Wealthspire Advisors (New York)’s Markel Group MKL Stock Holding History

Wealthspire Advisors (New York)’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	$336K	Sell
2025 Q2	$374K	Sell
2025 Q1	$516K	Buy
2024 Q4	$459K	Buy
2024 Q3	$254K	Buy
2024 Q2	$202K	Buy
2021 Q4	–	Sell
2021 Q3	$477K	Buy