Fidelis Capital 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 | $352K | Buy |
180
+6
| +3% | +$11.7K | 0.03% | 321 |
|
2025
Q1 | $314K | Sell |
174
-8
| -4% | -$14.4K | 0.03% | 314 |
|
2024
Q4 | $331K | Sell |
182
-3
| -2% | -$5.46K | 0.03% | 322 |
|
2024
Q3 | $290K | Sell |
185
-7
| -4% | -$11K | 0.03% | 324 |
|
2024
Q2 | $287K | Sell |
192
-8
| -4% | -$12K | 0.04% | 296 |
|
2024
Q1 | $304K | Buy |
200
+22
| +12% | +$33.5K | 0.05% | 286 |
|
2023
Q4 | $253K | Buy |
178
+26
| +17% | +$36.9K | 0.06% | 275 |
|
2023
Q3 | $224K | Sell |
152
-20
| -12% | -$29.4K | 0.08% | 239 |
|
2023
Q2 | $238K | Buy |
+172
| New | +$238K | 0.09% | 240 |
|