Smith Salley Wealth Management’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	$17.6M	Buy	9,172 +70	+0.8%	+$142K	0.88%	34
2025 Q4	$19.6M	Sell	9,102 -123	-1%	-$249K	0.97%	30
2025 Q3	$17.6M	Sell	9,225 -118	-1%	-$231K	0.91%	35
2025 Q2	$18.7M	Buy	9,343 +165	+2%	+$309K	1.08%	29
2025 Q1	$17.2M	Buy	9,178 +54	+0.6%	+$99.3K	1.12%	29
2024 Q4	$15.8M	Buy	9,124 +69	+0.8%	+$114K	1.01%	35
2024 Q3	$14.2M	Buy	9,055 +200	+2%	+$313K	0.93%	35
2024 Q2	$14M	Buy	8,855 +541	+7%	+$840K	1%	35
2024 Q1	$12.6M	Buy	8,314 +563	+7%	+$826K	0.98%	38
2023 Q4	$11M	Buy	7,751 +310	+4%	+$440K	0.71%	46
2023 Q3	$11M	Sell	7,441 -2,726	-27%	-$3.99M	0.81%	41
2023 Q2	$14.1M	Buy	10,167 +7	+0.1%	+$9.39K	1.04%	35
2023 Q1	$13M	Buy	10,160 +244	+2%	+$324K	1.03%	35
2022 Q4	$13.1M	Buy	9,916 +65	+0.7%	+$80.4K	1.12%	33
2022 Q3	$10.7M	Buy	9,851 +43	+0.4%	+$52.5K	0.99%	36
2022 Q2	$12.7M	Buy	9,808 +380	+4%	+$521K	1.1%	34
2022 Q1	$13.9M	Buy	9,428 +109	+1%	+$141K	1.05%	36
2021 Q4	$11.5M	Buy	9,319 +166	+2%	+$209K	0.81%	41
2021 Q3	$10.9M	Buy	9,153 +99	+1%	+$122K	0.86%	39
2021 Q2	$10.7M	Buy	9,054 +191	+2%	+$229K	0.87%	40
2021 Q1	$10.1M	Buy	8,863 +618	+7%	+$667K	0.91%	41
2020 Q4	$8.52M	Buy	8,245 +2,746	+50%	+$2.74M	0.86%	40
2020 Q3	$5.36M	Buy	5,499 +42	+0.8%	+$42.7K	0.65%	49
2020 Q2	$5.04M	Buy	5,457 +295	+6%	+$268K	0.67%	44
2020 Q1	$4.79M	Buy	5,162 +1,672	+48%	+$1.91M	0.8%	40
2019 Q4	$3.99M	Buy	3,490 +78	+2%	+$88.8K	0.53%	59
2019 Q3	$4.03M	Buy	3,412 +133	+4%	+$151K	0.57%	58
2019 Q2	$3.57M	Buy	3,279 +132	+4%	+$138K	0.54%	58
2019 Q1	$3.13M	Buy	3,147 +466	+17%	+$473K	0.5%	63
2018 Q4	$2.78M	Sell	2,681 -350	-12%	-$383K	0.51%	65
2018 Q3	$3.6M	Buy	3,031 +84	+3%	+$98.9K	0.57%	60
2018 Q2	$3.19M	Buy	+2,947	New	+$3.33M	0.55%	62