Choate 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
Q2 | $413K | Buy |
207
+14
| +7% | +$28K | 0.01% | 292 |
|
|
2025
Q1 | $361K | Hold |
193
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $333K | Buy |
193
+1
| +0.5% | +$1.73K | 0.01% | 312 |
|
|
2024
Q3 | $301K | Buy |
+192
| New | +$301K | 0.01% | 313 |
|
|
2019
Q1 | – | Sell |
-229
| Closed | -$238K | – | 239 |
|
|
2018
Q4 | $238K | Sell |
229
-71
| -24% | -$73.8K | 0.02% | 200 |
|
|
2018
Q3 | $357K | Hold |
300
| – | – | 0.02% | 160 |
|
|
2018
Q2 | $325K | Buy |
+300
| New | +$325K | 0.02% | 180 |
|