Oppenheimer Asset 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 | $561K | Sell |
281
-2
| -0.7% | -$4K | 0.01% | 852 |
|
|
2025
Q1 | $529K | Sell |
283
-2
| -0.7% | -$3.74K | 0.01% | 844 |
|
|
2024
Q4 | $492K | Buy |
285
+34
| +14% | +$58.7K | 0.01% | 866 |
|
|
2024
Q3 | $394K | Sell |
251
-7
| -3% | -$11K | ﹤0.01% | 929 |
|
|
2024
Q2 | $407K | Buy |
258
+4
| +2% | +$6.3K | 0.01% | 902 |
|
|
2024
Q1 | $386K | Sell |
254
-7
| -3% | -$10.7K | 0.01% | 900 |
|
|
2023
Q4 | $371K | Sell |
261
-37
| -12% | -$52.5K | 0.01% | 935 |
|
|
2023
Q3 | $439K | Sell |
298
-2
| -0.7% | -$2.95K | 0.01% | 882 |
|
|
2023
Q2 | $415K | Buy |
300
+17
| +6% | +$23.5K | 0.01% | 910 |
|
|
2023
Q1 | $362K | Sell |
283
-12
| -4% | -$15.3K | 0.01% | 921 |
|
|
2022
Q4 | $389K | Buy |
+295
| New | +$389K | 0.01% | 914 |
|
|
2020
Q4 | – | Sell |
-253
| Closed | -$247K | – | 1155 |
|
|
2020
Q3 | $247K | Sell |
253
-211
| -45% | -$206K | ﹤0.01% | 981 |
|
|
2020
Q2 | $428K | Buy |
464
+65
| +16% | +$60K | 0.01% | 831 |
|
|
2020
Q1 | $370K | Buy |
399
+17
| +4% | +$15.8K | 0.01% | 816 |
|
|
2019
Q4 | $437K | Hold |
382
| – | – | 0.01% | 857 |
|
|
2019
Q3 | $451K | Sell |
382
-14
| -4% | -$16.5K | 0.01% | 826 |
|
|
2019
Q2 | $432K | Sell |
396
-110
| -22% | -$120K | 0.01% | 855 |
|
|
2019
Q1 | $505K | Sell |
506
-12
| -2% | -$12K | 0.01% | 803 |
|
|
2018
Q4 | $538K | Sell |
518
-35
| -6% | -$36.4K | 0.01% | 739 |
|
|
2018
Q3 | $657K | Sell |
553
-119
| -18% | -$141K | 0.01% | 732 |
|
|
2018
Q2 | $729K | Sell |
672
-536
| -44% | -$581K | 0.02% | 681 |
|
|
2018
Q1 | $1.41M | Sell |
1,208
-189
| -14% | -$221K | 0.04% | 485 |
|
|
2017
Q4 | $1.49M | Hold |
1,397
| – | – | 0.04% | 464 |
|
|
2017
Q3 | $1.49M | Sell |
1,397
-104
| -7% | -$111K | 0.04% | 466 |
|
|
2017
Q2 | $1.47M | Buy |
1,501
+28
| +2% | +$27.3K | 0.04% | 453 |
|
|
2017
Q1 | $1.44M | Buy |
+1,473
| New | +$1.44M | 0.04% | 447 |
|