Forum Financial Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $464K | Hold |
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|
2025
Q3 | $413K | Hold |
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|
2025
Q2 | $431K | Hold |
|
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $267K | Hold |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $258K | Buy |
|