PYA Waltman Capital’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 | $22.1M | Buy |
11,071
+297
| +3% | +$593K | 6.37% | 3 |
|
|
2025
Q1 | $20.1M | Sell |
10,774
-65
| -0.6% | -$122K | 6.33% | 4 |
|
|
2024
Q4 | $18.7M | Sell |
10,839
-40
| -0.4% | -$69.1K | 6.03% | 4 |
|
|
2024
Q3 | $17.1M | Buy |
10,879
+420
| +4% | +$659K | 5.58% | 5 |
|
|
2024
Q2 | $16.5M | Sell |
10,459
-64
| -0.6% | -$101K | 6.05% | 4 |
|
|
2024
Q1 | $16M | Buy |
10,523
+185
| +2% | +$281K | 5.94% | 5 |
|
|
2023
Q4 | $14.7M | Sell |
10,338
-87
| -0.8% | -$124K | 6.11% | 4 |
|
|
2023
Q3 | $15.4M | Buy |
10,425
+81
| +0.8% | +$119K | 6.5% | 2 |
|
|
2023
Q2 | $15.6M | Sell |
10,344
-135
| -1% | -$203K | 6.71% | 2 |
|
|
2023
Q1 | $13.4M | Sell |
10,479
-351
| -3% | -$448K | 6.65% | 4 |
|
|
2022
Q4 | $14.3M | Sell |
10,830
-194
| -2% | -$256K | 7.49% | 3 |
|
|
2022
Q3 | $12M | Buy |
11,024
+891
| +9% | +$966K | 7.02% | 3 |
|
|
2022
Q2 | $13.1M | Buy |
10,133
+76
| +0.8% | +$98.3K | 7.31% | 3 |
|
|
2022
Q1 | $14.8M | Buy |
10,057
+672
| +7% | +$991K | 7.31% | 2 |
|
|
2021
Q4 | $11.6M | Buy |
9,385
+57
| +0.6% | +$70.3K | 5.97% | 4 |
|
|
2021
Q3 | $11.1M | Buy |
9,328
+84
| +0.9% | +$100K | 6.05% | 4 |
|
|
2021
Q2 | $11M | Buy |
9,244
+285
| +3% | +$338K | 5.71% | 5 |
|
|
2021
Q1 | $10.2M | Buy |
8,959
+727
| +9% | +$829K | 5.79% | 4 |
|
|
2020
Q4 | $8.51M | Buy |
8,232
+476
| +6% | +$492K | 5.07% | 7 |
|
|
2020
Q3 | $7.55M | Buy |
7,756
+252
| +3% | +$245K | 5.32% | 6 |
|
|
2020
Q2 | $6.93M | Buy |
7,504
+555
| +8% | +$512K | 5.7% | 7 |
|
|
2020
Q1 | $6.45M | Buy |
6,949
+5,588
| +411% | +$5.19M | 6.83% | 5 |
|
|
2019
Q4 | $1.56M | Buy |
+1,361
| New | +$1.56M | 1.4% | 17 |
|