Corient Private Wealth’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 | $6.46M | Buy |
3,233
+163
| +5% | +$326K | 0.01% | 692 |
|
|
2025
Q1 | $5.74M | Buy |
3,070
+47
| +2% | +$87.9K | 0.01% | 650 |
|
|
2024
Q4 | $5.22M | Buy |
3,023
+52
| +2% | +$89.8K | 0.01% | 681 |
|
|
2024
Q3 | $4.66M | Buy |
2,971
+67
| +2% | +$105K | 0.01% | 749 |
|
|
2024
Q2 | $4.58M | Buy |
2,904
+3
| +0.1% | +$4.73K | 0.01% | 730 |
|
|
2024
Q1 | $4.41M | Sell |
2,901
-2,961
| -51% | -$4.51M | 0.01% | 737 |
|
|
2023
Q4 | $8.32M | Buy |
5,862
+4,035
| +221% | +$5.73M | 0.02% | 564 |
|
|
2023
Q3 | $2.69M | Buy |
1,827
+559
| +44% | +$823K | 0.01% | 810 |
|
|
2023
Q2 | $1.75M | Buy |
1,268
+44
| +4% | +$60.9K | ﹤0.01% | 939 |
|
|
2023
Q1 | $1.56M | Buy |
1,224
+84
| +7% | +$107K | ﹤0.01% | 926 |
|
|
2022
Q4 | $1.5M | Buy |
+1,140
| New | +$1.5M | 0.01% | 790 |
|