A detailed history of Integrated Wealth Concepts LLC transactions in Markel Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 320 shares of MKL stock, worth $493,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares
320
Previous 394 18.78%
Holding current value
$493,443
Previous $599,000 15.86%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$1423.66 - $1663.21 $105,350 - $123,077
-74 Reduced 18.78%
320 $504,000
Q1 2024

May 15, 2024

BUY
$1395.13 - $1527.35 $13,951 - $15,273
10 Added 2.6%
394 $599,000
Q4 2023

Feb 13, 2024

SELL
$1301.3 - $1505.62 $29,929 - $34,629
-23 Reduced 5.65%
384 $545,000
Q3 2023

Nov 15, 2023

BUY
$1365.16 - $1543.95 $2,730 - $3,087
2 Added 0.49%
407 $599,000
Q2 2023

Aug 15, 2023

SELL
$1294.3 - $1383.18 $16,825 - $17,981
-13 Reduced 3.11%
405 $560,000
Q1 2023

May 03, 2023

BUY
$1191.46 - $1440.27 $142,975 - $172,832
120 Added 40.27%
418 $534,000
Q4 2022

Feb 13, 2023

SELL
$1120.45 - $1344.96 $5,602 - $6,724
-5 Reduced 1.65%
298 $393,000
Q3 2022

Nov 14, 2022

BUY
$1069.89 - $1321.87 $14,978 - $18,506
14 Added 4.84%
303 $329,000
Q2 2022

Aug 08, 2022

SELL
$1261.21 - $1497.39 $1,261 - $1,497
-1 Reduced 0.34%
289 $374,000
Q1 2022

May 12, 2022

BUY
$1186.53 - $1504.21 $1,186 - $1,504
1 Added 0.35%
290 $428,000
Q4 2021

Feb 15, 2022

BUY
$1188.0 - $1330.53 $29,700 - $33,263
25 Added 9.47%
289 $357,000
Q3 2021

Nov 15, 2021

BUY
$1184.0 - $1282.99 $312,576 - $338,709
264 New
264 $316,000

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 $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...
More about MKL
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.