Sequoia Financial Advisors’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 | $3.05M | Buy |
1,527
+13
| +0.9% | +$26K | 0.02% | 377 |
|
|
2025
Q1 | $2.83M | Sell |
1,514
-103
| -6% | -$193K | 0.02% | 370 |
|
|
2024
Q4 | $2.79M | Buy |
1,617
+50
| +3% | +$86.3K | 0.03% | 338 |
|
|
2024
Q3 | $2.46M | Buy |
1,567
+608
| +63% | +$954K | 0.03% | 333 |
|
|
2024
Q2 | $1.51M | Buy |
959
+15
| +2% | +$23.6K | 0.02% | 390 |
|
|
2024
Q1 | $1.44M | Buy |
944
+204
| +28% | +$310K | 0.02% | 388 |
|
|
2023
Q4 | $1.05M | Buy |
740
+129
| +21% | +$183K | 0.01% | 512 |
|
|
2023
Q3 | $900K | Sell |
611
-16
| -3% | -$23.6K | 0.02% | 367 |
|
|
2023
Q2 | $867K | Sell |
627
-50
| -7% | -$69.2K | 0.01% | 371 |
|
|
2023
Q1 | $865K | Buy |
677
+40
| +6% | +$51.1K | 0.02% | 339 |
|
|
2022
Q4 | $839K | Buy |
637
+431
| +209% | +$568K | 0.02% | 327 |
|
|
2022
Q3 | $223K | Sell |
206
-5
| -2% | -$5.41K | 0.01% | 465 |
|
|
2022
Q2 | $273K | Buy |
211
+7
| +3% | +$9.06K | 0.01% | 470 |
|
|
2022
Q1 | $301K | Buy |
+204
| New | +$301K | 0.01% | 499 |
|