Baker Tilly 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
Q3 | $491K | Buy |
|
|||||
|
2025
Q2 | $511K | Sell |
|
|||||
|
2025
Q1 | $499K | Buy |
|
|||||
|
2024
Q4 | $456K | Buy |
|
|||||
|
2024
Q3 | $386K | Buy |
|
|||||
|
2024
Q2 | $312K | Buy |
|
|||||
|
2024
Q1 | $286K | Buy |
|
|||||
|
2023
Q4 | $264K | Sell |
|
|||||
|
2023
Q3 | $362K | Sell |
|
|||||
|
2023
Q2 | $1.44M | Buy |
|
|||||
|
2023
Q1 | $1.32M | Sell |
|
|||||
|
2022
Q4 | $1.74M | Buy |
|
|||||
|
2022
Q3 | $1.02M | Buy |
|
|||||
|
2022
Q2 | $905K | Buy |
|
|||||
|
2022
Q1 | $1M | Buy |
|
|||||
|
2021
Q4 | $579K | Buy |
|
|||||
|
2021
Q3 | $419K | Buy |
|
|||||
|
2021
Q2 | $350K | Buy |
|
|||||
|
2021
Q1 | $329K | Buy |
|