Raymond James & Associates’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $47.1M | Buy |
30,015
+1,681
| +6% | +$2.63M | 0.03% | 460 |
|
|
2024
Q2 | $44.6M | Buy |
28,334
+991
| +4% | +$1.54M | 0.03% | 446 |
|
|
2024
Q1 | $41.6M | Buy |
27,343
+2,286
| +9% | +$3.35M | 0.03% | 460 |
|
|
2023
Q4 | $35.6M | Buy |
25,057
+1,499
| +6% | +$2.13M | 0.03% | 514 |
|
|
2023
Q3 | $34.7M | Sell |
23,558
-184
| -0.8% | -$269K | 0.03% | 467 |
|
|
2023
Q2 | $32.8M | Sell |
23,742
-1,190
| -5% | -$1.6M | 0.03% | 500 |
|
|
2023
Q1 | $31.8M | Buy |
24,932
+341
| +1% | +$453K | 0.03% | 499 |
|
|
2022
Q4 | $32.4M | Buy |
24,591
+3,396
| +16% | +$4.2M | 0.03% | 472 |
|
|
2022
Q3 | $23M | Buy |
21,195
+2,022
| +11% | +$2.47M | 0.02% | 566 |
|
|
2022
Q2 | $24.8M | Sell |
19,173
-84
| -0.4% | -$115K | 0.02% | 537 |
|
|
2022
Q1 | $28.4M | Sell |
19,257
-178
| -0.9% | -$230K | 0.02% | 553 |
|
|
2021
Q4 | $24M | Buy |
19,435
+102
| +0.5% | +$129K | 0.02% | 654 |
|
|
2021
Q3 | $23.1M | Sell |
19,333
-1,611
| -8% | -$1.99M | 0.02% | 629 |
|
|
2021
Q2 | $24.9M | Buy |
20,944
+1,631
| +8% | +$1.96M | 0.02% | 605 |
|
|
2021
Q1 | $22M | Buy |
19,313
+6,823
| +55% | +$7.36M | 0.02% | 627 |
|
|
2020
Q4 | $12.9M | Sell |
12,490
-241
| -2% | -$240K | 0.01% | 820 |
|
|
2020
Q3 | $12.4M | Sell |
12,731
-7,339
| -37% | -$7.45M | 0.02% | 751 |
|
|
2020
Q2 | $18.5M | Buy |
20,070
+85
| +0.4% | +$77.3K | 0.02% | 550 |
|
|
2020
Q1 | $18.5M | Buy |
19,985
+781
| +4% | +$893K | 0.03% | 480 |
|
|
2019
Q4 | $22M | Sell |
19,204
-7,581
| -28% | -$8.63M | 0.03% | 539 |
|
|
2019
Q3 | $31.7M | Buy |
26,785
+3,860
| +17% | +$4.39M | 0.04% | 379 |
|
|
2019
Q2 | $25M | Buy |
22,925
+2,461
| +12% | +$2.58M | 0.04% | 465 |
|
|
2019
Q1 | $20.4M | Buy |
20,464
+975
| +5% | +$990K | 0.03% | 516 |
|
|
2018
Q4 | $20.2M | Sell |
19,489
-2,195
| -10% | -$2.4M | 0.04% | 467 |
|
|
2018
Q3 | $25.8M | Buy |
21,684
+2,115
| +11% | +$2.49M | 0.04% | 438 |
|
|
2018
Q2 | $21.2M | Buy |
19,569
+685
| +4% | +$774K | 0.04% | 478 |
|
|
2018
Q1 | $22.1M | Buy |
18,884
+155
| +0.8% | +$174K | 0.04% | 432 |
|
|
2017
Q4 | $21.3M | Sell |
18,729
-206
| -1% | -$225K | 0.04% | 443 |
|
|
2017
Q3 | $20.2M | Buy |
18,935
+939
| +5% | +$971K | 0.04% | 448 |
|
|
2017
Q2 | $17.6M | Buy |
17,996
+996
| +6% | +$967K | 0.04% | 474 |
|
|
2017
Q1 | $16.6M | Buy |
17,000
+2,073
| +14% | +$1.96M | 0.04% | 472 |
|
|
2016
Q4 | $13.5M | Buy |
14,927
+4,568
| +44% | +$4.07M | 0.03% | 503 |
|
|
2016
Q3 | $9.62M | Buy |
10,359
+2,074
| +25% | +$1.94M | 0.03% | 628 |
|
|
2016
Q2 | $7.89M | Buy |
8,285
+1,000
| +14% | +$931K | 0.02% | 652 |
|
|
2016
Q1 | $6.5M | Buy |
+7,285
| New | +$6.26M | 0.02% | 698 |
|
Other funds holding MKL
DSA
DC