Isthmus 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 | $368K | Sell |
184
-9
| -5% | -$18K | 0.04% | 164 |
|
|
2025
Q1 | $361K | Sell |
193
-23
| -11% | -$43K | 0.05% | 167 |
|
|
2024
Q4 | $373K | Hold |
216
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $339K | Hold |
216
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $340K | Hold |
216
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $329K | Buy |
+216
| New | +$329K | 0.04% | 161 |
|
|
2019
Q2 | – | Sell |
-16,928
| Closed | -$678K | – | 182 |
|
|
2019
Q1 | $678K | Buy |
+16,928
| New | +$678K | 0.17% | 105 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$15K | – | 229 |
|
|
2018
Q3 | $15K | Buy |
+13
| New | +$15K | ﹤0.01% | 236 |
|