Legacy Capital Wealth Partners’s Markel Group MKL Stock Holding History

Legacy Capital Wealth Partners’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$440K	Hold
2025 Q2	$459K	Buy
2025 Q1	$423K	Buy
2024 Q4	$388K	Buy
2024 Q3	$345K	Buy
2024 Q2	$306K	Buy
2024 Q1	–	Sell
2023 Q4	$222K	Buy
2023 Q3	$206K	Buy