WCM Investment 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 | $524K | Buy |
264
+29
| +12% | +$57.6K | ﹤0.01% | 206 |
|
2025
Q1 | $436K | Buy |
235
+89
| +61% | +$165K | ﹤0.01% | 258 |
|
2024
Q4 | $252K | Buy |
+146
| New | +$252K | ﹤0.01% | 281 |
|
2022
Q1 | – | Sell |
-440
| Closed | -$543K | – | 209 |
|
2021
Q4 | $543K | Buy |
440
+5
| +1% | +$6.17K | ﹤0.01% | 194 |
|
2021
Q3 | $520K | Buy |
435
+4
| +0.9% | +$4.78K | ﹤0.01% | 196 |
|
2021
Q2 | $511K | Buy |
431
+33
| +8% | +$39.1K | ﹤0.01% | 190 |
|
2021
Q1 | $454K | Buy |
398
+45
| +13% | +$51.3K | ﹤0.01% | 179 |
|
2020
Q4 | $365K | Buy |
353
+10
| +3% | +$10.3K | ﹤0.01% | 181 |
|
2020
Q3 | $334K | Hold |
343
| – | – | ﹤0.01% | 174 |
|
2020
Q2 | $317K | Hold |
343
| – | – | ﹤0.01% | 173 |
|
2020
Q1 | $318K | Buy |
+343
| New | +$318K | ﹤0.01% | 171 |
|