Sumitomo Mitsui DS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
1,199
-49
| -4% | -$97.9K | 0.02% | 451 |
|
|
2025
Q1 | $2.33M | Sell |
1,248
-9
| -0.7% | -$16.8K | 0.02% | 451 |
|
|
2024
Q4 | $2.17M | Hold |
1,257
| – | – | 0.02% | 468 |
|
|
2024
Q3 | $1.97M | Hold |
1,257
| – | – | 0.02% | 483 |
|
|
2024
Q2 | $1.98M | Buy |
1,257
+217
| +21% | +$342K | 0.02% | 448 |
|
|
2024
Q1 | $1.58M | Hold |
1,040
| – | – | 0.02% | 500 |
|
|
2023
Q4 | $1.48M | Buy |
1,040
+49
| +5% | +$69.6K | 0.02% | 525 |
|
|
2023
Q3 | $1.46M | Sell |
991
-4
| -0.4% | -$5.89K | 0.02% | 475 |
|
|
2023
Q2 | $1.38M | Buy |
995
+115
| +13% | +$159K | 0.02% | 486 |
|
|
2023
Q1 | $1.12M | Hold |
880
| – | – | 0.02% | 520 |
|
|
2022
Q4 | $1.16M | Hold |
880
| – | – | 0.02% | 491 |
|
|
2022
Q3 | $954K | Buy |
880
+9
| +1% | +$9.76K | 0.02% | 504 |
|
|
2022
Q2 | $1.13M | Buy |
871
+133
| +18% | +$172K | 0.03% | 455 |
|
|
2022
Q1 | $1.09M | Sell |
738
-5
| -0.7% | -$7.38K | 0.02% | 498 |
|
|
2021
Q4 | $916K | Sell |
743
-3
| -0.4% | -$3.7K | 0.02% | 551 |
|
|
2021
Q3 | $891K | Sell |
746
-6
| -0.8% | -$7.17K | 0.02% | 533 |
|
|
2021
Q2 | $892K | Sell |
752
-200
| -21% | -$237K | 0.02% | 533 |
|
|
2021
Q1 | $1.08M | Buy |
952
+35
| +4% | +$39.9K | 0.03% | 467 |
|
|
2020
Q4 | $947K | Sell |
917
-3
| -0.3% | -$3.1K | 0.03% | 470 |
|
|
2020
Q3 | $895K | Sell |
920
-26
| -3% | -$25.3K | 0.03% | 443 |
|
|
2020
Q2 | $873K | Buy |
946
+47
| +5% | +$43.4K | 0.03% | 425 |
|
|
2020
Q1 | $834K | Buy |
899
+5
| +0.6% | +$4.64K | 0.03% | 373 |
|
|
2019
Q4 | $1.02M | Hold |
894
| – | – | 0.03% | 414 |
|
|
2019
Q3 | $1.06M | Buy |
894
+125
| +16% | +$148K | 0.04% | 383 |
|
|
2019
Q2 | $837K | Sell |
769
-365
| -32% | -$397K | 0.03% | 415 |
|
|
2019
Q1 | $1.13M | Buy |
1,134
+21
| +2% | +$20.9K | 0.02% | 477 |
|
|
2018
Q4 | $1.16M | Sell |
1,113
-46
| -4% | -$47.7K | 0.02% | 424 |
|
|
2018
Q3 | $1.38M | Sell |
1,159
-15
| -1% | -$17.8K | 0.02% | 443 |
|
|
2018
Q2 | $1.27M | Buy |
1,174
+1
| +0.1% | +$1.08K | 0.02% | 458 |
|
|
2018
Q1 | $1.37M | Buy |
1,173
+269
| +30% | +$315K | 0.02% | 439 |
|
|
2017
Q4 | $1.03M | Sell |
904
-113
| -11% | -$129K | 0.02% | 511 |
|
|
2017
Q3 | $1.09M | Buy |
1,017
+3
| +0.3% | +$3.2K | 0.02% | 461 |
|
|
2017
Q2 | $989K | Sell |
1,014
-94
| -8% | -$91.7K | 0.02% | 486 |
|
|
2017
Q1 | $1.08M | Buy |
1,108
+170
| +18% | +$166K | 0.02% | 465 |
|
|
2016
Q4 | $848K | Sell |
938
-7
| -0.7% | -$6.33K | 0.02% | 492 |
|
|
2016
Q3 | $877K | Hold |
945
| – | – | 0.02% | 483 |
|
|
2016
Q2 | $900K | Buy |
945
+20
| +2% | +$19K | 0.03% | 426 |
|
|
2016
Q1 | $824K | Buy |
925
+10
| +1% | +$8.91K | 0.03% | 464 |
|
|
2015
Q4 | $808K | Buy |
+915
| New | +$808K | 0.03% | 461 |
|