EP Wealth Advisors’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 | $455K | Buy |
228
+40
| +21% | +$79.9K | ﹤0.01% | 816 |
|
|
2025
Q1 | $351K | Buy |
188
+10
| +6% | +$18.7K | ﹤0.01% | 839 |
|
|
2024
Q4 | $307K | Buy |
178
+5
| +3% | +$8.63K | ﹤0.01% | 861 |
|
|
2024
Q3 | $271K | Buy |
173
+19
| +12% | +$29.8K | ﹤0.01% | 896 |
|
|
2024
Q2 | $243K | Buy |
+154
| New | +$243K | ﹤0.01% | 709 |
|