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Schechter Investment Advisors’s Markel Group MKL Stock Holding History

Schechter Investment Advisors’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
Q1 		$221K Sell
118
-14
-11% -$26.2K 0.02% 537
2024
Q4 		$228K Sell
132
-14
-10% -$24.2K 0.02% 548
2024
Q3 		$229K Buy
146
+4
+3% +$6.27K 0.02% 558
2024
Q2 		$224K Sell
142
-5
-3% -$7.88K 0.02% 537
2024
Q1 		$224K Buy
+147
New +$224K 0.02% 560