Markel Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Markel Corporation (MKL) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Markel Corporation
Tip: Access up to 7 years of quarterly data
All positions including Markel Corporation held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Markel Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 194 | 1911.36 |
| 2025-06-30 | $388k | 194 | 1997.36 |
| 2025-03-31 | $363k | 194 | 1869.61 |
| 2024-12-31 | $337k | 195 | 1726.23 |
| 2024-09-30 | $304k | 194 | 1568.58 |
| 2024-06-30 | $306k | 194 | 1575.66 |
| 2024-03-31 | $295k | 194 | 1521.48 |
| 2023-12-31 | $276k | 194 | 1419.90 |
| 2023-09-30 | $286k | 194 | 1472.49 |
| 2023-06-30 | $253k | 183 | 1383.18 |
| 2023-03-31 | $212k | 166 | 1277.41 |