Concurrent 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 | $920K | Buy |
461
+67
| +17% | +$134K | 0.02% | 619 |
|
|
2025
Q1 | $736K | Sell |
394
-75
| -16% | -$140K | 0.02% | 626 |
|
|
2024
Q4 | $810K | Buy |
469
+7
| +2% | +$12.1K | 0.02% | 537 |
|
|
2024
Q3 | $725K | Buy |
462
+17
| +4% | +$26.7K | 0.02% | 531 |
|
|
2024
Q2 | $701K | Sell |
445
-390
| -47% | -$615K | 0.02% | 507 |
|
|
2024
Q1 | $1.27M | Buy |
835
+395
| +90% | +$601K | 0.05% | 330 |
|
|
2023
Q4 | $625K | Buy |
+440
| New | +$625K | 0.03% | 438 |
|