Traphagen Investment Advisors’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 | $364K | Hold |
182
| – | – | 0.03% | 135 |
|
|
2025
Q1 | $340K | Sell |
182
-6
| -3% | -$11.2K | 0.04% | 132 |
|
|
2024
Q4 | $325K | Hold |
188
| – | – | 0.03% | 131 |
|
|
2024
Q3 | $295K | Hold |
188
| – | – | 0.03% | 134 |
|
|
2024
Q2 | $296K | Hold |
188
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $286K | Hold |
188
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $267K | Sell |
188
-27
| -13% | -$38.3K | 0.03% | 137 |
|
|
2023
Q3 | $317K | Sell |
215
-1
| -0.5% | -$1.47K | 0.04% | 114 |
|
|
2023
Q2 | $299K | Hold |
216
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $276K | Buy |
+216
| New | +$276K | 0.04% | 131 |
|