Whittier Trust’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 | $83.9K | Hold |
42
| – | – | ﹤0.01% | 838 |
|
|
2025
Q1 | $78.5K | Buy |
42
+31
| +282% | +$58K | ﹤0.01% | 827 |
|
|
2024
Q4 | $19K | Hold |
11
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q3 | $17.3K | Hold |
11
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q2 | $17.3K | Hold |
11
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q1 | $16.7K | Hold |
11
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q4 | $15.6K | Sell |
11
-751
| -99% | -$1.07M | ﹤0.01% | 1150 |
|
|
2023
Q3 | $1.12M | Sell |
762
-14
| -2% | -$20.6K | 0.02% | 327 |
|
|
2023
Q2 | $1.07M | Hold |
776
| – | – | 0.02% | 342 |
|
|
2023
Q1 | $991K | Hold |
776
| – | – | 0.02% | 357 |
|
|
2022
Q4 | $1.02M | Hold |
776
| – | – | 0.02% | 349 |
|
|
2022
Q3 | $841K | Buy |
776
+15
| +2% | +$16.3K | 0.02% | 376 |
|
|
2022
Q2 | $984K | Hold |
761
| – | – | 0.02% | 356 |
|
|
2022
Q1 | $1.12M | Hold |
761
| – | – | 0.02% | 352 |
|
|
2021
Q4 | $939K | Hold |
761
| – | – | 0.02% | 394 |
|
|
2021
Q3 | $909K | Hold |
761
| – | – | 0.02% | 378 |
|
|
2021
Q2 | $903K | Sell |
761
-5
| -0.7% | -$5.93K | 0.02% | 381 |
|
|
2021
Q1 | $873K | Buy |
766
+16
| +2% | +$18.2K | 0.02% | 386 |
|
|
2020
Q4 | $775K | Hold |
750
| – | – | 0.02% | 370 |
|
|
2020
Q3 | $730K | Hold |
750
| – | – | 0.02% | 369 |
|
|
2020
Q2 | $692K | Sell |
750
-1
| -0.1% | -$923 | 0.02% | 357 |
|
|
2020
Q1 | $697K | Hold |
751
| – | – | 0.02% | 338 |
|
|
2019
Q4 | $859K | Buy |
751
+1
| +0.1% | +$1.14K | 0.02% | 326 |
|
|
2019
Q3 | $886K | Hold |
750
| – | – | 0.03% | 327 |
|
|
2019
Q2 | $817K | Hold |
750
| – | – | 0.02% | 325 |
|
|
2019
Q1 | $747K | Buy |
750
+137
| +22% | +$136K | 0.02% | 328 |
|
|
2018
Q4 | $636K | Buy |
+613
| New | +$636K | 0.02% | 334 |
|