Venturi Wealth Management’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
$961K Hold
2025
Q2
$1M Buy
2025
Q1
$753K Buy
2024
Q4
$592K Hold
2024
Q3
$538K Buy
2024
Q2
$525K Sell
2024
Q1
$516K Buy
2023
Q4
$457K Buy
2023
Q3
$334K Buy
2023
Q2
$37.3K Hold
2023
Q1
$34.5K Buy