Wealthspire Advisors (New York)’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 | $374K | Sell |
187
-89
| -32% | -$178K | ﹤0.01% | 608 |
|
|
2025
Q1 | $516K | Buy |
276
+10
| +4% | +$18.7K | ﹤0.01% | 506 |
|
|
2024
Q4 | $459K | Buy |
266
+104
| +64% | +$180K | ﹤0.01% | 533 |
|
|
2024
Q3 | $254K | Buy |
162
+34
| +27% | +$53.3K | ﹤0.01% | 661 |
|
|
2024
Q2 | $202K | Buy |
+128
| New | +$202K | ﹤0.01% | 624 |
|
|
2021
Q4 | – | Sell |
-399
| Closed | -$477K | – | 593 |
|
|
2021
Q3 | $477K | Buy |
+399
| New | +$477K | 0.01% | 363 |
|