HB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.31M | Buy |
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|
2025
Q2 | $3.36M | Sell |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $929K | Buy |
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|
2024
Q2 | $920K | Buy |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $237K | Buy |
|