Poehling Capital 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 | $26.5M | Buy |
13,244
+333
| +3% | +$665K | 6.18% | 3 |
|
2025
Q1 | $24.1M | Buy |
12,911
+59
| +0.5% | +$110K | 6.11% | 3 |
|
2024
Q4 | $22.2M | Buy |
12,852
+237
| +2% | +$409K | 5.46% | 3 |
|
2024
Q3 | $19.8M | Buy |
12,615
+351
| +3% | +$551K | 5.06% | 3 |
|
2024
Q2 | $19.3M | Buy |
12,264
+411
| +3% | +$648K | 5.29% | 3 |
|
2024
Q1 | $18M | Buy |
11,853
+311
| +3% | +$473K | 4.83% | 3 |
|
2023
Q4 | $16.4M | Buy |
11,542
+910
| +9% | +$1.29M | 5.19% | 2 |
|
2023
Q3 | $15.7M | Buy |
10,632
+148
| +1% | +$218K | 5.48% | 2 |
|
2023
Q2 | $14.5M | Buy |
10,484
+2,089
| +25% | +$2.89M | 4.9% | 2 |
|
2023
Q1 | $10.7M | Buy |
8,395
+174
| +2% | +$222K | 3.61% | 2 |
|
2022
Q4 | $10.8M | Buy |
8,221
+298
| +4% | +$393K | 4.06% | 2 |
|
2022
Q3 | $8.59M | Buy |
7,923
+812
| +11% | +$880K | 3.6% | 3 |
|
2022
Q2 | $9.2M | Sell |
7,111
-26
| -0.4% | -$33.6K | 3.46% | 5 |
|
2022
Q1 | $10.5M | Buy |
7,137
+205
| +3% | +$302K | 3.25% | 3 |
|
2021
Q4 | $8.55M | Sell |
6,932
-50
| -0.7% | -$61.7K | 2.76% | 6 |
|
2021
Q3 | $8.34M | Sell |
6,982
-6
| -0.1% | -$7.17K | 2.82% | 5 |
|
2021
Q2 | $8.29M | Buy |
6,988
+19
| +0.3% | +$22.5K | 2.64% | 4 |
|
2021
Q1 | $7.94M | Buy |
6,969
+10
| +0.1% | +$11.4K | 2.78% | 3 |
|
2020
Q4 | $7.19M | Buy |
6,959
+116
| +2% | +$120K | 2.85% | 3 |
|
2020
Q3 | $6.66M | Buy |
6,843
+24
| +0.4% | +$23.4K | 3.42% | 3 |
|
2020
Q2 | $6.3M | Buy |
6,819
+23
| +0.3% | +$21.2K | 3.38% | 4 |
|
2020
Q1 | $6.31M | Buy |
6,796
+3,563
| +110% | +$3.31M | 4.62% | 3 |
|
2019
Q4 | $3.7M | Buy |
3,233
+17
| +0.5% | +$19.4K | 2.42% | 8 |
|
2019
Q3 | $3.8M | Sell |
3,216
-214
| -6% | -$253K | 2.79% | 8 |
|
2019
Q2 | $3.74M | Buy |
3,430
+1,100
| +47% | +$1.2M | 2.5% | 9 |
|
2019
Q1 | $2.32M | Sell |
2,330
-7
| -0.3% | -$6.97K | 1.69% | 15 |
|
2018
Q4 | $2.43M | Buy |
2,337
+1,938
| +486% | +$2.01M | 2.34% | 9 |
|
2018
Q3 | $474K | Buy |
399
+85
| +27% | +$101K | 0.34% | 74 |
|
2018
Q2 | $340K | Sell |
314
-85
| -21% | -$92K | 0.3% | 75 |
|
2018
Q1 | $467K | Hold |
399
| – | – | 0.38% | 66 |
|
2017
Q4 | $455K | Buy |
+399
| New | +$455K | 0.39% | 72 |
|