SVB Wealth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-159
| Closed | -$242K | – | 794 |
|
|
2024
Q1 | $242K | Sell |
159
-10
| -6% | -$15.2K | 0.01% | 698 |
|
|
2023
Q4 | $240K | Buy |
169
+31
| +22% | +$44K | 0.01% | 705 |
|
|
2023
Q3 | $203K | Buy |
+138
| New | +$203K | ﹤0.01% | 741 |
|
|
2022
Q4 | – | Sell |
-1,345
| Closed | -$1.46M | – | 1071 |
|
|
2022
Q3 | $1.46M | Buy |
+1,345
| New | +$1.46M | 0.02% | 302 |
|
|
2015
Q3 | – | Sell |
-16,508
| Closed | -$13.2M | – | 558 |
|
|
2015
Q2 | $13.2M | Hold |
16,508
| – | – | 0.44% | 69 |
|
|
2015
Q1 | $12.7M | Hold |
16,508
| – | – | 0.41% | 73 |
|
|
2014
Q4 | $11.3M | Buy |
+16,508
| New | +$11.3M | 0.36% | 82 |
|