | $9.89M | Hold |
4,950
| – | – | 0.79% | 43 |
|
|
2025
Q1 | $9.25M | Hold |
4,950
| – | – | 0.87% | 43 |
|
|
2024
Q4 | $8.54M | Hold |
4,950
| – | – | 0.66% | 52 |
|
|
2024
Q3 | $7.76M | Buy |
4,950
+2,300
| +87% | +$3.61M | 0.6% | 53 |
|
|
2024
Q2 | $4.18M | Buy |
2,650
+450
| +20% | +$709K | 0.34% | 81 |
|
|
2024
Q1 | $3.35M | Buy |
2,200
+50
| +2% | +$76.1K | 0.31% | 81 |
|
|
2023
Q4 | $3.05M | Buy |
2,150
+450
| +26% | +$639K | 0.39% | 73 |
|
|
2023
Q3 | $2.5M | Buy |
1,700
+100
| +6% | +$147K | 0.43% | 59 |
|
|
2023
Q2 | $2.21M | Hold |
1,600
| – | – | 0.36% | 59 |
|
|
2023
Q1 | $2.04M | Buy |
1,600
+100
| +7% | +$128K | 0.35% | 69 |
|
|
2022
Q4 | $1.98M | Hold |
1,500
| – | – | 0.36% | 67 |
|
|
2022
Q3 | $1.63M | Buy |
1,500
+750
| +100% | +$813K | 0.32% | 69 |
|
|
2022
Q2 | $970K | Buy |
+750
| New | +$970K | 0.18% | 92 |
|
|
2018
Q4 | – | Sell |
-325
| Closed | -$386K | – | 85 |
|
|
2018
Q3 | $386K | Hold |
325
| – | – | 0.12% | 74 |
|
|
2018
Q2 | $353K | Hold |
325
| – | – | 0.1% | 81 |
|
|
2018
Q1 | $381K | Buy |
325
+25
| +8% | +$29.3K | 0.11% | 79 |
|
|
2017
Q4 | $342K | Buy |
+300
| New | +$342K | 0.09% | 80 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$292K | – | 92 |
|
|
2017
Q2 | $292K | Hold |
300
| – | – | 0.08% | 92 |
|
|
2017
Q1 | $292K | Buy |
+300
| New | +$292K | 0.08% | 96 |
|