Curi RMB Capital’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 | $4.53M | Buy |
2,269
+55
| +2% | +$110K | 0.09% | 221 |
|
|
2025
Q1 | $4.14M | Sell |
2,214
-103
| -4% | -$193K | 0.1% | 205 |
|
|
2024
Q4 | $4M | Sell |
2,317
-157
| -6% | -$271K | 0.09% | 205 |
|
|
2024
Q3 | $3.88M | Buy |
2,474
+5
| +0.2% | +$7.84K | 0.09% | 206 |
|
|
2024
Q2 | $3.89M | Sell |
2,469
-11
| -0.4% | -$17.3K | 0.09% | 208 |
|
|
2024
Q1 | $3.77M | Buy |
2,480
+11
| +0.4% | +$16.7K | 0.09% | 207 |
|
|
2023
Q4 | $3.51M | Sell |
2,469
-221
| -8% | -$314K | 0.11% | 185 |
|
|
2023
Q3 | $3.96M | Sell |
2,690
-275
| -9% | -$405K | 0.14% | 161 |
|
|
2023
Q2 | $4.1M | Hold |
2,965
| – | – | 0.13% | 155 |
|
|
2023
Q1 | $3.79M | Hold |
2,965
| – | – | 0.13% | 154 |
|
|
2022
Q4 | $3.91M | Sell |
2,965
-1,701
| -36% | -$2.24M | 0.14% | 158 |
|
|
2022
Q3 | $5.06M | Hold |
4,666
| – | – | 0.19% | 129 |
|
|
2022
Q2 | $6.03M | Sell |
4,666
-324
| -6% | -$419K | 0.21% | 122 |
|
|
2022
Q1 | $7.36M | Sell |
4,990
-141
| -3% | -$208K | 0.23% | 112 |
|
|
2021
Q4 | $6.33M | Sell |
5,131
-589
| -10% | -$727K | 0.19% | 123 |
|
|
2021
Q3 | $6.84M | Sell |
5,720
-88
| -2% | -$105K | 0.22% | 108 |
|
|
2021
Q2 | $6.89M | Buy |
5,808
+1
| +0% | +$1.19K | 0.23% | 109 |
|
|
2021
Q1 | $6.62M | Sell |
5,807
-77
| -1% | -$87.8K | 0.24% | 111 |
|
|
2020
Q4 | $6.08M | Sell |
5,884
-13
| -0.2% | -$13.4K | 0.22% | 111 |
|
|
2020
Q3 | $5.74M | Buy |
5,897
+810
| +16% | +$789K | 0.25% | 94 |
|
|
2020
Q2 | $4.7M | Sell |
5,087
-16
| -0.3% | -$14.8K | 0.21% | 115 |
|
|
2020
Q1 | $4.74M | Sell |
5,103
-65
| -1% | -$60.3K | 0.22% | 106 |
|
|
2019
Q4 | $5.91M | Sell |
5,168
-67
| -1% | -$76.6K | 0.16% | 131 |
|
|
2019
Q3 | $6.19M | Buy |
5,235
+194
| +4% | +$229K | 0.16% | 128 |
|
|
2019
Q2 | $5.49M | Buy |
5,041
+15
| +0.3% | +$16.3K | 0.14% | 140 |
|
|
2019
Q1 | $5.01M | Buy |
5,026
+13
| +0.3% | +$13K | 0.13% | 159 |
|
|
2018
Q4 | $5.2M | Sell |
5,013
-416
| -8% | -$432K | 0.13% | 155 |
|
|
2018
Q3 | $6.45M | Sell |
5,429
-518
| -9% | -$616K | 0.15% | 146 |
|
|
2018
Q2 | $6.45M | Sell |
5,947
-795
| -12% | -$862K | 0.15% | 147 |
|
|
2018
Q1 | $7.89M | Sell |
6,742
-1,950
| -22% | -$2.28M | 0.2% | 119 |
|
|
2017
Q4 | $9.9M | Sell |
8,692
-1,363
| -14% | -$1.55M | 0.26% | 88 |
|
|
2017
Q3 | $10.7M | Sell |
10,055
-745
| -7% | -$796K | 0.28% | 86 |
|
|
2017
Q2 | $10.5M | Buy |
+10,800
| New | +$10.5M | 0.3% | 85 |
|