AM Investment Strategies’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-140
Closed -$242K 112
2024
Q4
$242K Sell
140
-35
-20% -$60.5K 0.06% 89
2024
Q3
$275K Hold
175
0.07% 81
2024
Q2
$276K Hold
175
0.07% 89
2024
Q1
$266K Buy
+175
New +$266K 0.07% 93