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Livermore
Livermore
ZHEN

Procyon Private Wealth Partners, LLC

SEC CIK
0001804329
Latest filing
Jul 9, 2026

MKL holding history

Markel Group Inc. in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MKL overviewAll 13F holders of MKLFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of MKL by Procyon Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−309−100.0%Sold outHolders
Q1 2026309$591.1K<0.1%−116−27.3%ReducedHolders
Q4 2025425$913.2K<0.1%+54+14.6%AddedHolders
Q3 2025371$709.1K<0.1%−10−2.6%ReducedHolders
Q2 2025381$761.0K0.1%−1,051−73.4%ReducedHolders
Q1 20251,432$2.68M0.2%+29+2.1%AddedHolders
Q4 20241,403$2.42M0.2%−7−0.5%ReducedHolders
Q3 20241,410$2.21M0.2%+24+1.7%AddedHolders
Q2 20241,386$2.18M0.2%+71+5.4%AddedHolders
Q1 20241,315$2.00M0.2%−25−1.9%ReducedHolders
Q4 20231,340$1.90M0.2%+6+0.4%AddedHolders
Q3 20231,334$1.96M0.2%+707+112.8%AddedHolders
Q2 2023627$867.3K0.1%+207+49.3%AddedHolders
Q1 2023420$536.5K0.1%00.0%UnchangedHolders
Q4 2022420$553.3K0.1%+55+15.1%AddedHolders
Q3 2022365$396.0K0.1%00.0%UnchangedHolders
Q2 2022365$472.0K0.1%00.0%UnchangedHolders
Q1 2022365$538.0K0.1%00.0%UnchangedHolders
Q4 2021365$450.0K0.1%+89+32.2%AddedHolders
Q3 2021276$330.0K0.1%00.0%UnchangedHolders
Q2 2021276$328.0K0.1%00.0%UnchangedHolders
Q1 2021276$315.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.