RFM

Royal Fund Management’s Markel Group MKL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Hold	510	–	–	0.1%	173
2025 Q1	$954K	Sell	510 -510	-50%	-$954K	0.11%	179
2024 Q4	$1.76M	Buy	1,020 +510	+100%	+$880K	0.16%	128
2024 Q3	$800K	Hold	510	–	–	0.05%	202
2024 Q2	$804K	Sell	510 -6	-1%	-$9.45K	0.07%	184
2024 Q1	$785K	Buy	516 +6	+1%	+$9.13K	0.08%	189
2023 Q4	$724K	Hold	510	–	–	0.08%	187
2023 Q3	$751K	Hold	510	–	–	0.1%	167
2023 Q2	$705K	Hold	510	–	–	0.09%	171
2023 Q1	$651K	Hold	510	–	–	0.09%	169
2022 Q4	$672K	Hold	510	–	–	0.11%	149
2022 Q3	$552K	Hold	510	–	–	0.1%	139
2022 Q2	$659K	Hold	510	–	–	0.11%	130
2022 Q1	$752K	Hold	510	–	–	0.11%	125
2021 Q4	$629K	Hold	510	–	–	0.09%	133
2021 Q3	$609K	Hold	510	–	–	0.09%	133
2021 Q2	$605K	Sell	510 -68	-12%	-$80.7K	0.1%	131
2021 Q1	$658K	Sell	578 -60	-9%	-$68.3K	0.12%	128
2020 Q4	$659K	Hold	638	–	–	0.14%	112
2020 Q3	$621K	Hold	638	–	–	0.16%	105
2020 Q2	$588K	Hold	638	–	–	0.21%	91
2020 Q1	$591K	Sell	638 -125	-16%	-$116K	0.24%	77
2019 Q4	$872K	Hold	763	–	–	0.22%	74
2019 Q3	$901K	Hold	763	–	–	0.25%	65
2019 Q2	$831K	Sell	763 -104	-12%	-$113K	0.25%	63
2019 Q1	$863K	Sell	867 -30	-3%	-$29.9K	0.28%	61
2018 Q4	$931K	Hold	897	–	–	0.38%	56
2018 Q3	$1.07M	Buy	897 +4	+0.4%	+$4.75K	0.33%	58
2018 Q2	$968K	Hold	893	–	–	0.32%	60
2018 Q1	$1.05M	Sell	893 -125	-12%	-$146K	0.38%	57
2017 Q4	$1.16M	Buy	1,018 +510	+100%	+$581K	0.42%	50
2017 Q3	$542K	Sell	508 -30	-6%	-$32K	0.22%	58
2017 Q2	$525K	Hold	538	–	–	0.22%	56
2017 Q1	$525K	Sell	538 -100	-16%	-$97.6K	0.25%	46
2016 Q4	$577K	Buy	+638	New	+$577K	0.32%	37