WMS Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-697
| Closed | -$1.2M | – | 171 |
|
|
2024
Q4 | $1.2M | Buy |
697
+39
| +6% | +$64.7K | 0.07% | 110 |
|
|
2024
Q3 | $1.03M | Buy |
+658
| New | +$1.03M | 0.06% | 118 |
|
|
2022
Q2 | – | Sell |
-142
| Closed | -$209K | – | 276 |
|
|
2022
Q1 | $209K | Sell |
142
-518
| -78% | -$669K | 0.03% | 242 |
|
|
2021
Q4 | $814K | Buy |
660
+135
| +26% | +$170K | 0.17% | 88 |
|
|
2021
Q3 | $627K | Buy |
525
+139
| +36% | +$171K | 0.09% | 123 |
|
|
2021
Q2 | $458K | Hold |
386
| – | – | 0.07% | 149 |
|
|
2021
Q1 | $440K | Buy |
386
+28
| +8% | +$30.2K | 0.1% | 133 |
|
|
2020
Q4 | $370K | Sell |
358
-12
| -3% | -$12K | 0.06% | 161 |
|
|
2020
Q3 | $360K | Sell |
370
-7
| -2% | -$7.11K | 0.07% | 153 |
|
|
2020
Q2 | $348K | Sell |
377
-44
| -10% | -$40K | 0.07% | 147 |
|
|
2020
Q1 | $391K | Hold |
421
| – | – | 0.11% | 109 |
|
|
2019
Q4 | $481K | Buy |
421
+36
| +9% | +$41K | 0.11% | 123 |
|
|
2019
Q3 | $455K | Buy |
385
+87
| +29% | +$98.8K | 0.11% | 128 |
|
|
2019
Q2 | $325K | Buy |
298
+40
| +16% | +$41.9K | 0.08% | 153 |
|
|
2019
Q1 | $257K | Buy |
258
+63
| +32% | +$64K | 0.06% | 163 |
|
|
2018
Q4 | $202K | Hold |
195
| – | – | 0.06% | 175 |
|
|
2018
Q3 | $232K | Sell |
195
-21
| -10% | -$24.7K | 0.03% | 193 |
|
|
2018
Q2 | $234K | Hold |
216
| – | – | 0.03% | 189 |
|
|
2018
Q1 | $253K | Hold |
216
| – | – | 0.03% | 184 |
|
|
2017
Q4 | $246K | Buy |
+216
| New | +$236K | 0.03% | 205 |
|
|
2016
Q3 | – | Sell |
-500
| Closed | -$476K | – | 204 |
|
|
2016
Q2 | $476K | Buy |
+500
| New | +$466K | 0.07% | 114 |
|
|
2015
Q3 | – | Sell |
-3,449
| Closed | -$2.76M | – | 239 |
|
|
2015
Q2 | $2.76M | Sell |
3,449
-15
| -0.4% | -$11.7K | 0.32% | 66 |
|
|
2015
Q1 | $2.66M | Buy |
+3,464
| New | +$2.5M | 0.33% | 63 |
|
|
2014
Q4 | – | Sell |
-1,866
| Closed | -$1.19M | – | 234 |
|
|
2014
Q3 | $1.19M | Sell |
1,866
-40
| -2% | -$25.8K | 0.19% | 77 |
|
|
2014
Q2 | $1.25M | Buy |
1,906
+264
| +16% | +$166K | 0.19% | 74 |
|
|
2014
Q1 | $978K | Buy |
1,642
+432
| +36% | +$246K | 0.16% | 88 |
|
|
2013
Q4 | $702K | Hold |
1,210
| – | – | 0.12% | 98 |
|
|
2013
Q3 | $627K | Buy |
1,210
+140
| +13% | +$73.6K | 0.12% | 93 |
|
|
2013
Q2 | $564K | Buy |
+1,070
| New | +$560K | 0.1% | 107 |
|
Other funds holding MKL
DSA
DC
WMS Partners's MKL Position: Q1 2025 in Review
WMS Partners sold out of Markel Group (MKL) in Q1 2025, closing a stake of 697 shares — an estimated $1.2M sold.
WMS Partners first reported a position in MKL in Q2 2013 and held it in 29 quarters. The position peaked at $2.76M in Q2 2015. 850 funds tracked by Wall St. Rank hold MKL as of Q1 2025.
- WMS Partners reported no remaining Markel Group position as of Q1 2025 after selling out during the quarter.
- WMS Partners sold 697 Markel Group shares in Q1 2025, an estimated $1.2M.
- WMS Partners first reported a position in Markel Group in Q2 2013 and held it in 29 quarters.
- WMS Partners's Markel Group position peaked at $2.76M in Q2 2015.
- 850 funds tracked by Wall St. Rank held Markel Group as of Q1 2025.
Based on WMS Partners's 13F filing for Q1 2025.