Waverly 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 | $1.32M | Buy |
660
+4
| +0.6% | +$7.99K | 0.01% | 563 |
|
|
2025
Q1 | $1.23M | Buy |
656
+97
| +17% | +$181K | 0.02% | 568 |
|
|
2024
Q4 | $965K | Buy |
559
+38
| +7% | +$65.6K | 0.01% | 517 |
|
|
2024
Q3 | $817K | Hold |
521
| – | – | 0.02% | 481 |
|
|
2024
Q2 | $821K | Buy |
521
+2
| +0.4% | +$3.15K | 0.02% | 468 |
|
|
2024
Q1 | $790K | Sell |
519
-44
| -8% | -$66.9K | 0.02% | 404 |
|
|
2023
Q4 | $799K | Buy |
563
+420
| +294% | +$596K | 0.03% | 242 |
|
|
2023
Q3 | $211K | Buy |
+143
| New | +$211K | 0.01% | 380 |
|