Trust Company of Vermont’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 | $1.46M | Buy |
731
+116
| +19% | +$232K | 0.07% | 163 |
|
|
2025
Q1 | $1.15M | Sell |
615
-15
| -2% | -$28K | 0.06% | 177 |
|
|
2024
Q4 | $1.09M | Sell |
630
-15
| -2% | -$25.9K | 0.05% | 178 |
|
|
2024
Q3 | $1.01M | Sell |
645
-56
| -8% | -$87.8K | 0.05% | 177 |
|
|
2024
Q2 | $1.1M | Buy |
701
+84
| +14% | +$132K | 0.06% | 164 |
|
|
2024
Q1 | $939K | Hold |
617
| – | – | 0.05% | 182 |
|
|
2023
Q4 | $876K | Buy |
617
+16
| +3% | +$22.7K | 0.06% | 173 |
|
|
2023
Q3 | $885K | Buy |
601
+31
| +5% | +$45.6K | 0.06% | 181 |
|
|
2023
Q2 | $788K | Hold |
570
| – | – | 0.05% | 190 |
|
|
2023
Q1 | $728K | Hold |
570
| – | – | 0.05% | 195 |
|
|
2022
Q4 | $751K | Hold |
570
| – | – | 0.06% | 193 |
|
|
2022
Q3 | $618K | Hold |
570
| – | – | 0.05% | 199 |
|
|
2022
Q2 | $737K | Sell |
570
-6
| -1% | -$7.76K | 0.06% | 187 |
|
|
2022
Q1 | $850K | Hold |
576
| – | – | 0.06% | 182 |
|
|
2021
Q4 | $711K | Sell |
576
-20
| -3% | -$24.7K | 0.04% | 199 |
|
|
2021
Q3 | $712K | Hold |
596
| – | – | 0.05% | 191 |
|
|
2021
Q2 | $707K | Sell |
596
-15
| -2% | -$17.8K | 0.05% | 190 |
|
|
2021
Q1 | $696K | Sell |
611
-5
| -0.8% | -$5.7K | 0.05% | 193 |
|
|
2020
Q4 | $637K | Buy |
616
+40
| +7% | +$41.4K | 0.05% | 184 |
|
|
2020
Q3 | $561K | Sell |
576
-87
| -13% | -$84.7K | 0.05% | 187 |
|
|
2020
Q2 | $612K | Sell |
663
-2
| -0.3% | -$1.85K | 0.06% | 177 |
|
|
2020
Q1 | $617K | Buy |
665
+142
| +27% | +$132K | 0.06% | 188 |
|
|
2019
Q4 | $598K | Hold |
523
| – | – | 0.05% | 205 |
|
|
2019
Q3 | $618K | Hold |
523
| – | – | 0.05% | 207 |
|
|
2019
Q2 | $570K | Hold |
523
| – | – | 0.05% | 211 |
|
|
2019
Q1 | $521K | Buy |
523
+27
| +5% | +$26.9K | 0.04% | 212 |
|
|
2018
Q4 | $515K | Hold |
496
| – | – | 0.05% | 210 |
|
|
2018
Q3 | $589K | Hold |
496
| – | – | 0.05% | 211 |
|
|
2018
Q2 | $538K | Buy |
496
+10
| +2% | +$10.8K | 0.05% | 224 |
|
|
2018
Q1 | $569K | Hold |
486
| – | – | 0.05% | 212 |
|
|
2017
Q4 | $554K | Sell |
486
-60
| -11% | -$68.4K | 0.05% | 211 |
|
|
2017
Q3 | $583K | Hold |
546
| – | – | 0.06% | 208 |
|
|
2017
Q2 | $533K | Hold |
546
| – | – | 0.05% | 217 |
|
|
2017
Q1 | $533K | Sell |
546
-2
| -0.4% | -$1.95K | 0.06% | 208 |
|
|
2016
Q4 | $496K | Buy |
548
+177
| +48% | +$160K | 0.06% | 209 |
|
|
2016
Q3 | $345K | Buy |
371
+230
| +163% | +$214K | 0.04% | 209 |
|
|
2016
Q2 | $134K | Hold |
141
| – | – | 0.02% | 291 |
|
|
2016
Q1 | $126K | Hold |
141
| – | – | 0.02% | 295 |
|
|
2015
Q4 | $125K | Hold |
141
| – | – | 0.02% | 294 |
|
|
2015
Q3 | $113K | Sell |
141
-86
| -38% | -$68.9K | 0.02% | 291 |
|
|
2015
Q2 | $182K | Hold |
227
| – | – | 0.03% | 242 |
|
|
2015
Q1 | $175K | Hold |
227
| – | – | 0.03% | 244 |
|
|
2014
Q4 | $155K | Buy |
227
+26
| +13% | +$17.8K | 0.02% | 256 |
|
|
2014
Q3 | $128K | Hold |
201
| – | – | 0.02% | 279 |
|
|
2014
Q2 | $132K | Buy |
201
+4
| +2% | +$2.63K | 0.02% | 259 |
|
|
2014
Q1 | $117K | Buy |
197
+75
| +61% | +$44.5K | 0.02% | 270 |
|
|
2013
Q4 | $71K | Buy |
+122
| New | +$71K | 0.01% | 318 |
|