True Wealth Design, LLC Markel Corp Transaction History

True Wealth Design, LLC

$256 Billion
Q3 2024

A detailed history of True Wealth Design, LLC transactions in Markel Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 10 shares of MKL stock, worth $17,101. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$17,101

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$1494.55 - $1645.69 $14,945 - $16,456	10 New	10 $15.7 Million
Q1 2023 May 12, 2023	BUY	$1191.46 - $1440.27 $2,382 - $2,880	2 New	2 $2.56 Million

Others Institutions Holding MKL

# of Institutions

846

Shares Held

10.2M

Call Options Held

19.9K

Put Options Held

20.1K

Vanguard Group Inc Valley Forge, PA

1.16M
Shares

$1.98 Billion
0.03% of portfolio
Black Rock Inc. New York, NY

750K
Shares

$1.28 Billion
0.03% of portfolio
Principal Financial Group Inc Des Moines, IA

548K
Shares

$937 Million
0.5% of portfolio
Morgan Stanley New York, NY

522K
Shares

$893 Million
0.06% of portfolio
Atlanta Capital Management CO L L C Atlanta, GA

401K
Shares

$686 Million
1.94% of portfolio

View Full List

About MARKEL CORP

Ticker MKL
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 13,525,400
Market Cap $23.1B
Description
Markel Corporation, a diverse financial holding company, markets and underwrites specialty insurance products in the United States, Bermuda, the United Kingdom, rest of Europe, Canada, the Asia Pacific, and the Middle East. Its Insurance segment offers general and professional liability, personal lines, marine and energy, specialty programs, and...

More about MKL

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