Aptus 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 | $737K | Hold |
369
| – | – | 0.01% | 585 |
|
|
2025
Q1 | $690K | Buy |
369
+2
| +0.5% | +$3.74K | 0.01% | 571 |
|
|
2024
Q4 | $634K | Buy |
367
+151
| +70% | +$261K | 0.01% | 568 |
|
|
2024
Q3 | $339K | Buy |
216
+16
| +8% | +$25.1K | 0.01% | 632 |
|
|
2024
Q2 | $315K | Hold |
200
| – | – | 0.01% | 611 |
|
|
2024
Q1 | $304K | Buy |
200
+33
| +20% | +$50.2K | 0.01% | 621 |
|
|
2023
Q4 | $237K | Sell |
167
-7
| -4% | -$9.94K | 0.01% | 508 |
|
|
2023
Q3 | $256K | Buy |
+174
| New | +$256K | 0.01% | 503 |
|
|
2022
Q2 | – | Sell |
-138
| Closed | -$204K | – | 697 |
|
|
2022
Q1 | $204K | Buy |
+138
| New | +$204K | 0.01% | 413 |
|