Arete Wealth 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 | – | Sell |
-611
| Closed | -$1.14M | – | 786 |
|
|
2025
Q1 | $1.14M | Buy |
611
+47
| +8% | +$87.8K | 0.09% | 231 |
|
|
2024
Q4 | $974K | Buy |
564
+43
| +8% | +$74.3K | 0.07% | 258 |
|
|
2024
Q3 | $812K | Sell |
521
-9
| -2% | -$14K | 0.07% | 263 |
|
|
2024
Q2 | $831K | Buy |
+530
| New | +$831K | 0.07% | 272 |
|
|
2024
Q1 | – | Sell |
-277
| Closed | -$393K | – | 589 |
|
|
2023
Q4 | $393K | Buy |
277
+97
| +54% | +$138K | 0.03% | 473 |
|
|
2023
Q3 | $265K | Buy |
+180
| New | +$265K | 0.05% | 374 |
|