SIMA Wealth Partners’s Markel Group MKL Stock Holding History

SIMA Wealth Partners’s Portfolio MKL Stock Details MKL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30.6K	Hold
2025 Q4	$34.4K	Hold
2025 Q3	$30.6K	Hold
2025 Q2	$32K	Hold
2025 Q1	$29.9K	Hold
2024 Q4	$27.6K	Hold
2024 Q3	$25.1K	Hold
2024 Q2	$25.2K	Buy