Sage Capital Advisors’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 | $999K | Hold |
500
| – | – | 0.25% | 72 |
|
2025
Q1 | $935K | Hold |
500
| – | – | 0.25% | 72 |
|
2024
Q4 | $863K | Hold |
500
| – | – | 0.22% | 69 |
|
2024
Q3 | $784K | Hold |
500
| – | – | 0.2% | 77 |
|
2024
Q2 | $788K | Hold |
500
| – | – | 0.23% | 72 |
|
2024
Q1 | $761K | Buy |
500
+350
| +233% | +$533K | 0.22% | 74 |
|
2023
Q4 | $213K | Buy |
+150
| New | +$213K | 0.07% | 125 |
|