Richard Bernstein Advisors’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 | $7.02M | Hold |
3,515
| – | – | 0.17% | 43 |
|
|
2025
Q1 | $6.57M | Sell |
3,515
-173
| -5% | -$323K | 0.16% | 44 |
|
|
2024
Q4 | $6.37M | Hold |
3,688
| – | – | 0.14% | 49 |
|
|
2024
Q3 | $5.78M | Buy |
3,688
+1,850
| +101% | +$2.9M | 0.12% | 58 |
|
|
2024
Q2 | $2.9M | Hold |
1,838
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $2.8M | Hold |
1,838
| – | – | 0.06% | 176 |
|
|
2023
Q4 | $2.61M | Buy |
1,838
+2
| +0.1% | +$2.84K | 0.06% | 165 |
|
|
2023
Q3 | $2.7M | Buy |
+1,836
| New | +$2.7M | 0.06% | 154 |
|
|
2021
Q4 | – | Sell |
-483
| Closed | -$577K | – | 297 |
|
|
2021
Q3 | $577K | Hold |
483
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $573K | Hold |
483
| – | – | 0.01% | 282 |
|
|
2021
Q1 | $550K | Hold |
483
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $499K | Hold |
483
| – | – | 0.01% | 269 |
|
|
2020
Q3 | $470K | Hold |
483
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $445K | Buy |
+483
| New | +$445K | 0.01% | 230 |
|
|
2018
Q2 | – | Sell |
-357
| Closed | -$418K | – | 355 |
|
|
2018
Q1 | $418K | Hold |
357
| – | – | 0.01% | 274 |
|
|
2017
Q4 | $407K | Buy |
+357
| New | +$407K | 0.02% | 245 |
|