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