Beacon Financial Group’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 | $272K | Hold |
136
| – | – | 0.03% | 299 |
|
|
2025
Q1 | $254K | Buy |
136
+1
| +0.7% | +$1.87K | 0.03% | 300 |
|
|
2024
Q4 | $233K | Hold |
135
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $212K | Sell |
135
-2
| -1% | -$3.14K | 0.02% | 309 |
|
|
2024
Q2 | $216K | Sell |
137
-4
| -3% | -$6.3K | 0.02% | 306 |
|
|
2024
Q1 | $215K | Hold |
141
| – | – | 0.02% | 305 |
|
|
2023
Q4 | $200K | Buy |
+141
| New | +$200K | 0.02% | 304 |
|
|
2022
Q4 | – | Sell |
-578
| Closed | -$637K | – | 237 |
|
|
2022
Q3 | $637K | Buy |
578
+13
| +2% | +$14.3K | 0.1% | 161 |
|
|
2022
Q2 | $727K | Sell |
565
-15
| -3% | -$19.3K | 0.11% | 162 |
|
|
2022
Q1 | $864K | Sell |
580
-4
| -0.7% | -$5.96K | 0.12% | 158 |
|
|
2021
Q4 | $715K | Sell |
584
-8
| -1% | -$9.8K | 0.09% | 166 |
|
|
2021
Q3 | $715K | Sell |
592
-82
| -12% | -$99K | 0.1% | 158 |
|
|
2021
Q2 | $818K | Buy |
+674
| New | +$818K | 0.12% | 149 |
|