TCV Trust & Wealth 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
Q3 | – | Sell |
-136
| Closed | -$214K | – | 204 |
|
|
2024
Q2 | $214K | Sell |
136
-2
| -1% | -$3.15K | 0.02% | 191 |
|
|
2024
Q1 | $210K | Buy |
+138
| New | +$210K | 0.02% | 191 |
|
|
2023
Q4 | – | Sell |
-179
| Closed | -$264K | – | 195 |
|
|
2023
Q3 | $264K | Hold |
179
| – | – | 0.03% | 168 |
|
|
2023
Q2 | $248K | Hold |
179
| – | – | 0.03% | 170 |
|
|
2023
Q1 | $229K | Sell |
179
-12
| -6% | -$15.3K | 0.03% | 176 |
|
|
2022
Q4 | $252K | Buy |
+191
| New | +$252K | 0.03% | 171 |
|
|
2022
Q3 | – | Sell |
-369
| Closed | -$477K | – | 192 |
|
|
2022
Q2 | $477K | Hold |
369
| – | – | 0.06% | 135 |
|
|
2022
Q1 | $545K | Sell |
369
-5
| -1% | -$7.39K | 0.06% | 138 |
|
|
2021
Q4 | $462K | Buy |
+374
| New | +$462K | 0.05% | 150 |
|
|
2020
Q4 | – | Sell |
-270
| Closed | -$263K | – | 186 |
|
|
2020
Q3 | $263K | Buy |
+270
| New | +$263K | 0.04% | 159 |
|
|
2020
Q1 | – | Sell |
-195
| Closed | -$223K | – | 180 |
|
|
2019
Q4 | $223K | Hold |
195
| – | – | 0.03% | 188 |
|
|
2019
Q3 | $231K | Hold |
195
| – | – | 0.03% | 178 |
|
|
2019
Q2 | $213K | Buy |
+195
| New | +$213K | 0.03% | 192 |
|
|
2019
Q1 | – | Sell |
-215
| Closed | -$223K | – | 209 |
|
|
2018
Q4 | $223K | Hold |
215
| – | – | 0.03% | 189 |
|
|
2018
Q3 | $256K | Buy |
215
+10
| +5% | +$11.9K | 0.03% | 188 |
|
|
2018
Q2 | $222K | Sell |
205
-30
| -13% | -$32.5K | 0.03% | 193 |
|
|
2018
Q1 | $275K | Buy |
235
+45
| +24% | +$52.7K | 0.04% | 169 |
|
|
2017
Q4 | $216K | Hold |
190
| – | – | 0.03% | 188 |
|
|
2017
Q3 | $203K | Buy |
+190
| New | +$203K | 0.03% | 195 |
|