Chicago Partners Investment Group’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 | $217K | Buy |
+107
| New | +$217K | 0.01% | 1009 |
|
|
2021
Q2 | – | Sell |
-331
| Closed | -$391K | – | 550 |
|
|
2021
Q1 | $391K | Sell |
331
-162
| -33% | -$191K | 0.03% | 345 |
|
|
2020
Q4 | $490K | Buy |
493
+152
| +45% | +$151K | 0.05% | 284 |
|
|
2020
Q3 | $333K | Buy |
341
+99
| +41% | +$96.7K | 0.04% | 301 |
|
|
2020
Q2 | $246K | Buy |
+242
| New | +$246K | 0.03% | 326 |
|
|
2019
Q1 | – | Sell |
-256
| Closed | -$267K | – | 343 |
|
|
2018
Q4 | $267K | Hold |
256
| – | – | 0.04% | 270 |
|
|
2018
Q3 | $261K | Hold |
256
| – | – | 0.04% | 253 |
|
|
2018
Q2 | $278K | Buy |
256
+6
| +2% | +$6.52K | 0.04% | 234 |
|
|
2018
Q1 | $293K | Hold |
250
| – | – | 0.05% | 218 |
|
|
2017
Q4 | $285K | Sell |
250
-5
| -2% | -$5.7K | 0.05% | 225 |
|
|
2017
Q3 | $272K | Sell |
255
-5
| -2% | -$5.33K | 0.05% | 223 |
|
|
2017
Q2 | $254K | Buy |
+260
| New | +$254K | 0.07% | 170 |
|