MBL 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 | $306K | Buy |
153
+12
| +9% | +$24K | 0.03% | 187 |
|
|
2025
Q1 | $264K | Buy |
141
+2
| +1% | +$3.74K | 0.03% | 190 |
|
|
2024
Q4 | $240K | Hold |
139
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $218K | Buy |
139
+1
| +0.7% | +$1.57K | 0.02% | 192 |
|
|
2024
Q2 | $217K | Sell |
138
-3
| -2% | -$4.73K | 0.02% | 185 |
|
|
2024
Q1 | $215K | Hold |
141
| – | – | 0.02% | 181 |
|
|
2023
Q4 | $200K | Buy |
141
+3
| +2% | +$4.26K | 0.03% | 179 |
|
|
2023
Q3 | $203K | Buy |
+138
| New | +$203K | 0.03% | 163 |
|