Dynamic Advisor Solutions’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
117
+1
| +0.9% | +$2K | 0.01% | 815 |
|
|
2025
Q1 | $217K | Buy |
+116
| New | +$217K | 0.01% | 790 |
|
|
2023
Q4 | – | Sell |
-161
| Closed | -$237K | – | 919 |
|
|
2023
Q3 | $237K | Buy |
161
+4
| +3% | +$5.89K | 0.01% | 731 |
|
|
2023
Q2 | $217K | Buy |
+157
| New | +$217K | 0.01% | 722 |
|