SWP
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Sagespring Wealth Partners’s Markel Group MKL Stock Holding History

Sagespring Wealth Partners’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$278K Sell
139
-11
-7% -$22K 0.01% 602
2025
Q1 		$280K Buy
150
+15
+11% +$28K 0.01% 538
2024
Q4 		$233K Buy
+135
New +$233K 0.01% 549