Schwartz Investment Counsel’s Markel Group MKL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	-$3.65M	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%	+$376K	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	$6.65M	Sell	5,385 -1,000	-16%	-$1.23M	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%	-$171K	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	+$6.03M	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%	+$36.3K	0.29%	72
2018 Q3	$5.35M	Hold	4,500	–	–	0.28%	76
2018 Q2	$4.88M	Buy	4,500 +500	+13%	+$542K	0.28%	77
2018 Q1	$4.68M	Buy	+4,000	New	+$4.68M	0.28%	78
2015 Q2	–	Sell	-800	Closed	-$615K	–	172
2015 Q1	$615K	Buy	+800	New	+$615K	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%	-$525K	0.02%	165
2014 Q1	$775K	Buy	1,300 +800	+160%	+$477K	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	+$263K	0.03%	197