Principle Wealth Partners’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	$1.47M	Hold	737	–	–	0.09%	130
2025 Q1	$1.38M	Hold	737	–	–	0.1%	135
2024 Q4	$1.27M	Hold	737	–	–	0.09%	136
2024 Q3	$1.16M	Hold	737	–	–	0.08%	149
2024 Q2	$1.16M	Hold	737	–	–	0.09%	143
2024 Q1	$1.12M	Hold	737	–	–	0.09%	149
2023 Q4	$1.05M	Hold	737	–	–	0.09%	152
2023 Q3	$1.09M	Hold	737	–	–	0.11%	140
2023 Q2	$1.02M	Hold	737	–	–	0.1%	138
2023 Q1	$941K	Hold	737	–	–	0.1%	140
2022 Q4	$971K	Hold	737	–	–	0.11%	133
2022 Q3	$799	Hold	737	–	–	0.08%	140
2022 Q2	$953K	Hold	737	–	–	0.11%	139
2022 Q1	$1.09M	Hold	737	–	–	0.11%	130
2021 Q4	$909K	Hold	737	–	–	0.1%	144
2021 Q3	$881K	Hold	737	–	–	0.1%	140
2021 Q2	$875K	Hold	737	–	–	0.1%	141
2021 Q1	$840K	Buy	737 +59	+9%	+$67.2K	0.1%	138
2020 Q4	$701K	Hold	678	–	–	0.09%	145
2020 Q3	$660K	Hold	678	–	–	0.18%	68
2020 Q2	$626K	Hold	678	–	–	0.18%	71
2020 Q1	$629K	Hold	678	–	–	0.24%	64
2019 Q4	$775K	Hold	678	–	–	0.25%	70
2019 Q3	$801K	Hold	678	–	–	0.28%	65
2019 Q2	$739K	Hold	678	–	–	0.38%	53
2019 Q1	$675K	Hold	678	–	–	0.39%	51
2018 Q4	$704K	Buy	+678	New	+$704K	0.59%	41