Shelter Insurance Retirement Plan’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 | $1.2M | Hold |
600
| – | – | 1.4% | 6 |
|
|
2025
Q1 | $1.12M | Hold |
600
| – | – | 1.45% | 6 |
|
|
2024
Q4 | $1.04M | Hold |
600
| – | – | 1.33% | 7 |
|
|
2024
Q3 | $982K | Hold |
600
| – | – | 1.22% | 7 |
|
|
2024
Q2 | $945K | Hold |
600
| – | – | 1.26% | 7 |
|
|
2024
Q1 | $913K | Hold |
600
| – | – | 1.25% | 7 |
|
|
2023
Q4 | $852K | Hold |
600
| – | – | 0.83% | 7 |
|
|
2023
Q3 | $883K | Hold |
600
| – | – | 0.86% | 7 |
|
|
2023
Q2 | $830K | Hold |
600
| – | – | 0.78% | 7 |
|
|
2023
Q1 | $766K | Hold |
600
| – | – | 0.69% | 7 |
|
|
2022
Q4 | $790K | Hold |
600
| – | – | 0.7% | 7 |
|
|
2022
Q3 | $651K | Hold |
600
| – | – | 0.47% | 8 |
|
|
2022
Q2 | $776K | Hold |
600
| – | – | 0.52% | 8 |
|
|
2022
Q1 | $886K | Hold |
600
| – | – | 0.5% | 8 |
|
|
2021
Q4 | $740K | Hold |
600
| – | – | 0.39% | 8 |
|
|
2021
Q3 | $717K | Hold |
600
| – | – | 0.4% | 8 |
|
|
2021
Q2 | $712K | Hold |
600
| – | – | 0.41% | 8 |
|
|
2021
Q1 | $684K | Hold |
600
| – | – | 0.35% | 8 |
|
|
2020
Q4 | $620K | Hold |
600
| – | – | 0.31% | 8 |
|
|
2020
Q3 | $584K | Hold |
600
| – | – | 0.31% | 8 |
|
|
2020
Q2 | $554K | Hold |
600
| – | – | 0.31% | 8 |
|
|
2020
Q1 | $556K | Buy |
+600
| New | +$556K | 0.34% | 4 |
|