World Asset Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $344K | Sell |
288
-9
| -3% | -$11.1K | 0.03% | 538 |
|
|
2021
Q2 | $352K | Sell |
297
-17
| -5% | -$20.4K | 0.03% | 581 |
|
|
2021
Q1 | $369K | Sell |
314
-7
| -2% | -$7.55K | 0.03% | 580 |
|
|
2020
Q4 | $332K | Sell |
321
-4
| -1% | -$3.99K | 0.03% | 581 |
|
|
2020
Q3 | $316K | Sell |
325
-8
| -2% | -$8.13K | 0.03% | 527 |
|
|
2020
Q2 | $307K | Sell |
333
-2
| -0.6% | -$1.82K | 0.03% | 521 |
|
|
2020
Q1 | $311K | Sell |
335
-15
| -4% | -$17.2K | 0.03% | 570 |
|
|
2019
Q4 | $400K | Sell |
350
-60
| -15% | -$68.3K | 0.02% | 682 |
|
|
2019
Q3 | $485K | Buy |
410
+15
| +4% | +$17K | 0.02% | 624 |
|
|
2019
Q2 | $430K | Sell |
395
-5
| -1% | -$5.24K | 0.02% | 703 |
|
|
2019
Q1 | $398K | Buy |
400
+33
| +9% | +$33.5K | 0.02% | 723 |
|
|
2018
Q4 | $381K | Sell |
367
-26
| -7% | -$28.4K | 0.02% | 665 |
|
|
2018
Q3 | $467K | Buy |
393
+5
| +1% | +$5.88K | 0.02% | 736 |
|
|
2018
Q2 | $421K | Sell |
388
-8
| -2% | -$9.04K | 0.02% | 778 |
|
|
2018
Q1 | $463K | Sell |
396
-127
| -24% | -$143K | 0.02% | 801 |
|
|
2017
Q4 | $596K | Sell |
523
-6
| -1% | -$6.56K | 0.02% | 798 |
|
|
2017
Q3 | $565K | Buy |
529
+7
| +1% | +$7.24K | 0.02% | 817 |
|
|
2017
Q2 | $509K | Buy |
522
+20
| +4% | +$19.4K | 0.02% | 844 |
|
|
2017
Q1 | $490K | Buy |
502
+14
| +3% | +$13.2K | 0.02% | 849 |
|
|
2016
Q4 | $441K | Sell |
488
-64
| -12% | -$57.1K | 0.02% | 857 |
|
|
2016
Q3 | $513K | Buy |
552
+215
| +64% | +$201K | 0.02% | 813 |
|
|
2016
Q2 | $321K | Buy |
337
+38
| +13% | +$35.4K | 0.01% | 908 |
|
|
2016
Q1 | $267K | Buy |
299
+40
| +15% | +$34.4K | 0.01% | 957 |
|
|
2015
Q4 | $229K | Buy |
+259
| New | +$225K | 0.01% | 1005 |
|
|
2015
Q3 | – | Sell |
-267
| Closed | -$214K | – | 1194 |
|
|
2015
Q2 | $214K | Sell |
267
-139
| -34% | -$108K | 0.01% | 1006 |
|
|
2015
Q1 | $312K | Sell |
406
-14
| -3% | -$10.1K | 0.01% | 1061 |
|
|
2014
Q4 | $287K | Sell |
420
-169
| -29% | -$115K | 0.01% | 1094 |
|
|
2014
Q3 | $375K | Sell |
589
-44
| -7% | -$28.4K | 0.01% | 1013 |
|
|
2014
Q2 | $415K | Sell |
633
-55
| -8% | -$34.7K | 0.01% | 1008 |
|
|
2014
Q1 | $410K | Sell |
688
-7
| -1% | -$3.99K | 0.01% | 1021 |
|
|
2013
Q4 | $403K | Sell |
695
-362
| -34% | -$196K | 0.01% | 1052 |
|
|
2013
Q3 | $547K | Sell |
1,057
-152
| -13% | -$79.9K | 0.01% | 977 |
|
|
2013
Q2 | $637K | Buy |
+1,209
| New | +$633K | 0.01% | 942 |
|
Other funds holding MKL
ACM
DC
DDC
DSA