Steward Partners Investment Advisory’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 | $5.35M | Buy |
2,679
+442
| +20% | +$883K | 0.04% | 412 |
|
|
2025
Q1 | $4.18M | Buy |
2,237
+1,038
| +87% | +$1.94M | 0.04% | 449 |
|
|
2024
Q4 | $2.07M | Buy |
1,199
+39
| +3% | +$67.3K | 0.02% | 625 |
|
|
2024
Q3 | $1.82M | Buy |
1,160
+204
| +21% | +$320K | 0.02% | 661 |
|
|
2024
Q2 | $1.51M | Buy |
956
+303
| +46% | +$477K | 0.02% | 672 |
|
|
2024
Q1 | $994K | Buy |
653
+202
| +45% | +$307K | 0.01% | 795 |
|
|
2023
Q4 | $640K | Buy |
451
+151
| +50% | +$214K | 0.01% | 887 |
|
|
2023
Q3 | $442K | Buy |
300
+143
| +91% | +$211K | 0.01% | 967 |
|
|
2023
Q2 | $217K | Sell |
157
-2
| -1% | -$2.77K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $203K | Buy |
159
+39
| +33% | +$49.8K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $158K | Sell |
120
-15
| -11% | -$19.8K | ﹤0.01% | 1346 |
|
|
2022
Q3 | $146K | Sell |
135
-8
| -6% | -$8.65K | ﹤0.01% | 1335 |
|
|
2022
Q2 | $185K | Sell |
143
-33
| -19% | -$42.7K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $260K | Buy |
176
+77
| +78% | +$114K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $122K | Buy |
99
+11
| +13% | +$13.6K | ﹤0.01% | 1509 |
|
|
2021
Q3 | $105K | Sell |
88
-29
| -25% | -$34.6K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $139K | Buy |
117
+105
| +875% | +$125K | ﹤0.01% | 1841 |
|
|
2021
Q1 | $13.7K | Sell |
12
-8
| -40% | -$9.12K | ﹤0.01% | 2647 |
|
|
2020
Q4 | $21K | Buy |
20
+4
| +25% | +$4.2K | ﹤0.01% | 2040 |
|
|
2020
Q3 | $16K | Buy |
16
+5
| +45% | +$5K | ﹤0.01% | 1963 |
|
|
2020
Q2 | $10K | Buy |
11
+3
| +38% | +$2.73K | ﹤0.01% | 2041 |
|
|
2020
Q1 | $7K | Sell |
8
-19
| -70% | -$16.6K | ﹤0.01% | 1977 |
|
|
2019
Q4 | $30K | Hold |
27
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q3 | $31K | Sell |
27
-10
| -27% | -$11.5K | ﹤0.01% | 1561 |
|
|
2019
Q2 | $40K | Buy |
+37
| New | +$40K | ﹤0.01% | 1422 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | -$23K | – | 1591 |
|
|
2018
Q3 | $23K | Buy |
19
+6
| +46% | +$7.26K | ﹤0.01% | 1496 |
|
|
2018
Q2 | $14K | Hold |
13
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q1 | $15K | Hold |
13
| – | – | ﹤0.01% | 1439 |
|
|
2017
Q4 | $14K | Hold |
13
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q3 | $13K | Buy |
13
+3
| +30% | +$3K | ﹤0.01% | 1048 |
|
|
2017
Q2 | $9K | Buy |
10
+2
| +25% | +$1.8K | ﹤0.01% | 1075 |
|
|
2017
Q1 | $7K | Hold |
8
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q4 | $7K | Buy |
+8
| New | +$7K | ﹤0.01% | 615 |
|