Blue Zone Wealth Advisors, LLC MKL Holdings History
Blue Zone Wealth Advisors, LLC's Markel Group Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 3,659.00 shares of Markel Group Inc(MKL), totaling $6.84 Mil. This investment constitutes 1.9% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.03% of the outstanding Markel Group Inc(MKL) stock.
The initial trade took place in 2021Q1. And since then Blue Zone Wealth Advisors, LLC has made 14 purchases of MKL, at an average price of $1,372.83, for a total of 4,307.00 shares. In addition, there have been 3 sales at an average price of $1,469.11 for 648.00 shares. Based on historical transaction data and MKL's current price of $2031.80, Blue Zone Wealth Advisors, LLC's estimated gain on his MKL holdings is $2.47 Mil, reflecting a 41.83% gain to date.
Blue Zone Wealth Advisors, LLC MKL ($2031.80) Holding Chart
Blue Zone Wealth Advisors, LLC MKL ($2031.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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