Waverly Advisors’s Markel Group MKL Stock Holding History

Waverly Advisors’s Portfolio MKL Stock Details MKL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.26M	Buy
2025 Q2	$1.32M	Buy
2025 Q1	$1.23M	Buy
2024 Q4	$965K	Buy
2024 Q3	$817K	Hold
2024 Q2	$821K	Buy
2024 Q1	$790K	Sell
2023 Q4	$799K	Buy
2023 Q3	$211K	Buy