Southeast Asset 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 | $4.05M | Buy |
2,030
+627
| +45% | +$1.25M | 0.48% | 34 |
|
2025
Q1 | $2.62M | Buy |
1,403
+587
| +72% | +$1.1M | 0.32% | 46 |
|
2024
Q4 | $1.41M | Hold |
816
| – | – | 0.17% | 71 |
|
2024
Q3 | $1.28M | Sell |
816
-340
| -29% | -$533K | 0.14% | 77 |
|
2024
Q2 | $1.82M | Hold |
1,156
| – | – | 0.22% | 60 |
|
2024
Q1 | $1.76M | Buy |
1,156
+512
| +80% | +$779K | 0.21% | 62 |
|
2023
Q4 | $914K | Hold |
644
| – | – | 0.12% | 88 |
|
2023
Q3 | $948K | Buy |
+644
| New | +$948K | 0.13% | 81 |
|
2015
Q4 | – | Sell |
-325
| Closed | -$261K | – | 99 |
|
2015
Q3 | $261K | Sell |
325
-378
| -54% | -$304K | 0.1% | 72 |
|
2015
Q2 | $563K | Sell |
703
-10
| -1% | -$8.01K | 0.2% | 54 |
|
2015
Q1 | $548K | Sell |
713
-60
| -8% | -$46.1K | 0.19% | 53 |
|
2014
Q4 | $528K | Sell |
773
-693
| -47% | -$473K | 0.19% | 55 |
|
2014
Q3 | $933K | Sell |
1,466
-609
| -29% | -$388K | 0.36% | 41 |
|
2014
Q2 | $1.36M | Hold |
2,075
| – | – | 0.51% | 26 |
|
2014
Q1 | $1.24M | Sell |
2,075
-724
| -26% | -$432K | 0.48% | 28 |
|
2013
Q4 | $1.62M | Sell |
2,799
-147
| -5% | -$85.3K | 0.64% | 28 |
|
2013
Q3 | $1.53M | Buy |
2,946
+40
| +1% | +$20.7K | 0.66% | 28 |
|
2013
Q2 | $1.53M | Buy |
+2,906
| New | +$1.53M | 0.7% | 25 |
|