Blue Zone Wealth 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 | $7.38M | Buy |
3,697
+38
| +1% | +$75.9K | 1.84% | 16 |
|
|
2025
Q1 | $6.84M | Buy |
3,659
+1,301
| +55% | +$2.43M | 1.9% | 14 |
|
|
2024
Q4 | $4.07M | Buy |
2,358
+62
| +3% | +$107K | 1.17% | 41 |
|
|
2024
Q3 | $3.6M | Buy |
2,296
+68
| +3% | +$107K | 1.12% | 44 |
|
|
2024
Q2 | $3.51M | Sell |
2,228
-40
| -2% | -$63K | 1.21% | 41 |
|
|
2024
Q1 | $3.45M | Buy |
2,268
+65
| +3% | +$98.9K | 1.19% | 41 |
|
|
2023
Q4 | $3.13M | Buy |
2,203
+64
| +3% | +$90.9K | 1.25% | 36 |
|
|
2023
Q3 | $3.15M | Sell |
2,139
-607
| -22% | -$894K | 1.38% | 36 |
|
|
2023
Q2 | $3.8M | Buy |
2,746
+21
| +0.8% | +$29K | 1.75% | 23 |
|
|
2023
Q1 | $3.48M | Sell |
2,725
-1
| -0% | -$1.28K | 1.86% | 17 |
|
|
2022
Q4 | $3.59M | Buy |
2,726
+31
| +1% | +$40.8K | 1.92% | 15 |
|
|
2022
Q3 | $2.92M | Buy |
2,695
+19
| +0.7% | +$20.6K | 1.51% | 22 |
|
|
2022
Q2 | $3.46M | Buy |
2,676
+11
| +0.4% | +$14.2K | 1.57% | 19 |
|
|
2022
Q1 | $3.93M | Buy |
2,665
+294
| +12% | +$434K | 1.47% | 25 |
|
|
2021
Q4 | $2.93M | Buy |
2,371
+129
| +6% | +$159K | 0.97% | 41 |
|
|
2021
Q3 | $2.68M | Buy |
2,242
+205
| +10% | +$245K | 0.93% | 45 |
|
|
2021
Q2 | $2.42M | Buy |
2,037
+217
| +12% | +$257K | 0.91% | 48 |
|
|
2021
Q1 | $2.07M | Buy |
+1,820
| New | +$2.07M | 0.88% | 47 |
|