Beacon Investment 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 | $635K | Hold |
320
| – | – | 0.27% | 86 |
|
|
2025
Q1 | $598K | Hold |
320
| – | – | 0.28% | 89 |
|
|
2024
Q4 | $552K | Buy |
320
+15
| +5% | +$25.9K | 0.26% | 91 |
|
|
2024
Q3 | $478K | Buy |
305
+1
| +0.3% | +$1.57K | 0.23% | 105 |
|
|
2024
Q2 | $479K | Buy |
304
+5
| +2% | +$7.88K | 0.25% | 96 |
|
|
2024
Q1 | $455K | Buy |
299
+18
| +6% | +$27.4K | 0.26% | 88 |
|
|
2023
Q4 | $399K | Hold |
281
| – | – | 0.25% | 90 |
|
|
2023
Q3 | $414K | Buy |
281
+15
| +6% | +$22.1K | 0.29% | 82 |
|
|
2023
Q2 | $368K | Buy |
266
+5
| +2% | +$6.92K | 0.25% | 94 |
|
|
2023
Q1 | $333K | Buy |
261
+2
| +0.8% | +$2.56K | 0.24% | 99 |
|
|
2022
Q4 | $341K | Buy |
+259
| New | +$341K | 0.29% | 93 |
|