Veritable’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-208
| Closed | -$288K | – | 502 |
|
|
2023
Q2 | $288K | Hold |
208
| – | – | ﹤0.01% | 715 |
|
|
2023
Q1 | $266K | Sell |
208
-1
| -0.5% | -$1.33K | ﹤0.01% | 720 |
|
|
2022
Q4 | $275K | Buy |
209
+5
| +2% | +$6.18K | ﹤0.01% | 684 |
|
|
2022
Q3 | $221K | Sell |
204
-12
| -6% | -$14.6K | ﹤0.01% | 723 |
|
|
2022
Q2 | $279K | Buy |
216
+7
| +3% | +$9.61K | 0.01% | 709 |
|
|
2022
Q1 | $308K | Buy |
209
+6
| +3% | +$7.75K | ﹤0.01% | 710 |
|
|
2021
Q4 | $251K | Sell |
203
-1
| -0.5% | -$1.26K | ﹤0.01% | 788 |
|
|
2021
Q3 | $244K | Sell |
204
-4
| -2% | -$4.93K | ﹤0.01% | 768 |
|
|
2021
Q2 | $247K | Buy |
208
+3
| +1% | +$3.6K | ﹤0.01% | 751 |
|
|
2021
Q1 | $234K | Hold |
205
| – | – | ﹤0.01% | 738 |
|
|
2020
Q4 | $212K | Buy |
+205
| New | +$204K | ﹤0.01% | 748 |
|
|
2020
Q1 | – | Sell |
-198
| Closed | -$226K | – | 792 |
|
|
2019
Q4 | $226K | Buy |
198
+4
| +2% | +$4.56K | ﹤0.01% | 753 |
|
|
2019
Q3 | $229K | Buy |
194
+4
| +2% | +$4.54K | ﹤0.01% | 731 |
|
|
2019
Q2 | $207K | Buy |
+190
| New | +$199K | ﹤0.01% | 755 |
|
|
2018
Q4 | – | Sell |
-190
| Closed | -$226K | – | 813 |
|
|
2018
Q3 | $226K | Sell |
190
-382
| -67% | -$450K | ﹤0.01% | 739 |
|
|
2018
Q2 | $620K | Sell |
572
-95
| -14% | -$107K | 0.01% | 456 |
|
|
2018
Q1 | $781K | Sell |
667
-47
| -7% | -$52.9K | 0.02% | 391 |
|
|
2017
Q4 | $813K | Buy |
714
+272
| +62% | +$297K | 0.02% | 384 |
|
|
2017
Q3 | $472K | Buy |
442
+218
| +97% | +$225K | 0.01% | 508 |
|
|
2017
Q2 | $219K | Sell |
224
-12
| -5% | -$11.6K | 0.01% | 703 |
|
|
2017
Q1 | $230K | Hold |
236
| – | – | 0.01% | 682 |
|
|
2016
Q4 | $213K | Buy |
236
+15
| +7% | +$13.4K | 0.01% | 685 |
|
|
2016
Q3 | $205K | Buy |
221
+6
| +3% | +$5.6K | 0.01% | 689 |
|
|
2016
Q2 | $205K | Buy |
+215
| New | +$200K | 0.01% | 672 |
|
|
2015
Q4 | – | Sell |
-301
| Closed | -$241K | – | 758 |
|
|
2015
Q3 | $241K | Sell |
301
-81
| -21% | -$68.5K | 0.01% | 623 |
|
|
2015
Q2 | $306K | Sell |
382
-319
| -46% | -$248K | 0.01% | 599 |
|
|
2015
Q1 | $539K | Sell |
701
-48
| -6% | -$34.7K | 0.01% | 586 |
|
|
2014
Q4 | $511K | Sell |
749
-367
| -33% | -$249K | 0.01% | 598 |
|
|
2014
Q3 | $710K | Sell |
1,116
-364
| -25% | -$235K | 0.02% | 500 |
|
|
2014
Q2 | $970K | Hold |
1,480
| – | – | 0.02% | 420 |
|
|
2014
Q1 | $882K | Buy |
1,480
+14
| +1% | +$7.97K | 0.02% | 423 |
|
|
2013
Q4 | $851K | Buy |
1,466
+35
| +2% | +$19K | 0.02% | 423 |
|
|
2013
Q3 | $741K | Buy |
1,431
+55
| +4% | +$28.9K | 0.02% | 464 |
|
|
2013
Q2 | $725K | Buy |
+1,376
| New | +$720K | 0.02% | 473 |
|
Other funds holding MKL
DC
DSA
Veritable's MKL Position: Q3 2023 in Review
Veritable sold out of Markel Group (MKL) in Q3 2023, closing a stake of 208 shares — an estimated $288K sold.
Veritable first reported a position in MKL in Q2 2013 and held it in 34 quarters. The position peaked at $970K in Q2 2014. 737 funds tracked by Wall St. Rank hold MKL as of Q3 2023.
- Veritable reported no remaining Markel Group position as of Q3 2023 after selling out during the quarter.
- Veritable sold 208 Markel Group shares in Q3 2023, an estimated $288K.
- Veritable first reported a position in Markel Group in Q2 2013 and held it in 34 quarters.
- Veritable's Markel Group position peaked at $970K in Q2 2014.
- 737 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.