Capstone Investment Advisors’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 |
-2,693
| Closed | -$4.65M | – | 742 |
|
|
2024
Q4 | $4.65M | Buy |
+2,693
| New | +$4.65M | 0.01% | 180 |
|
|
2023
Q4 | – | Sell |
-1,045
| Closed | -$1.54M | – | 1271 |
|
|
2023
Q3 | $1.54M | Buy |
+1,045
| New | +$1.54M | 0.01% | 311 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$487K | – | 552 |
|
|
2017
Q2 | $487K | Buy |
+500
| New | +$487K | 0.01% | 350 |
|
|
2016
Q3 | – | Sell |
-796
| Closed | -$758K | – | 727 |
|
|
2016
Q2 | $758K | Buy |
796
+163
| +26% | +$155K | 0.01% | 321 |
|
|
2016
Q1 | $564K | Buy |
633
+33
| +6% | +$29.4K | 0.02% | 342 |
|
|
2015
Q4 | $530K | Buy |
+600
| New | +$530K | 0.01% | 244 |
|