HB Wealth 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 | $3.36M | Sell |
1,683
-78
| -4% | -$156K | 0.03% | 274 |
|
|
2025
Q1 | $3.29M | Buy |
1,761
+1,132
| +180% | +$2.12M | 0.03% | 288 |
|
|
2024
Q4 | $1.09M | Buy |
629
+37
| +6% | +$63.9K | 0.01% | 394 |
|
|
2024
Q3 | $929K | Buy |
592
+8
| +1% | +$12.5K | 0.01% | 408 |
|
|
2024
Q2 | $920K | Buy |
584
+73
| +14% | +$115K | 0.01% | 382 |
|
|
2024
Q1 | $777K | Buy |
511
+363
| +245% | +$552K | 0.01% | 392 |
|
|
2023
Q4 | $210K | Sell |
148
-15
| -9% | -$21.3K | ﹤0.01% | 726 |
|
|
2023
Q3 | $240K | Buy |
163
+2
| +1% | +$2.95K | ﹤0.01% | 641 |
|
|
2023
Q2 | $223K | Buy |
+161
| New | +$223K | ﹤0.01% | 641 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$226K | – | 598 |
|
|
2022
Q2 | $226K | Buy |
175
+35
| +25% | +$45.2K | ﹤0.01% | 512 |
|
|
2022
Q1 | $207K | Sell |
140
-52
| -27% | -$76.9K | ﹤0.01% | 558 |
|
|
2021
Q4 | $237K | Buy |
+192
| New | +$237K | ﹤0.01% | 444 |
|