Steward Partners Investment Advisory, LLC Markel Corp Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Markel Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,199 shares of MKL stock, worth $2.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,199

Previous 1,160 3.36%

Holding current value

$2.24 Million

Previous $1.82 Million 13.81%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$1542.01 - $1785.11 $60,138 - $69,619	39 Added 3.36%	1,199 $2.07 Million
Q3 2024 Nov 14, 2024	BUY	$1494.55 - $1645.69 $304,888 - $335,720	204 Added 21.34%	1,160 $1.82 Million
Q2 2024 Aug 08, 2024	BUY	$1423.66 - $1663.21 $431,368 - $503,952	303 Added 46.4%	956 $1.51 Million
Q1 2024 May 15, 2024	BUY	$1395.13 - $1527.35 $281,816 - $308,524	202 Added 44.79%	653 $993,000
Q4 2023 Feb 12, 2024	BUY	$1301.3 - $1505.62 $196,496 - $227,348	151 Added 50.33%	451 $640,000
Q3 2023 Nov 13, 2023	BUY	$1365.16 - $1543.95 $195,217 - $220,784	143 Added 91.08%	300 $441,000
Q2 2023 Aug 14, 2023	SELL	$1294.3 - $1383.18 $2,588 - $2,766	-2 Reduced 1.26%	157 $217,000
Q1 2023 May 15, 2023	BUY	$1191.46 - $1440.27 $46,466 - $56,170	39 Added 32.5%	159 $203,000
Q4 2022 Feb 15, 2023	SELL	$1120.45 - $1344.96 $16,806 - $20,174	-15 Reduced 11.11%	120 $157,000
Q3 2022 Nov 10, 2022	SELL	$1069.89 - $1321.87 $8,559 - $10,574	-8 Reduced 5.59%	135 $146,000
Q2 2022 Aug 04, 2022	SELL	$1261.21 - $1497.39 $41,619 - $49,413	-33 Reduced 18.75%	143 $185,000
Q1 2022 May 02, 2022	BUY	$1186.53 - $1504.21 $91,362 - $115,824	77 Added 77.78%	176 $260,000
Q4 2021 Feb 08, 2022	BUY	$1188.0 - $1330.53 $13,068 - $14,635	11 Added 12.5%	99 $122,000
Q3 2021 Nov 12, 2021	SELL	$1184.0 - $1282.99 $34,336 - $37,206	-29 Reduced 24.79%	88 $105,000
Q2 2021 Aug 13, 2021	BUY	$1155.0 - $1248.87 $121,275 - $131,131	105 Added 875.0%	117 $139,000
Q1 2021 May 14, 2021	SELL	$943.6 - $1156.17 $7,548 - $9,249	-8 Reduced 40.0%	12 $13,000
Q4 2020 Feb 11, 2021	BUY	$932.8 - $1068.74 $3,731 - $4,274	4 Added 25.0%	20 $21,000
Q3 2020 Oct 30, 2020	BUY	$892.91 - $1111.62 $4,464 - $5,558	5 Added 45.45%	16 $16,000
Q2 2020 Aug 06, 2020	BUY	$790.45 - $1049.55 $2,371 - $3,148	3 Added 37.5%	11 $10,000
Q1 2020 Apr 29, 2020	SELL	$742.21 - $1341.08 $14,101 - $25,480	-19 Reduced 70.37%	8 $7,000
Q3 2019 Oct 30, 2019	SELL	$1080.02 - $1196.23 $10,800 - $11,962	-10 Reduced 27.03%	27 $31,000
Q2 2019 Jul 25, 2019	BUY	$978.74 - $1095.88 $36,213 - $40,547	37 New	37 $40,000
Q4 2018 Jan 15, 2019	SELL	$954.39 - $1191.73 $18,133 - $22,642	-19 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$1083.48 - $1218.38 $6,500 - $7,310	6 Added 46.15%	19 $23,000
Q3 2017 Nov 22, 2017	BUY	$1007.76 - $1086.44 $3,023 - $3,259	3 Added 30.0%	13 $13,000
Q2 2017 Nov 22, 2017	BUY	N/A	2 Added 25.0%	10 $9,000
Q4 2016 Nov 22, 2017	BUY	N/A	8	8 $7,000

Others Institutions Holding MKL

# of Institutions

887

Shares Held

10.3M

Call Options Held

61.7K

Put Options Held

20.4K

View Full List

About MARKEL CORP

Ticker MKL
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 13,525,400
Market Cap $25.3B
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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Steward Partners Investment Advisory, LLC Markel Corp Transaction History