Liontrust Investment Partners’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,215
| Closed | -$3.49M | – | 240 |
|
|
2024
Q3 | $3.49M | Hold |
2,215
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $3.49M | Hold |
2,215
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $3.37M | Sell |
2,215
-70
| -3% | -$107K | 0.05% | 130 |
|
|
2023
Q4 | $3.24M | Buy |
2,285
+431
| +23% | +$612K | 0.05% | 133 |
|
|
2023
Q3 | $2.73M | Buy |
1,854
+354
| +24% | +$521K | 0.04% | 131 |
|
|
2023
Q2 | $2.07M | Hold |
1,500
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $1.92M | Buy |
+1,500
| New | +$1.92M | 0.03% | 168 |
|