O'Shaughnessy 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 | $5.7M | Buy |
2,856
+479
| +20% | +$957K | 0.04% | 435 |
|
|
2025
Q1 | $4.44M | Buy |
2,377
+44
| +2% | +$82.3K | 0.04% | 459 |
|
|
2024
Q4 | $4.03M | Sell |
2,333
-3
| -0.1% | -$5.18K | 0.03% | 464 |
|
|
2024
Q3 | $3.66M | Sell |
2,336
-99
| -4% | -$155K | 0.03% | 479 |
|
|
2024
Q2 | $3.84M | Buy |
2,435
+429
| +21% | +$676K | 0.04% | 420 |
|
|
2024
Q1 | $3.05M | Buy |
2,006
+71
| +4% | +$108K | 0.03% | 463 |
|
|
2023
Q4 | $2.75M | Buy |
1,935
+843
| +77% | +$1.2M | 0.04% | 450 |
|
|
2023
Q3 | $1.61M | Buy |
1,092
+591
| +118% | +$870K | 0.02% | 554 |
|
|
2023
Q2 | $693K | Buy |
501
+311
| +164% | +$430K | 0.01% | 770 |
|
|
2023
Q1 | $243K | Sell |
190
-4
| -2% | -$5.11K | ﹤0.01% | 1133 |
|
|
2022
Q4 | $256K | Sell |
194
-2
| -1% | -$2.64K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $213K | Sell |
196
-12
| -6% | -$13K | ﹤0.01% | 1057 |
|
|
2022
Q2 | $269K | Buy |
208
+29
| +16% | +$37.5K | 0.01% | 923 |
|
|
2022
Q1 | $264K | Buy |
+179
| New | +$264K | ﹤0.01% | 948 |
|
|
2021
Q4 | – | Sell |
-179
| Closed | -$214K | – | 1981 |
|
|
2021
Q3 | $214K | Sell |
179
-15
| -8% | -$17.9K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $230K | Sell |
194
-9
| -4% | -$10.7K | ﹤0.01% | 961 |
|
|
2021
Q1 | $231K | Sell |
203
-12
| -6% | -$13.7K | 0.01% | 872 |
|
|
2020
Q4 | $222K | Buy |
215
+9
| +4% | +$9.29K | 0.01% | 792 |
|
|
2020
Q3 | $201K | Buy |
206
+102
| +98% | +$99.5K | 0.01% | 696 |
|
|
2020
Q2 | $96K | Buy |
104
+103
| +10,300% | +$95.1K | ﹤0.01% | 860 |
|
|
2020
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1753 |
|
|
2017
Q1 | – | Sell |
-5
| Closed | -$5K | – | 931 |
|
|
2016
Q4 | $5K | Sell |
5
-576
| -99% | -$576K | ﹤0.01% | 824 |
|
|
2016
Q3 | $540K | Sell |
581
-177
| -23% | -$165K | 0.01% | 334 |
|
|
2016
Q2 | $722K | Sell |
758
-8
| -1% | -$7.62K | 0.02% | 300 |
|
|
2016
Q1 | $681K | Sell |
766
-7
| -0.9% | -$6.22K | 0.02% | 310 |
|
|
2015
Q4 | $683K | Buy |
773
+129
| +20% | +$114K | 0.02% | 331 |
|
|
2015
Q3 | $516K | Buy |
644
+633
| +5,755% | +$507K | 0.01% | 376 |
|
|
2015
Q2 | $9K | Buy |
+11
| New | +$9K | ﹤0.01% | 758 |
|