A detailed history of Wealth Plan Investment Management, LLC transactions in Markel Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 414 shares of MKL stock, worth $724,500. This represents 0.07% of its overall portfolio holdings.

Number of Shares
414
Previous 393 5.34%
Holding current value
$724,500
Previous $619,000 4.85%
% of portfolio
0.07%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$1494.55 - $1645.69 $31,385 - $34,559
21 Added 5.34%
414 $649,000
Q2 2024

Aug 09, 2024

BUY
$1423.66 - $1663.21 $226,361 - $264,450
159 Added 67.95%
393 $619,000
Q1 2024

May 16, 2024

SELL
$1395.13 - $1527.35 $29,297 - $32,074
-21 Reduced 8.24%
234 $356,000
Q3 2023

Nov 15, 2023

BUY
$1365.16 - $1543.95 $348,115 - $393,707
255 New
255 $375,000
Q2 2023

Aug 14, 2023

SELL
$1294.3 - $1383.18 $286 Million - $306 Million
-220,967 Reduced 99.95%
112 $154,000
Q2 2023

Jul 25, 2023

BUY
$1294.3 - $1383.18 $286 Million - $305 Million
220,824 Added 86597.65%
221,079 $306 Million
Q1 2023

May 08, 2023

SELL
$1191.46 - $1440.27 $23,829 - $28,805
-20 Reduced 7.27%
255 $325,000
Q4 2022

Feb 15, 2023

SELL
$1120.45 - $1344.96 $5,602 - $6,724
-5 Reduced 1.79%
275 $362,000
Q3 2022

Dec 12, 2022

SELL
$1069.89 - $1321.87 $9,629 - $11,896
-9 Reduced 3.11%
280 $362,000
Q1 2022

Sep 07, 2022

BUY
$1186.53 - $1504.21 $342,907 - $434,716
289 New
289 $391,000

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 $23.7B
  • 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...
More about MKL
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