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Congress Wealth Management’s Markel Group MKL Stock Holding History

Congress Wealth Management’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$691K Sell
346
-163
-32% -$326K 0.01% 820
2025
Q1 		$952K Buy
+509
New +$952K 0.01% 644