Burns Matteson Capital Management’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 | $463K | Sell |
232
-9
| -4% | -$18K | 0.22% | 88 |
|
|
2025
Q1 | $451K | Buy |
+241
| New | +$451K | 0.24% | 79 |
|
|
2024
Q4 | – | Sell |
-188
| Closed | -$295K | – | 181 |
|
|
2024
Q3 | $295K | Buy |
+188
| New | +$295K | 0.17% | 117 |
|
|
2024
Q1 | – | Sell |
-400
| Closed | -$568K | – | 168 |
|
|
2023
Q4 | $568K | Buy |
+400
| New | +$568K | 0.4% | 90 |
|
|
2022
Q2 | – | Sell |
-419
| Closed | -$618K | – | 139 |
|
|
2022
Q1 | $618K | Sell |
419
-74
| -15% | -$109K | 0.43% | 43 |
|
|
2021
Q4 | $608K | Buy |
493
+117
| +31% | +$144K | 0.41% | 78 |
|
|
2021
Q3 | $449K | Buy |
+376
| New | +$449K | 0.34% | 66 |
|