MAI Capital Management’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 | $1.18M | Buy |
589
+23
| +4% | +$45.9K | 0.01% | 593 |
|
2025
Q1 | $1.06M | Buy |
566
+5
| +0.9% | +$9.35K | 0.01% | 594 |
|
2024
Q4 | $968K | Buy |
561
+39
| +7% | +$67.3K | 0.01% | 626 |
|
2024
Q3 | $819K | Sell |
522
-238
| -31% | -$373K | 0.01% | 591 |
|
2024
Q2 | $1.2M | Buy |
760
+48
| +7% | +$75.6K | 0.01% | 533 |
|
2024
Q1 | $1.08M | Buy |
712
+473
| +198% | +$720K | 0.01% | 535 |
|
2023
Q4 | $339K | Buy |
239
+64
| +37% | +$90.9K | ﹤0.01% | 810 |
|
2023
Q3 | $258K | Buy |
+175
| New | +$258K | ﹤0.01% | 861 |
|