Heritage Wealth Advisors Markel Corp Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Markel Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 13,847 shares of MKL stock, worth $22.2 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

13,847

Previous 14,050 1.44%

Holding current value

$22.2 Million

Previous $21.4 Million 2.07%

% of portfolio

1.01%

Previous 0.79%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$1423.66 - $1663.21 $289,002 - $337,631	-203 Reduced 1.44%	13,847 $21.8 Million
Q1 2024 May 08, 2024	SELL	$1395.13 - $1527.35 $530,149 - $580,393	-380 Reduced 2.63%	14,050 $21.4 Million
Q4 2023 Feb 09, 2024	SELL	$1301.3 - $1505.62 $1.25 Million - $1.44 Million	-959 Reduced 6.23%	14,430 $20.5 Million
Q3 2023 Nov 08, 2023	SELL	$1365.16 - $1543.95 $1.04 Million - $1.18 Million	-765 Reduced 4.74%	15,389 $22.7 Million
Q2 2023 Aug 09, 2023	SELL	$1294.3 - $1383.18 $1.3 Million - $1.39 Million	-1,002 Reduced 5.84%	16,154 $22.3 Million
Q1 2023 May 04, 2023	SELL	$1191.46 - $1440.27 $1.75 Million - $2.12 Million	-1,472 Reduced 7.9%	17,156 $21.9 Million
Q4 2022 Feb 06, 2023	SELL	$1120.45 - $1344.96 $720,449 - $864,809	-643 Reduced 3.34%	18,628 $24.5 Million
Q2 2022 Aug 04, 2022	SELL	$1261.21 - $1497.39 $98,374 - $116,796	-78 Reduced 0.4%	19,271 $24.9 Million
Q1 2022 May 11, 2022	SELL	$1186.53 - $1504.21 $2.36 Million - $2.99 Million	-1,988 Reduced 9.32%	19,349 $28.5 Million
Q4 2021 Feb 02, 2022	BUY	$1188.0 - $1330.53 $7.58 Million - $8.49 Million	6,381 Added 42.67%	21,337 $26.3 Million
Q3 2021 Nov 02, 2021	SELL	$1184.0 - $1282.99 $650,016 - $704,361	-549 Reduced 3.54%	14,956 $17.9 Million
Q2 2021 Aug 09, 2021	SELL	$1155.0 - $1248.87 $547,470 - $591,964	-474 Reduced 2.97%	15,505 $18.4 Million
Q2 2021 Jul 27, 2021	BUY	$1155.0 - $1248.87 $19,635 - $21,230	17 Added 0.11%	15,979 $16.5 Million
Q1 2021 Apr 27, 2021	SELL	$943.6 - $1156.17 $16,041 - $19,654	-17 Reduced 0.11%	15,962 $18.2 Million
Q4 2020 Feb 01, 2021	BUY	$932.8 - $1068.74 $1.24 Million - $1.42 Million	1,327 Added 9.06%	15,979 $16.5 Million
Q3 2020 Nov 03, 2020	SELL	$892.91 - $1111.62 $180,367 - $224,547	-202 Reduced 1.36%	14,652 $14.3 Million
Q2 2020 Jul 17, 2020	BUY	$790.45 - $1049.55 $9.11 Million - $12.1 Million	11,520 Added 345.53%	14,854 $13.7 Million
Q2 2020 Jul 17, 2020	SELL	$790.45 - $1049.55 $8.29 Million - $11 Million	-10,491 Reduced 75.88%	3,334 $13.7 Million
Q1 2020 May 05, 2020	SELL	$742.21 - $1341.08 $352,549 - $637,013	-475 Reduced 3.32%	13,825 $12.8 Million
Q4 2019 Feb 04, 2020	SELL	$1102.5 - $1179.77 $855,540 - $915,501	-776 Reduced 5.15%	14,300 $16.3 Million
Q3 2019 Oct 30, 2019	SELL	$1080.02 - $1196.23 $3.58 Million - $3.97 Million	-3,318 Reduced 18.04%	15,076 $17.8 Million
Q2 2019 Aug 05, 2019	SELL	$978.74 - $1095.88 $625,414 - $700,267	-639 Reduced 3.36%	18,394 $0
Q1 2019 May 06, 2019	SELL	$957.49 - $1069.2 $4.06 Million - $4.53 Million	-4,239 Reduced 18.22%	19,033 $0
Q4 2018 Jan 28, 2019	BUY	$954.39 - $1191.73 $4.83 Million - $6.03 Million	5,058 Added 27.77%	23,272 $24.2 Million
Q3 2018 Nov 14, 2018	SELL	$1083.48 - $1218.38 $1.06 Million - $1.19 Million	-977 Reduced 5.09%	18,214 $21.6 Million
Q2 2018 Jul 19, 2018	SELL	$1084.35 - $1165.11 $576,874 - $619,838	-532 Reduced 2.7%	19,191 $20.8 Million
Q1 2018 May 10, 2018	SELL	$1058.06 - $1182.13 $829,519 - $926,789	-784 Reduced 3.82%	19,723 $23.1 Million
Q4 2017 Feb 02, 2018	BUY	$1061.92 - $1147.1 $16.6 Million - $17.9 Million	15,586 Added 316.72%	20,507 $23.4 Million
Q3 2017 Nov 07, 2017	BUY	$1007.76 - $1086.44 $4.96 Million - $5.35 Million	4,921	4,921 $5.26 Million

Others Institutions Holding MKL

# of Institutions

853

Shares Held

10.5M

Call Options Held

16K

Put Options Held

40.4K

View Full List

About MARKEL CORP

Ticker MKL
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 13,525,400
Market Cap $21.7B
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...

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Heritage Wealth Advisors Markel Corp Transaction History