Heartwood Wealth Advisors LLC Markel Corp Transaction History
Heartwood Wealth Advisors LLC
- $879 Million
- Q4 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Markel Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 195 shares of MKL stock, worth $362,727. This represents 0.04% of its overall portfolio holdings.
Number of Shares
195
Previous 194
0.52%
Holding current value
$362,727
Previous $304,000
10.53%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding MKL
# of Institutions
855Shares Held
10.3MCall Options Held
19.9KPut Options Held
20.1K-
Vanguard Group Inc Valley Forge, PA1.16MShares$2.15 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY750KShares$1.4 Billion0.03% of portfolio
-
Principal Financial Group Inc Des Moines, IA548KShares$1.02 Billion0.55% of portfolio
-
Morgan Stanley New York, NY522KShares$971 Million0.06% of portfolio
-
Atlanta Capital Management CO L L C Atlanta, GA401KShares$746 Million1.94% of portfolio
About MARKEL CORP
- Ticker MKL
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 13,525,400
- Market Cap $25.2B
- 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...