OneDigital Investment Advisors’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
$805K Buy
2025
Q2
$372K Buy
2025
Q1
$342K Buy
2024
Q4
$261K Buy
2024
Q3
$231K Buy
2024
Q2
$224K Buy
2022
Q3
Sell
2022
Q2
$481K Buy
2022
Q1
$450K Buy
2021
Q4
$321K Buy
2018
Q4
Sell
2018
Q3
$7K Hold
2018
Q2
$7K Hold
2018
Q1
$7K Hold
2017
Q4
$7K Hold
2017
Q3
$6K Hold
2017
Q2
$6K Buy