HBK Sorce Advisory’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	$206K	Sell	103 -28	-21%	-$55.9K	0.01%	545
2025 Q1	$245K	Buy	+131	New	+$245K	0.01%	495
2023 Q1	–	Sell	-194	Closed	-$256K	–	748
2022 Q4	$256K	Buy	+194	New	+$256K	0.01%	592