Private Trust Company’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 | $63.9K | Hold |
32
| – | – | 0.01% | 1115 |
|
|
2025
Q1 | $59.8K | Hold |
32
| – | – | 0.01% | 1121 |
|
|
2024
Q4 | $55.2K | Buy |
32
+6
| +23% | +$10.4K | 0.01% | 1132 |
|
|
2024
Q3 | $40.8K | Sell |
26
-2
| -7% | -$3.14K | ﹤0.01% | 1217 |
|
|
2024
Q2 | $44.1K | Buy |
28
+7
| +33% | +$11K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $32K | Hold |
21
| – | – | ﹤0.01% | 1282 |
|
|
2023
Q4 | $29.8K | Sell |
21
-7
| -25% | -$9.94K | ﹤0.01% | 1260 |
|
|
2023
Q3 | $41.2K | Sell |
28
-50
| -64% | -$73.6K | 0.01% | 1093 |
|
|
2023
Q2 | $108K | Buy |
78
+50
| +179% | +$69.2K | 0.01% | 780 |
|
|
2023
Q1 | $35.8K | Hold |
28
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q4 | $37K | Sell |
28
-29
| -51% | -$38.3K | 0.01% | 1066 |
|
|
2022
Q3 | $62K | Hold |
57
| – | – | 0.01% | 823 |
|
|
2022
Q2 | $74K | Buy |
+57
| New | +$74K | 0.01% | 795 |
|
|
2014
Q4 | – | Sell |
-50
| Closed | -$32K | – | 826 |
|
|
2014
Q3 | $32K | Hold |
50
| – | – | 0.01% | 683 |
|
|
2014
Q2 | $33K | Hold |
50
| – | – | 0.01% | 688 |
|
|
2014
Q1 | $30K | Hold |
50
| – | – | 0.01% | 633 |
|
|
2013
Q4 | $29K | Hold |
50
| – | – | 0.01% | 592 |
|
|
2013
Q3 | $26K | Hold |
50
| – | – | 0.01% | 587 |
|
|
2013
Q2 | $26K | Buy |
+50
| New | +$26K | 0.01% | 567 |
|