Intellectus 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 | $705K | Sell |
353
-7
| -2% | -$14K | 0.15% | 166 |
|
|
2025
Q1 | $673K | Hold |
360
| – | – | 0.17% | 156 |
|
|
2024
Q4 | $621K | Hold |
360
| – | – | 0.14% | 174 |
|
|
2024
Q3 | $565K | Hold |
360
| – | – | 0.14% | 176 |
|
|
2024
Q2 | $567K | Sell |
360
-66
| -15% | -$104K | 0.15% | 166 |
|
|
2024
Q1 | $648K | Sell |
426
-3
| -0.7% | -$4.56K | 0.17% | 159 |
|
|
2023
Q4 | $609K | Buy |
429
+8
| +2% | +$11.4K | 0.18% | 154 |
|
|
2023
Q3 | $620K | Sell |
421
-18
| -4% | -$26.5K | 0.2% | 146 |
|
|
2023
Q2 | $607K | Hold |
439
| – | – | 0.18% | 160 |
|
|
2023
Q1 | $561K | Sell |
439
-33
| -7% | -$42.2K | 0.18% | 158 |
|
|
2022
Q4 | $622K | Hold |
472
| – | – | 0.22% | 143 |
|
|
2022
Q3 | $512K | Hold |
472
| – | – | 0.18% | 155 |
|
|
2022
Q2 | $610K | Sell |
472
-40
| -8% | -$51.7K | 0.21% | 136 |
|
|
2022
Q1 | $755K | Sell |
512
-32
| -6% | -$47.2K | 0.23% | 115 |
|
|
2021
Q4 | $671K | Sell |
544
-6
| -1% | -$7.4K | 0.17% | 154 |
|
|
2021
Q3 | $657K | Hold |
550
| – | – | 0.16% | 158 |
|
|
2021
Q2 | $653K | Buy |
550
+2
| +0.4% | +$2.38K | 0.15% | 171 |
|
|
2021
Q1 | $625K | Buy |
548
+27
| +5% | +$30.8K | 0.17% | 167 |
|
|
2020
Q4 | $538K | Buy |
+521
| New | +$538K | 0.16% | 155 |
|