Live Oak Private Wealth’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 | $12.4M | Sell |
6,229
-20
| -0.3% | -$39.9K | 1.86% | 13 |
|
|
2025
Q1 | $11.7M | Sell |
6,249
-7
| -0.1% | -$13.1K | 1.89% | 12 |
|
|
2024
Q4 | $10.8M | Sell |
6,256
-28
| -0.4% | -$48.3K | 1.81% | 12 |
|
|
2024
Q3 | $9.86M | Buy |
6,284
+72
| +1% | +$113K | 1.6% | 17 |
|
|
2024
Q2 | $9.79M | Sell |
6,212
-9
| -0.1% | -$14.2K | 1.68% | 16 |
|
|
2024
Q1 | $9.47M | Buy |
6,221
+2
| +0% | +$3.04K | 1.64% | 18 |
|
|
2023
Q4 | $8.83M | Buy |
6,219
+211
| +4% | +$300K | 1.66% | 19 |
|
|
2023
Q3 | $8.85M | Buy |
6,008
+60
| +1% | +$88.3K | 1.88% | 13 |
|
|
2023
Q2 | $8.23M | Hold |
5,948
| – | – | 1.64% | 19 |
|
|
2023
Q1 | $7.6M | Buy |
5,948
+124
| +2% | +$158K | 1.57% | 20 |
|
|
2022
Q4 | $7.67M | Buy |
5,824
+55
| +1% | +$72.5K | 1.59% | 20 |
|
|
2022
Q3 | $6.26M | Buy |
5,769
+2,972
| +106% | +$3.22M | 1.4% | 24 |
|
|
2022
Q2 | $3.62M | Buy |
2,797
+249
| +10% | +$322K | 0.76% | 55 |
|
|
2022
Q1 | $3.76M | Buy |
2,548
+538
| +27% | +$794K | 0.73% | 54 |
|
|
2021
Q4 | $2.48M | Buy |
2,010
+194
| +11% | +$239K | 0.46% | 61 |
|
|
2021
Q3 | $2.17M | Buy |
1,816
+226
| +14% | +$270K | 0.44% | 62 |
|
|
2021
Q2 | $1.89M | Buy |
1,590
+191
| +14% | +$227K | 0.42% | 64 |
|
|
2021
Q1 | $1.59M | Buy |
1,399
+212
| +18% | +$242K | 0.39% | 63 |
|
|
2020
Q4 | $1.23M | Buy |
1,187
+94
| +9% | +$97.2K | 0.34% | 64 |
|
|
2020
Q3 | $1.06M | Sell |
1,093
-66
| -6% | -$64.2K | 0.37% | 61 |
|
|
2020
Q2 | $1.07M | Buy |
1,159
+111
| +11% | +$102K | 0.39% | 61 |
|
|
2020
Q1 | $972K | Buy |
1,048
+546
| +109% | +$506K | 1% | 25 |
|
|
2019
Q4 | $574K | Buy |
+502
| New | +$574K | 0.56% | 38 |
|