Marks Group 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 | $570K | Sell |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $359K | Buy |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $387K | Buy |
|