Coldstream 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 | $298K | Sell |
149
-5
| -3% | -$9.99K | ﹤0.01% | 889 |
|
2025
Q1 | $288K | Sell |
154
-4
| -3% | -$7.49K | 0.01% | 832 |
|
2024
Q4 | $273K | Sell |
158
-115
| -42% | -$199K | 0.01% | 866 |
|
2024
Q3 | $430K | Buy |
273
+10
| +4% | +$15.7K | 0.01% | 669 |
|
2024
Q2 | $414K | Buy |
263
+3
| +1% | +$4.73K | 0.01% | 623 |
|
2024
Q1 | $396K | Sell |
260
-13
| -5% | -$19.8K | 0.01% | 652 |
|
2023
Q4 | $388K | Buy |
+273
| New | +$388K | 0.01% | 606 |
|