Heritage Wealth Advisors Markel Corp Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Markel Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 7,220 shares of MKL stock, worth $13.3 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
7,220
Previous 13,900 48.06%
Holding current value
$13.3 Million
Previous $21.8 Million 42.8%
% of portfolio
0.64%
Previous 1.06%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$1542.01 - $1785.11 $10.3 Million - $11.9 Million
-6,680 Reduced 48.06%
7,220 $12.5 Million
Q3 2024

Nov 12, 2024
BUY
$1494.55 - $1645.69 $79,211 - $87,221
53 Added 0.38%
13,900 $21.8 Million
Q2 2024

Dec 12, 2024
SELL
$1423.66 - $1663.21 $289,002 - $337,631
-203 Reduced 1.44%
13,847 $21.8 Million
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

Dec 12, 2024
SELL
$1395.13 - $1527.35 $530,149 - $580,393
-380 Reduced 2.63%
14,050 $21.4 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

Dec 12, 2024
SELL
$1301.3 - $1505.62 $1.25 Million - $1.44 Million
-959 Reduced 6.23%
14,430 $20.5 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

Dec 12, 2024
SELL
$1365.16 - $1543.95 $1.04 Million - $1.18 Million
-765 Reduced 4.74%
15,389 $22.7 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

Dec 12, 2024
BUY
$1294.3 - $1383.18 $2.92 Million - $3.12 Million
2,254 Added 16.22%
16,154 $22.3 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

Dec 12, 2024
SELL
$1120.45 - $1344.96 $720,449 - $864,809
-643 Reduced 3.34%
18,628 $24.5 Million
Q4 2022

Feb 06, 2023
SELL
$1120.45 - $1344.96 $720,449 - $864,809
-643 Reduced 3.34%
18,628 $24.5 Million
Q3 2022

Dec 12, 2024
BUY
$1069.89 - $1321.87 $5.75 Million - $7.1 Million
5,371 Added 38.64%
19,271 $20.9 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
883
Shares Held
10.4M
Call Options Held
61.7K
Put Options Held
20.4K
View Full List

About MARKEL CORP

MKL Quotes by TradingView
  • Ticker MKL
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 13,525,400
  • Market Cap $24.9B
  • 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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email