Envestnet Portfolio Solutions’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 | $234K | Buy |
+117
| New | +$234K | ﹤0.01% | 1441 |
|
|
2025
Q1 | – | Sell |
-472
| Closed | -$815K | – | 1704 |
|
|
2024
Q4 | $815K | Sell |
472
-399
| -46% | -$689K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $1.37M | Sell |
871
-18
| -2% | -$28.2K | ﹤0.01% | 791 |
|
|
2024
Q2 | $1.4M | Sell |
889
-21
| -2% | -$33.1K | ﹤0.01% | 749 |
|
|
2024
Q1 | $1.38M | Sell |
910
-270
| -23% | -$411K | 0.01% | 741 |
|
|
2023
Q4 | $1.68M | Buy |
1,180
+142
| +14% | +$202K | 0.01% | 636 |
|
|
2023
Q3 | $1.53M | Buy |
+1,038
| New | +$1.53M | 0.01% | 630 |
|