Financial Advocates Investment 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 | $220K | Sell |
110
-1
| -0.9% | -$2K | 0.02% | 566 |
|
2025
Q1 | $208K | Sell |
111
-178
| -62% | -$333K | 0.01% | 662 |
|
2024
Q4 | $499K | Buy |
289
+30
| +12% | +$51.8K | 0.03% | 445 |
|
2024
Q3 | $406K | Buy |
259
+8
| +3% | +$12.5K | 0.02% | 521 |
|
2024
Q2 | $395K | Buy |
251
+6
| +2% | +$9.45K | 0.02% | 497 |
|
2024
Q1 | $373K | Buy |
+245
| New | +$373K | 0.02% | 523 |
|