PhiloSmith Capital’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,005
| Closed | -$4.36M | – | 36 |
|
|
2019
Q2 | $4.36M | Hold |
4,005
| – | – | 2.54% | 17 |
|
|
2019
Q1 | $3.99M | Hold |
4,005
| – | – | 2.61% | 17 |
|
|
2018
Q4 | $4.16M | Sell |
4,005
-200
| -5% | -$208K | 3.05% | 17 |
|
|
2018
Q3 | $5M | Hold |
4,205
| – | – | 3.14% | 17 |
|
|
2018
Q2 | $4.56M | Hold |
4,205
| – | – | 3.12% | 17 |
|
|
2018
Q1 | $4.92M | Hold |
4,205
| – | – | 3.45% | 16 |
|
|
2017
Q4 | $4.79M | Hold |
4,205
| – | – | 3.32% | 15 |
|
|
2017
Q3 | $4.49M | Sell |
4,205
-500
| -11% | -$534K | 3.11% | 17 |
|
|
2017
Q2 | $4.59M | Hold |
4,705
| – | – | 3.4% | 17 |
|
|
2017
Q1 | $4.59M | Hold |
4,705
| – | – | 3.38% | 15 |
|
|
2016
Q4 | $4.26M | Buy |
+4,705
| New | +$4.26M | 3.33% | 15 |
|