Dougherty Wealth Advisers LLC Markel Corp Transaction History

Dougherty Wealth Advisers LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 14, 2023	SELL	$1191.46 - $1440.27 $17,871 - $21,604	-15 Reduced 48.39%	16 $20,000
Q2 2021 Aug 05, 2021	SELL	$1155.0 - $1248.87 $36,960 - $39,963	-32 Reduced 50.79%	31 $37,000
Q3 2020 Nov 02, 2020	SELL	$892.91 - $1111.62 $14,286 - $17,785	-16 Reduced 20.25%	63 $61,000
Q4 2018 Feb 11, 2019	BUY	$954.39 - $1191.73 $75,396 - $94,146	79 New	79 $80,000

841

10.5M

16K

40.4K

Ticker MKL
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 13,525,400
Market Cap $20.9B
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...

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.