Spire Wealth Management’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
$41.9K Sell
21
-2
-9% -$4K ﹤0.01% 1268
2025
Q1
$43K Sell
23
-5
-18% -$9.35K ﹤0.01% 1333
2024
Q4
$48.3K Hold
28
﹤0.01% 1297
2024
Q3
$43.9K Sell
28
-361
-93% -$566K ﹤0.01% 1171
2024
Q2
$613K Sell
389
-6
-2% -$9.45K 0.02% 446
2024
Q1
$601K Sell
395
-11
-3% -$16.7K 0.01% 480
2023
Q4
$588K Sell
406
-50
-11% -$72.4K 0.02% 480
2023
Q3
$671K Sell
456
-4
-0.9% -$5.89K 0.03% 416
2023
Q2
$636K Sell
460
-17
-4% -$23.5K 0.02% 439
2023
Q1
$609K Buy
477
+421
+752% +$538K 0.02% 445
2022
Q4
$74K Sell
56
-1
-2% -$1.32K ﹤0.01% 843
2022
Q3
$62K Sell
57
-189
-77% -$206K ﹤0.01% 873
2022
Q2
$318K Buy
246
+43
+21% +$55.6K 0.01% 615
2022
Q1
$299K Sell
203
-566
-74% -$834K 0.01% 726
2021
Q4
$949K Buy
769
+160
+26% +$197K 0.02% 484
2021
Q3
$728K Buy
609
+100
+20% +$120K 0.02% 485
2021
Q2
$604K Buy
509
+139
+38% +$165K 0.02% 560
2021
Q1
$423K Buy
+370
New +$423K 0.01% 724