Evergreen Wealth Management’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 | $6.77M | Sell |
3,390
-180
| -5% | -$360K | 3.8% | 8 |
|
|
2025
Q1 | $6.68M | Sell |
3,570
-34
| -0.9% | -$63.6K | 3.99% | 7 |
|
|
2024
Q4 | $6.22M | Buy |
3,604
+81
| +2% | +$140K | 3.68% | 8 |
|
|
2024
Q3 | $5.53M | Buy |
3,523
+340
| +11% | +$533K | 3.33% | 9 |
|
|
2024
Q2 | $5.01M | Hold |
3,183
| – | – | 3.32% | 10 |
|
|
2024
Q1 | $4.84M | Hold |
3,183
| – | – | 3.28% | 9 |
|
|
2023
Q4 | $4.52M | Buy |
3,183
+55
| +2% | +$78.1K | 3.32% | 7 |
|
|
2023
Q3 | $4.61M | Buy |
3,128
+132
| +4% | +$194K | 3.64% | 6 |
|
|
2023
Q2 | $4.14M | Buy |
2,996
+290
| +11% | +$401K | 3.25% | 8 |
|
|
2023
Q1 | $3.46M | Buy |
2,706
+716
| +36% | +$915K | 3.07% | 7 |
|
|
2022
Q4 | $2.62M | Buy |
+1,990
| New | +$2.62M | 2.41% | 12 |
|