Buttonwood Financial 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 | $6.2M | Buy |
3,105
+48
| +2% | +$95.9K | 2.49% | 12 |
|
|
2025
Q1 | $5.72M | Buy |
3,057
+180
| +6% | +$337K | 2.51% | 12 |
|
|
2024
Q4 | $4.97M | Buy |
2,877
+107
| +4% | +$185K | 2.18% | 14 |
|
|
2024
Q3 | $4.35M | Buy |
2,770
+131
| +5% | +$206K | 1.9% | 15 |
|
|
2024
Q2 | $4.16M | Buy |
2,639
+77
| +3% | +$121K | 1.96% | 14 |
|
|
2024
Q1 | $3.9M | Buy |
2,562
+570
| +29% | +$867K | 1.83% | 14 |
|
|
2023
Q4 | $2.83M | Buy |
1,992
+1,398
| +235% | +$1.99M | 1.54% | 17 |
|
|
2023
Q3 | $875K | Buy |
594
+30
| +5% | +$44.2K | 0.55% | 47 |
|
|
2023
Q2 | $780K | Hold |
564
| – | – | 0.49% | 51 |
|
|
2023
Q1 | $720K | Sell |
564
-1
| -0.2% | -$1.28K | 0.56% | 45 |
|
|
2022
Q4 | $744K | Sell |
565
-7
| -1% | -$9.22K | 0.63% | 43 |
|
|
2022
Q3 | $660K | Sell |
572
-2
| -0.3% | -$2.31K | 0.6% | 42 |
|
|
2022
Q2 | $742K | Sell |
574
-4
| -0.7% | -$5.17K | 0.67% | 42 |
|
|
2022
Q1 | $853K | Hold |
578
| – | – | 0.77% | 37 |
|
|
2021
Q4 | $713K | Buy |
+578
| New | +$713K | 0.7% | 38 |
|