EverSource Wealth Advisors’s Markel Group MKL Stock Holding History

EverSource Wealth Advisors’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$214K	Buy
2025 Q2	$158K	Buy
2025 Q1	$61.7K	Buy
2024 Q4	$27.6K	Sell
2024 Q3	$73.7K	Sell
2024 Q2	$103K	Buy
2024 Q1	$7.29K	Buy