Edgestream Partners’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 | – | Sell |
-721
| Closed | -$1.35M | – | 992 |
|
|
2025
Q1 | $1.35M | Buy |
+721
| New | +$1.35M | 0.05% | 557 |
|
|
2024
Q4 | – | Sell |
-5,363
| Closed | -$8.41M | – | 1002 |
|
|
2024
Q3 | $8.41M | Buy |
+5,363
| New | +$8.41M | 0.37% | 19 |
|
|
2024
Q2 | – | Sell |
-1,333
| Closed | -$2.03M | – | 965 |
|
|
2024
Q1 | $2.03M | Buy |
1,333
+851
| +177% | +$1.29M | 0.1% | 334 |
|
|
2023
Q4 | $684K | Buy |
+482
| New | +$684K | 0.05% | 535 |
|
|
2022
Q4 | – | Sell |
-1,511
| Closed | -$1.64M | – | 582 |
|
|
2022
Q3 | $1.64M | Buy |
+1,511
| New | +$1.64M | 0.13% | 219 |
|
|
2022
Q1 | – | Sell |
-3,012
| Closed | -$3.72M | – | 601 |
|
|
2021
Q4 | $3.72M | Buy |
3,012
+1,041
| +53% | +$1.28M | 0.23% | 137 |
|
|
2021
Q3 | $2.36M | Sell |
1,971
-1,099
| -36% | -$1.31M | 0.15% | 216 |
|
|
2021
Q2 | $3.64M | Buy |
+3,070
| New | +$3.64M | 0.21% | 162 |
|