Beacon Pointe 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 | $4.19M | Sell |
2,100
-11
| -0.5% | -$22K | 0.04% | 344 |
|
2025
Q1 | $3.95M | Buy |
2,111
+6
| +0.3% | +$11.2K | 0.04% | 344 |
|
2024
Q4 | $3.63M | Buy |
2,105
+29
| +1% | +$50.1K | 0.04% | 338 |
|
2024
Q3 | $3.26M | Buy |
2,076
+9
| +0.4% | +$14.1K | 0.04% | 371 |
|
2024
Q2 | $3.26M | Sell |
2,067
-149
| -7% | -$235K | 0.04% | 370 |
|
2024
Q1 | $3.37M | Sell |
2,216
-154
| -6% | -$234K | 0.04% | 377 |
|
2023
Q4 | $3.37M | Buy |
2,370
+80
| +3% | +$114K | 0.04% | 367 |
|
2023
Q3 | $3.37M | Buy |
2,290
+623
| +37% | +$917K | 0.04% | 351 |
|
2023
Q2 | $2.31M | Sell |
1,667
-539
| -24% | -$746K | 0.04% | 341 |
|
2023
Q1 | $2.82M | Buy |
2,206
+595
| +37% | +$760K | 0.05% | 321 |
|
2022
Q4 | $2.12M | Sell |
1,611
-50
| -3% | -$65.9K | 0.04% | 347 |
|
2022
Q3 | $1.8M | Sell |
1,661
-28
| -2% | -$30.3K | 0.04% | 339 |
|
2022
Q2 | $2.18M | Sell |
1,689
-402
| -19% | -$518K | 0.05% | 314 |
|
2022
Q1 | $3.09M | Buy |
+2,091
| New | +$3.09M | 0.04% | 354 |
|