Kovitz Investment Group 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 | $332K | Sell |
166
-25
| -13% | -$49.9K | ﹤0.01% | 1101 |
|
2025
Q1 | $357K | Sell |
191
-32
| -14% | -$59.8K | ﹤0.01% | 994 |
|
2024
Q4 | $385K | Buy |
223
+46
| +26% | +$79.4K | ﹤0.01% | 963 |
|
2024
Q3 | $231K | Buy |
+177
| New | +$231K | ﹤0.01% | 919 |
|
2024
Q2 | – | Sell |
-164
| Closed | -$250K | – | 823 |
|
2024
Q1 | $250K | Buy |
+164
| New | +$250K | ﹤0.01% | 601 |
|