Vanguard Personalized Indexing 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 | $2.04M | Buy |
1,021
+227
| +29% | +$453K | 0.02% | 560 |
|
|
2025
Q1 | $1.48M | Buy |
794
+81
| +11% | +$151K | 0.02% | 600 |
|
|
2024
Q4 | $1.23M | Buy |
713
+49
| +7% | +$84.6K | 0.02% | 681 |
|
|
2024
Q3 | $1.04M | Buy |
664
+16
| +2% | +$25.1K | 0.02% | 747 |
|
|
2024
Q2 | $1.02M | Buy |
648
+123
| +23% | +$194K | 0.02% | 672 |
|
|
2024
Q1 | $799K | Buy |
525
+44
| +9% | +$66.9K | 0.02% | 772 |
|
|
2023
Q4 | $683K | Sell |
481
-21
| -4% | -$29.8K | 0.02% | 840 |
|
|
2023
Q3 | $739K | Buy |
502
+138
| +38% | +$203K | 0.02% | 714 |
|
|
2023
Q2 | $503K | Buy |
364
+70
| +24% | +$96.8K | 0.02% | 894 |
|
|
2023
Q1 | $376K | Buy |
294
+36
| +14% | +$46K | 0.01% | 1009 |
|
|
2022
Q4 | $340K | Sell |
258
-236
| -48% | -$311K | 0.01% | 933 |
|
|
2022
Q3 | $536K | Sell |
494
-108
| -18% | -$117K | 0.02% | 765 |
|
|
2022
Q2 | $779K | Buy |
602
+113
| +23% | +$146K | 0.04% | 585 |
|
|
2022
Q1 | $721K | Buy |
489
+38
| +8% | +$56K | 0.03% | 639 |
|
|
2021
Q4 | $557K | Buy |
+451
| New | +$557K | 0.03% | 659 |
|
|
2021
Q3 | – | Sell |
-219
| Closed | -$260K | – | 1025 |
|
|
2021
Q2 | $260K | Buy |
+219
| New | +$260K | 0.03% | 791 |
|