Orion Portfolio Solutions’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.41M | Sell |
755
-109
| -13% | -$204K | 0.01% | 897 |
|
|
2024
Q4 | $1.49M | Sell |
864
-731
| -46% | -$1.26M | 0.01% | 837 |
|
|
2024
Q3 | $2.5M | Buy |
1,595
+104
| +7% | +$163K | 0.02% | 580 |
|
|
2024
Q2 | $2.35M | Sell |
1,491
-320
| -18% | -$504K | 0.02% | 578 |
|
|
2024
Q1 | $2.76M | Sell |
1,811
-48
| -3% | -$73K | 0.03% | 515 |
|
|
2023
Q4 | $2.64M | Sell |
1,859
-155
| -8% | -$220K | 0.03% | 507 |
|
|
2023
Q3 | $2.97M | Sell |
2,014
-238
| -11% | -$350K | 0.04% | 446 |
|
|
2023
Q2 | $3.11M | Sell |
2,252
-120
| -5% | -$166K | 0.03% | 472 |
|
|
2023
Q1 | $3.03M | Buy |
+2,372
| New | +$3.03M | 0.04% | 424 |
|
|
2020
Q3 | – | Sell |
-38
| Closed | -$35K | – | 1412 |
|
|
2020
Q2 | $35K | Sell |
38
-1
| -3% | -$921 | ﹤0.01% | 788 |
|
|
2020
Q1 | $36K | Buy |
39
+1
| +3% | +$923 | ﹤0.01% | 669 |
|
|
2019
Q4 | $43K | Buy |
+38
| New | +$43K | ﹤0.01% | 585 |
|