GeoWealth 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	$184K	Buy	+92	New	+$184K	0.01%	682
2025 Q1	–	Sell	-97	Closed	-$167K	–	1518
2024 Q4	$167K	Sell	97 -1	-1%	-$1.73K	0.01%	823
2024 Q3	$154K	Buy	+98	New	+$154K	0.01%	785