Roehl & Yi 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
2026
Q1
$438K Sell
2025
Q4
$563K Sell
2025
Q3
$503K Sell
2025
Q2
$635K Hold
2025
Q1
$595K Sell
2024
Q4
$551K Buy