Crestmont Private Wealth’s Markel Group MKL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Buy
2025
Q1
$656K Buy
2024
Q4
$520K Buy
2024
Q3
$450K Buy
2024
Q2
$418K Sell
2024
Q1
$415K Buy
2023
Q4
$341K Sell
2023
Q3
$362K Sell
2023
Q2
$438K Buy
2023
Q1
$364K Buy
2022
Q4
$320K Buy