Markel Group’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$184M Buy
2025
Q2
$204M Buy
2025
Q1
$176M Buy
2024
Q4
$174M Buy
2024
Q3
$121M Buy
2024
Q2
$135M Buy
2024
Q1
$120M Buy
2023
Q4
$97.1M Buy
2023
Q3
$71.6M Buy
2023
Q2
$27.6M Buy
2023
Q1
$3.98M Buy
2022
Q4
$580K Buy