United Capital Financial Advisors’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 | $310K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $438K | Sell |
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|
2023
Q1 | $933K | Buy |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $574K | Buy |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $603K | Buy |
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|
2021
Q1 | $462K | Buy |
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|
2020
Q4 | $408K | Buy |
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|
2020
Q3 | $332K | Sell |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $615K | Buy |
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|
2019
Q3 | $597K | Sell |
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|
2019
Q2 | $783K | Buy |
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|
2019
Q1 | $637K | Buy |
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|
2018
Q4 | $375K | Hold |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $402K | Sell |
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|
2018
Q1 | $752K | Sell |
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|
2017
Q4 | $728K | Sell |
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|
2017
Q3 | $774K | Hold |
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|
2017
Q2 | $707K | Hold |
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|
2017
Q1 | $707K | Sell |
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|
2016
Q4 | $669K | Sell |
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|
2016
Q3 | $711K | Sell |
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|
2016
Q2 | $746K | Hold |
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|
2016
Q1 | $698K | Buy |
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|
2015
Q4 | $644K | Buy |
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|
2015
Q3 | $511K | Buy |
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|
2015
Q2 | $457K | Buy |
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