A detailed history of Heartwood Wealth Advisors LLC transactions in Markel Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 194 shares of MKL stock, worth $302,164. This represents 0.04% of its overall portfolio holdings.

Number of Shares
194
Previous 194 -0.0%
Holding current value
$302,164
Previous $295,000 3.39%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 17, 2023

BUY
$1365.16 - $1543.95 $15,016 - $16,983
11 Added 6.01%
194 $285,000
Q2 2023

Jul 19, 2023

BUY
$1294.3 - $1383.18 $22,003 - $23,514
17 Added 10.24%
183 $253,000
Q1 2023

Apr 14, 2023

BUY
$1191.46 - $1440.27 $197,782 - $239,084
166 New
166 $212,000

Others Institutions Holding MKL

About MARKEL CORP


  • Ticker MKL
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 13,525,400
  • Market Cap $21.1B
  • 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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