Forum Financial 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 | $431K | Hold |
216
| – | – | 0.01% | 473 |
|
|
2025
Q1 | $404K | Hold |
216
| – | – | 0.01% | 448 |
|
|
2024
Q4 | $373K | Hold |
216
| – | – | 0.01% | 501 |
|
|
2024
Q3 | $339K | Buy |
216
+6
| +3% | +$9.41K | 0.01% | 461 |
|
|
2024
Q2 | $331K | Buy |
210
+1
| +0.5% | +$1.58K | 0.01% | 441 |
|
|
2024
Q1 | $318K | Hold |
209
| – | – | 0.01% | 475 |
|
|
2023
Q4 | $297K | Hold |
209
| – | – | 0.01% | 457 |
|
|
2023
Q3 | $308K | Hold |
209
| – | – | 0.01% | 413 |
|
|
2023
Q2 | $289K | Hold |
209
| – | – | 0.01% | 445 |
|
|
2023
Q1 | $267K | Hold |
209
| – | – | 0.01% | 445 |
|
|
2022
Q4 | $275K | Sell |
209
-7
| -3% | -$9.22K | 0.01% | 419 |
|
|
2022
Q3 | $234K | Hold |
216
| – | – | 0.01% | 440 |
|
|
2022
Q2 | $279K | Buy |
216
+3
| +1% | +$3.88K | 0.01% | 377 |
|
|
2022
Q1 | $314K | Buy |
213
+4
| +2% | +$5.9K | 0.02% | 370 |
|
|
2021
Q4 | $258K | Buy |
+209
| New | +$258K | 0.01% | 485 |
|