RKL 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	$1.55M	Hold	778	–	–	0.14%	75
2025 Q1	$1.45M	Hold	778	–	–	0.14%	78
2024 Q4	$1.34M	Hold	778	–	–	0.12%	82
2024 Q3	$1.22M	Hold	778	–	–	0.11%	78
2024 Q2	$1.23M	Hold	778	–	–	0.12%	74
2024 Q1	$1.18M	Hold	778	–	–	0.12%	75
2023 Q4	$1.1M	Sell	778 -1	-0.1%	-$1.42K	0.12%	79
2023 Q3	$1.15M	Buy	779 +1	+0.1%	+$1.47K	0.14%	69
2023 Q2	$1.08M	Hold	778	–	–	0.13%	75
2023 Q1	$994K	Hold	778	–	–	0.13%	79
2022 Q4	$1.03M	Hold	778	–	–	0.14%	76
2022 Q3	$844K	Hold	778	–	–	0.12%	82
2022 Q2	$1.01M	Hold	778	–	–	0.14%	79
2022 Q1	$1.15M	Hold	778	–	–	0.14%	81
2021 Q4	$960K	Hold	778	–	–	0.11%	79
2021 Q3	$930K	Hold	778	–	–	0.12%	80
2021 Q2	$923K	Hold	778	–	–	0.12%	80
2021 Q1	$887K	Hold	778	–	–	0.12%	82
2020 Q4	$804K	Hold	778	–	–	0.11%	82
2020 Q3	$758K	Hold	778	–	–	0.12%	81
2020 Q2	$718K	Sell	778 -2	-0.3%	-$1.85K	0.12%	80
2020 Q1	$724K	Buy	780 +25	+3%	+$23.2K	0.15%	73
2019 Q4	$863K	Buy	755 +2	+0.3%	+$2.29K	0.15%	80
2019 Q3	$890K	Sell	753 -2	-0.3%	-$2.36K	0.17%	79
2019 Q2	$823K	Hold	755	–	–	0.15%	81
2019 Q1	$752K	Hold	755	–	–	0.15%	87
2018 Q4	$784K	Hold	755	–	–	0.18%	79
2018 Q3	$897K	Sell	755 -4	-0.5%	-$4.75K	0.19%	81
2018 Q2	$823K	Hold	759	–	–	0.19%	82
2018 Q1	$888K	Hold	759	–	–	0.21%	83
2017 Q4	$864K	Hold	759	–	–	0.21%	83
2017 Q3	$810K	Hold	759	–	–	0.23%	87
2017 Q2	$741K	Buy	759 +160	+27%	+$156K	0.24%	92
2017 Q1	$584K	Buy	+599	New	+$584K	0.24%	69