AE Wealth Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $213K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $245K | Sell |
|
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $217K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $210K | Buy |
|