Wills Financial Group’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 | $284K | Hold |
142
| – | – | 0.12% | 58 |
|
|
2025
Q1 | $265K | Hold |
142
| – | – | 0.12% | 55 |
|
|
2024
Q4 | $245K | Hold |
142
| – | – | 0.11% | 60 |
|
|
2024
Q3 | $223K | Hold |
142
| – | – | 0.09% | 63 |
|
|
2024
Q2 | $224K | Sell |
142
-15
| -10% | -$23.6K | 0.1% | 62 |
|
|
2024
Q1 | $239K | Hold |
157
| – | – | 0.11% | 58 |
|
|
2023
Q4 | $223K | Hold |
157
| – | – | 0.11% | 56 |
|
|
2023
Q3 | $231K | Hold |
157
| – | – | 0.13% | 61 |
|
|
2023
Q2 | $217K | Hold |
157
| – | – | 0.11% | 63 |
|
|
2023
Q1 | $201K | Hold |
157
| – | – | 0.11% | 65 |
|
|
2022
Q4 | $207K | Buy |
+157
| New | +$207K | 0.12% | 56 |
|
|
2022
Q2 | – | Sell |
-147
| Closed | -$217K | – | 66 |
|
|
2022
Q1 | $217K | Buy |
+147
| New | +$217K | 0.09% | 68 |
|
|
2021
Q3 | – | Sell |
-2,956
| Closed | -$3.51M | – | 72 |
|
|
2021
Q2 | $3.51M | Sell |
2,956
-223
| -7% | -$265K | 1.52% | 27 |
|
|
2021
Q1 | $3.62M | Sell |
3,179
-336
| -10% | -$383K | 1.76% | 24 |
|
|
2020
Q4 | $3.63M | Sell |
3,515
-136
| -4% | -$141K | 1.81% | 23 |
|
|
2020
Q3 | $3.56M | Sell |
3,651
-53
| -1% | -$51.6K | 2.07% | 20 |
|
|
2020
Q2 | $3.42M | Sell |
3,704
-61
| -2% | -$56.3K | 2.13% | 18 |
|
|
2020
Q1 | $3.49M | Buy |
3,765
+14
| +0.4% | +$13K | 2.49% | 16 |
|
|
2019
Q4 | $4.29M | Buy |
3,751
+273
| +8% | +$312K | 2.46% | 16 |
|
|
2019
Q3 | $4.11M | Hold |
3,478
| – | – | 2.64% | 15 |
|
|
2019
Q2 | $3.79M | Buy |
3,478
+100
| +3% | +$109K | 2.47% | 15 |
|
|
2019
Q1 | $3.37M | Buy |
3,378
+2,271
| +205% | +$2.26M | 2.28% | 16 |
|
|
2018
Q4 | $1.15M | Buy |
1,107
+610
| +123% | +$633K | 0.88% | 34 |
|
|
2018
Q3 | $590K | Buy |
497
+274
| +123% | +$325K | 0.39% | 49 |
|
|
2018
Q2 | $241K | Buy |
223
+8
| +4% | +$8.65K | 0.17% | 66 |
|
|
2018
Q1 | $251K | Hold |
215
| – | – | 0.19% | 64 |
|
|
2017
Q4 | $244K | Hold |
215
| – | – | 0.17% | 65 |
|
|
2017
Q3 | $230K | Hold |
215
| – | – | 0.17% | 66 |
|
|
2017
Q2 | $210K | Hold |
215
| – | – | 0.16% | 70 |
|
|
2017
Q1 | $210K | Buy |
+215
| New | +$210K | 0.16% | 66 |
|