Simon Quick 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 | $683K | Buy |
342
+131
| +62% | +$262K | 0.03% | 341 |
|
|
2025
Q1 | $394K | Buy |
+211
| New | +$394K | 0.02% | 357 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$7K | – | 506 |
|
|
2020
Q3 | $7K | Buy |
+7
| New | +$7K | ﹤0.01% | 350 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$5K | – | 623 |
|
|
2019
Q4 | $5K | Buy |
4
+2
| +100% | +$2.5K | ﹤0.01% | 492 |
|
|
2019
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 347 |
|
|
2019
Q2 | $2.18K | Buy |
+2
| New | +$2.18K | ﹤0.01% | 361 |
|
|
2017
Q1 | – | Sell |
-760
| Closed | -$687K | – | 365 |
|
|
2016
Q4 | $687K | Buy |
+760
| New | +$687K | 0.51% | 39 |
|