Genesis Private 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
$298K Sell
149
-5
-3% -$9.99K 0.14% 90
2025
Q1
$288K Sell
154
-13
-8% -$24.3K 0.15% 84
2024
Q4
$288K Buy
+167
New +$288K 0.16% 79