Smith Group Asset Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,900
| Closed | -$9.8M | – | 195 |
|
2023
Q4 | $9.8M | Buy |
+6,900
| New | +$9.8M | 0.57% | 61 |
|
2016
Q2 | – | Sell |
-46,480
| Closed | -$41.4M | – | 504 |
|
2016
Q1 | $41.4M | Buy |
46,480
+890
| +2% | +$793K | 1.24% | 30 |
|
2015
Q4 | $40.3M | Buy |
45,590
+12,830
| +39% | +$11.3M | 1.19% | 31 |
|
2015
Q3 | $26.3M | Sell |
32,760
-2,100
| -6% | -$1.68M | 1% | 35 |
|
2015
Q2 | $27.9M | Buy |
+34,860
| New | +$27.9M | 0.94% | 40 |
|