Summit Global Investments’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 | $1.03M | Sell |
517
-4
| -0.8% | -$7.99K | 0.06% | 199 |
|
|
2025
Q1 | $974K | Buy |
+521
| New | +$974K | 0.07% | 171 |
|
|
2024
Q4 | – | Sell |
-463
| Closed | -$726K | – | 603 |
|
|
2024
Q3 | $726K | Buy |
+463
| New | +$726K | 0.05% | 299 |
|
|
2024
Q1 | – | Sell |
-209
| Closed | -$297K | – | 567 |
|
|
2023
Q4 | $297K | Hold |
209
| – | – | 0.02% | 433 |
|
|
2023
Q3 | $308K | Sell |
209
-3
| -1% | -$4.42K | 0.02% | 420 |
|
|
2023
Q2 | $293K | Hold |
212
| – | – | 0.02% | 431 |
|
|
2023
Q1 | $271K | Hold |
212
| – | – | 0.02% | 446 |
|
|
2022
Q4 | $279K | Buy |
+212
| New | +$279K | 0.02% | 406 |
|