Schwartz Investment Counsel’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 | – | Sell |
-2,485
| Closed | -$3.92M | – | 135 |
|
|
2024
Q2 | $3.92M | Hold |
2,485
| – | – | 0.15% | 79 |
|
|
2024
Q1 | $3.78M | Sell |
2,485
-2,400
| -49% | -$3.52M | 0.14% | 85 |
|
|
2023
Q4 | $6.94M | Sell |
4,885
-794
| -14% | -$1.13M | 0.27% | 74 |
|
|
2023
Q3 | $8.36M | Hold |
5,679
| – | – | 0.36% | 70 |
|
|
2023
Q2 | $7.86M | Hold |
5,679
| – | – | 0.33% | 70 |
|
|
2023
Q1 | $7.25M | Buy |
5,679
+294
| +5% | +$391K | 0.32% | 71 |
|
|
2022
Q4 | $7.09M | Hold |
5,385
| – | – | 0.32% | 64 |
|
|
2022
Q3 | $5.84M | Hold |
5,385
| – | – | 0.3% | 69 |
|
|
2022
Q2 | $6.96M | Hold |
5,385
| – | – | 0.34% | 64 |
|
|
2022
Q1 | $7.94M | Hold |
5,385
| – | – | 0.33% | 61 |
|
|
2021
Q4 | $6.64M | Sell |
5,385
-1,000
| -16% | -$1.26M | 0.26% | 68 |
|
|
2021
Q3 | $7.63M | Hold |
6,385
| – | – | 0.31% | 60 |
|
|
2021
Q2 | $7.58M | Hold |
6,385
| – | – | 0.31% | 62 |
|
|
2021
Q1 | $7.28M | Sell |
6,385
-150
| -2% | -$162K | 0.32% | 57 |
|
|
2020
Q4 | $6.75M | Hold |
6,535
| – | – | 0.31% | 60 |
|
|
2020
Q3 | $6.36M | Hold |
6,535
| – | – | 0.32% | 57 |
|
|
2020
Q2 | $6.03M | Buy |
+6,535
| New | +$5.94M | 0.33% | 58 |
|
|
2020
Q1 | – | Sell |
-4,535
| Closed | -$5.18M | – | 124 |
|
|
2019
Q4 | $5.18M | Hold |
4,535
| – | – | 0.25% | 69 |
|
|
2019
Q3 | $5.36M | Hold |
4,535
| – | – | 0.27% | 69 |
|
|
2019
Q2 | $4.94M | Hold |
4,535
| – | – | 0.25% | 68 |
|
|
2019
Q1 | $4.52M | Hold |
4,535
| – | – | 0.24% | 74 |
|
|
2018
Q4 | $4.71M | Buy |
4,535
+35
| +0.8% | +$38.3K | 0.29% | 72 |
|
|
2018
Q3 | $5.35M | Hold |
4,500
| – | – | 0.28% | 76 |
|
|
2018
Q2 | $4.88M | Buy |
4,500
+500
| +13% | +$565K | 0.28% | 77 |
|
|
2018
Q1 | $4.68M | Buy |
+4,000
| New | +$4.5M | 0.28% | 78 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$615K | – | 172 |
|
|
2015
Q1 | $615K | Buy |
+800
| New | +$578K | 0.04% | 140 |
|
|
2014
Q4 | – | Sell |
-500
| Closed | -$318K | – | 176 |
|
|
2014
Q3 | $318K | Hold |
500
| – | – | 0.02% | 159 |
|
|
2014
Q2 | $328K | Sell |
500
-800
| -62% | -$504K | 0.02% | 165 |
|
|
2014
Q1 | $775K | Buy |
1,300
+800
| +160% | +$456K | 0.06% | 141 |
|
|
2013
Q4 | $290K | Hold |
500
| – | – | 0.02% | 191 |
|
|
2013
Q3 | $259K | Hold |
500
| – | – | 0.02% | 200 |
|
|
2013
Q2 | $263K | Buy |
+500
| New | +$262K | 0.03% | 197 |
|
Other funds holding MKL
DSA
DC
Schwartz Investment Counsel's MKL Position: Q3 2024 in Review
Schwartz Investment Counsel sold out of Markel Group (MKL) in Q3 2024, closing a stake of 2,485 shares — an estimated $3.92M sold.
Schwartz Investment Counsel first reported a position in MKL in Q2 2013 and held it in 32 quarters. The position peaked at $8.36M in Q3 2023. 792 funds tracked by Wall St. Rank hold MKL as of Q3 2024.
- Schwartz Investment Counsel reported no remaining Markel Group position as of Q3 2024 after selling out during the quarter.
- Schwartz Investment Counsel sold 2,485 Markel Group shares in Q3 2024, an estimated $3.92M.
- Schwartz Investment Counsel first reported a position in Markel Group in Q2 2013 and held it in 32 quarters.
- Schwartz Investment Counsel's Markel Group position peaked at $8.36M in Q3 2023.
- 792 funds tracked by Wall St. Rank held Markel Group as of Q3 2024.
Based on Schwartz Investment Counsel's 13F filing for Q3 2024, filed 23 Oct 2024.