NewEdge Advisors’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 | $585K | Sell |
293
-7
| -2% | -$14K | ﹤0.01% | 1602 |
|
|
2025
Q1 | $561K | Hold |
300
| – | – | ﹤0.01% | 1519 |
|
|
2024
Q4 | $518K | Hold |
300
| – | – | ﹤0.01% | 1529 |
|
|
2024
Q3 | $471K | Buy |
300
+124
| +70% | +$195K | ﹤0.01% | 1516 |
|
|
2024
Q2 | $277K | Sell |
176
-6
| -3% | -$9.45K | ﹤0.01% | 1761 |
|
|
2024
Q1 | $277K | Sell |
182
-7
| -4% | -$10.7K | ﹤0.01% | 1685 |
|
|
2023
Q4 | $268K | Sell |
189
-147
| -44% | -$209K | ﹤0.01% | 1593 |
|
|
2023
Q3 | $495K | Sell |
336
-94
| -22% | -$138K | 0.01% | 1175 |
|
|
2023
Q2 | $595K | Hold |
430
| – | – | 0.01% | 1099 |
|
|
2023
Q1 | $549K | Sell |
430
-58
| -12% | -$74.1K | 0.01% | 1069 |
|
|
2022
Q4 | $27K | Buy |
488
+197
| +68% | +$10.9K | ﹤0.01% | 2012 |
|
|
2022
Q3 | $316K | Buy |
+291
| New | +$316K | 0.01% | 1177 |
|
|
2018
Q3 | – | Sell |
-237
| Closed | -$257 | – | 670 |
|
|
2018
Q2 | $257 | Buy |
237
+12
| +5% | +$13 | 0.02% | 448 |
|
|
2018
Q1 | $261K | Buy |
+225
| New | +$261K | 0.03% | 387 |
|
|
2017
Q3 | – | Sell |
-25
| Closed | -$24.3K | – | 815 |
|
|
2017
Q2 | $24.3K | Buy |
+25
| New | +$24.3K | ﹤0.01% | 682 |
|