TD Private Client Wealth’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 | $3.39M | Buy |
1,695
+55
| +3% | +$110K | 0.08% | 170 |
|
|
2025
Q1 | $3.07M | Buy |
1,640
+758
| +86% | +$1.42M | 0.08% | 170 |
|
|
2024
Q4 | $1.52M | Buy |
882
+47
| +6% | +$81.1K | 0.04% | 273 |
|
|
2024
Q3 | $1.31M | Buy |
835
+80
| +11% | +$125K | 0.04% | 323 |
|
|
2024
Q2 | $1.19M | Sell |
755
-35
| -4% | -$55.1K | 0.04% | 322 |
|
|
2024
Q1 | $1.2M | Buy |
790
+119
| +18% | +$181K | 0.04% | 327 |
|
|
2023
Q4 | $953K | Sell |
671
-16
| -2% | -$22.7K | 0.03% | 336 |
|
|
2023
Q3 | $1.01M | Sell |
687
-234
| -25% | -$345K | 0.04% | 317 |
|
|
2023
Q2 | $1.27M | Sell |
921
-45
| -5% | -$62.2K | 0.06% | 294 |
|
|
2023
Q1 | $1.23M | Buy |
966
+137
| +17% | +$175K | 0.06% | 292 |
|
|
2022
Q4 | $1.09M | Buy |
+829
| New | +$1.09M | 0.05% | 308 |
|