Focus Partners Wealth’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 | $20.9M | Buy |
10,459
+2,579
| +33% | +$5.15M | 0.05% | 348 |
|
|
2025
Q1 | $14.7M | Sell |
7,880
-203
| -3% | -$380K | 0.04% | 392 |
|
|
2024
Q4 | $14M | Sell |
8,083
-208
| -3% | -$359K | 0.04% | 390 |
|
|
2024
Q3 | $13M | Sell |
8,291
-9,273
| -53% | -$14.5M | 0.04% | 355 |
|
|
2024
Q2 | $27.7M | Buy |
17,564
+8,625
| +96% | +$13.6M | 0.09% | 205 |
|
|
2024
Q1 | $13.6M | Buy |
8,939
+1,801
| +25% | +$2.74M | 0.11% | 181 |
|
|
2023
Q4 | $10.1M | Buy |
+7,138
| New | +$10.1M | 0.13% | 149 |
|