Venturi 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 | $1M | Buy |
503
+100
| +25% | +$200K | 0.05% | 200 |
|
|
2025
Q1 | $753K | Buy |
403
+60
| +17% | +$112K | 0.04% | 242 |
|
|
2024
Q4 | $592K | Hold |
343
| – | – | 0.03% | 303 |
|
|
2024
Q3 | $538K | Buy |
343
+10
| +3% | +$15.7K | 0.03% | 283 |
|
|
2024
Q2 | $525K | Sell |
333
-6
| -2% | -$9.45K | 0.03% | 277 |
|
|
2024
Q1 | $516K | Buy |
339
+17
| +5% | +$25.9K | 0.03% | 265 |
|
|
2023
Q4 | $457K | Buy |
322
+95
| +42% | +$135K | 0.03% | 268 |
|
|
2023
Q3 | $334K | Buy |
227
+200
| +741% | +$294K | 0.03% | 282 |
|
|
2023
Q2 | $37.3K | Hold |
27
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $34.5K | Buy |
+27
| New | +$34.5K | ﹤0.01% | 520 |
|