Baker Tilly Wealth Management’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 | $511K | Sell |
256
-11
| -4% | -$22K | 0.18% | 118 |
|
|
2025
Q1 | $499K | Buy |
267
+3
| +1% | +$5.61K | 0.2% | 116 |
|
|
2024
Q4 | $456K | Buy |
264
+18
| +7% | +$31.1K | 0.18% | 126 |
|
|
2024
Q3 | $386K | Buy |
246
+48
| +24% | +$75.3K | 0.17% | 139 |
|
|
2024
Q2 | $312K | Buy |
198
+10
| +5% | +$15.8K | 0.13% | 192 |
|
|
2024
Q1 | $286K | Buy |
188
+2
| +1% | +$3.04K | 0.05% | 352 |
|
|
2023
Q4 | $264K | Sell |
186
-60
| -24% | -$85.2K | 0.04% | 406 |
|
|
2023
Q3 | $362K | Sell |
246
-794
| -76% | -$1.17M | 0.06% | 330 |
|
|
2023
Q2 | $1.44M | Buy |
1,040
+7
| +0.7% | +$9.68K | 0.15% | 146 |
|
|
2023
Q1 | $1.32M | Sell |
1,033
-290
| -22% | -$370K | 0.15% | 151 |
|
|
2022
Q4 | $1.74M | Buy |
1,323
+382
| +41% | +$503K | 0.21% | 112 |
|
|
2022
Q3 | $1.02M | Buy |
941
+241
| +34% | +$261K | 0.14% | 157 |
|
|
2022
Q2 | $905K | Buy |
700
+19
| +3% | +$24.6K | 0.12% | 190 |
|
|
2022
Q1 | $1.01M | Buy |
681
+212
| +45% | +$313K | 0.11% | 194 |
|
|
2021
Q4 | $579K | Buy |
469
+118
| +34% | +$146K | 0.06% | 324 |
|
|
2021
Q3 | $419K | Buy |
351
+56
| +19% | +$66.8K | 0.06% | 358 |
|
|
2021
Q2 | $350K | Buy |
295
+6
| +2% | +$7.12K | 0.06% | 363 |
|
|
2021
Q1 | $329K | Buy |
+289
| New | +$329K | 0.07% | 336 |
|