Winthrop Advisory Group’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	$653K	Hold	327	–	–	0.06%	84
2025 Q1	$611K	Hold	327	–	–	0.07%	77
2024 Q4	$564K	Hold	327	–	–	0.07%	89
2024 Q3	$513K	Hold	327	–	–	0.06%	85
2024 Q2	$515K	Hold	327	–	–	0.07%	81
2024 Q1	$498K	Hold	327	–	–	0.07%	83
2023 Q4	$464K	Hold	327	–	–	0.07%	81
2023 Q3	$482K	Hold	327	–	–	0.08%	75
2023 Q2	$452K	Hold	327	–	–	0.07%	81
2023 Q1	$418K	Hold	327	–	–	0.07%	80
2022 Q4	$431K	Hold	327	–	–	0.08%	75
2022 Q3	$355K	Hold	327	–	–	0.08%	73
2022 Q2	$423K	Hold	327	–	–	0.1%	68
2022 Q1	$482K	Hold	327	–	–	0.1%	73
2021 Q4	$404K	Hold	327	–	–	0.08%	80
2021 Q3	$391K	Hold	327	–	–	0.09%	78
2021 Q2	$388K	Hold	327	–	–	0.09%	80
2021 Q1	$373K	Hold	327	–	–	0.09%	77
2020 Q4	$338K	Sell	327 -14	-4%	-$14.5K	0.09%	86
2020 Q3	$332K	Hold	341	–	–	0.1%	76
2020 Q2	$312K	Buy	341 +10	+3%	+$9.15K	0.11%	67
2020 Q1	$307K	Hold	331	–	–	0.12%	59
2019 Q4	$378K	Hold	331	–	–	0.14%	62
2019 Q3	$391K	Hold	331	–	–	0.15%	57
2019 Q2	$361K	Hold	331	–	–	0.15%	59
2019 Q1	$329K	Hold	331	–	–	0.14%	64
2018 Q4	$344K	Hold	331	–	–	0.17%	50
2018 Q3	$393K	Hold	331	–	–	0.22%	50
2018 Q2	$359K	Hold	331	–	–	0.24%	48
2018 Q1	$383K	Hold	331	–	–	0.27%	51
2017 Q4	$366K	Buy	+331	New	+$366K	0.26%	53