Steward Partners Investment Advisory’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.48M | Buy |
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|
2025
Q2 | $5.35M | Buy |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.51M | Buy |
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $442K | Buy |
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|
2023
Q2 | $217K | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $158K | Sell |
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|
2022
Q3 | $146K | Sell |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $105K | Sell |
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|
2021
Q2 | $139K | Buy |
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|
2021
Q1 | $13.7K | Sell |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $31K | Sell |
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|
2019
Q2 | $40K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $23K | Buy |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $13K | Buy |
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|
2017
Q2 | $9K | Buy |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Buy |
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