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 |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $814K | Buy |
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|
2021
Q3 | $627K | Buy |
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|
2021
Q2 | $458K | Hold |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $370K | Sell |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $391K | Hold |
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|
2019
Q4 | $481K | Buy |
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|
2019
Q3 | $455K | Buy |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $232K | Sell |
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|
2018
Q2 | $234K | Hold |
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|
2018
Q1 | $253K | Hold |
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|
2017
Q4 | $246K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $476K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.76M | Sell |
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|
2015
Q1 | $2.66M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.25M | Buy |
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|
2014
Q1 | $978K | Buy |
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|
2013
Q4 | $702K | Hold |
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|
2013
Q3 | $627K | Buy |
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|
2013
Q2 | $564K | Buy |
|