Modern Wealth Management’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 | $2.98M | Buy |
1,494
+21
| +1% | +$41.9K | 0.07% | 221 |
|
|
2025
Q1 | $2.75M | Buy |
1,473
+29
| +2% | +$54.2K | 0.09% | 185 |
|
|
2024
Q4 | $2.49M | Buy |
1,444
+23
| +2% | +$39.7K | 0.09% | 164 |
|
|
2024
Q3 | $2.23M | Hold |
1,421
| – | – | 0.14% | 103 |
|
|
2024
Q2 | $2.24M | Hold |
1,421
| – | – | 0.17% | 82 |
|
|
2024
Q1 | $2.16M | Buy |
+1,421
| New | +$2.16M | 0.2% | 68 |
|