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Heritage Wealth Advisors
> MKL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | MARKEL GROUP INC. | MKL | 16,154 | -2,474 | 22,343,890,000 | -2,198,314,000 | $1,383,180.02 |
| 12/31/2022 | MARKEL GROUP INC. | MKL | 18,628 | -643 | 24,542,204,000 | 24,521,310,000 | $1,317,490.02 |
| 09/30/2022 | MARKEL GROUP INC. | MKL | 19,271 | 0 | 20,894,000 | -4,028,000 | $1,084.22 |
| 06/30/2022 | MARKEL GROUP INC. | MKL | 19,271 | -78 | 24,922,000 | -3,622,000 | $1,293.24 |
| 03/31/2022 | MARKEL GROUP INC. | MKL | 19,349 | -1,988 | 28,544,000 | 2,214,000 | $1,475.22 |
| 12/31/2021 | MARKEL GROUP INC. | MKL | 21,337 | 6,381 | 26,330,000 | 8,455,636 | $1,234.01 |
| 09/30/2021 | MARKEL GROUP INC. | MKL | 14,956 | -549 | 17,874,364 | -525,575 | $1,195.13 |
| 06/30/2021 | MARKEL GROUP INC. | MKL | 15,505 | -474 | 18,399,939 | 1,888,939 | $1,186.71 |
| 12/31/2020 | MARKEL GROUP INC. | MKL | 15,979 | 1,327 | 16,511,000 | 2,244,348 | $1,033.29 |
| 09/30/2020 | MARKEL GROUP INC. | MKL | 14,652 | -202 | 14,266,652 | 553,885 | $973.70 |
| 06/30/2020 | MARKEL GROUP INC. | MKL | 3,334 | -10,491 | 13,712,000 | 883,921 | $4,112.78 |
| 03/31/2020 | MARKEL GROUP INC. | MKL | 13,825 | -475 | 12,828,079 | -3,519,252 | $927.89 |
| 12/31/2019 | MARKEL GROUP INC. | MKL | 14,300 | -776 | 16,347,331 | -1,470,669 | $1,143.17 |
| 09/30/2019 | MARKEL GROUP INC. | MKL | 15,076 | -3,318 | 17,818,000 | -2,224,102 | $1,181.88 |
| 06/30/2019 | MARKEL GROUP INC. | MKL | 18,394 | -639 | 20,042,102 | 1,080,666 | $1,089.60 |
| 03/31/2019 | MARKEL GROUP INC. | MKL | 19,033 | -4,239 | 18,961,436 | -5,195,564 | $996.24 |
| 12/31/2018 | MARKEL GROUP INC. | MKL | 23,272 | 5,058 | 24,157,000 | 2,510,000 | $1,038.03 |
| 09/30/2018 | MARKEL GROUP INC. | MKL | 18,214 | -977 | 21,647,000 | 839,000 | $1,188.48 |
| 06/30/2018 | MARKEL GROUP INC. | MKL | 19,191 | -532 | 20,808,000 | -2,273,000 | $1,084.26 |
| 03/31/2018 | MARKEL GROUP INC. | MKL | 19,723 | -784 | 23,081,000 | -280,000 | $1,170.26 |
| 12/31/2017 | MARKEL GROUP INC. | MKL | 20,507 | 15,586 | 23,361,000 | 18,106,000 | $1,139.17 |
| 09/30/2017 | MARKEL GROUP INC. | MKL | 4,921 | -9 | 5,255,000 | 444,000 | $1,067.87 |
| 06/30/2017 | MARKEL GROUP INC. | MKL | 4,930 | 0 | 4,811,000 | -1,000 | $975.86 |
| 03/31/2017 | MARKEL GROUP INC. | MKL | 4,930 | -353 | 4,812,000 | 32,000 | $976.06 |
| 12/31/2016 | MARKEL GROUP INC. | MKL | 5,283 | 149 | 4,780,000 | 11,000 | $904.79 |
| 09/30/2016 | MARKEL GROUP INC. | MKL | 5,134 | -55 | 4,769,000 | -175,000 | $928.91 |
| 06/30/2016 | MARKEL GROUP INC. | MKL | 5,189 | 5,189 | 4,944,000 | 4,944,000 | $952.78 |
| 03/31/2016 | MARKEL GROUP INC. | MKL | 5,265 | 5,265 | 4,692,000 | 4,692,000 | $891.17 |
| 12/31/2015 | MARKEL GROUP INC. | MKL | 1,255 | -8,399 | 1,108,000 | -6,633,000 | $882.87 |
| 09/30/2015 | MARKEL GROUP INC. | MKL | 9,654 | 8,599 | 7,741,000 | 7,021,000 | $801.84 |
| 06/30/2015 | MARKEL GROUP INC. | MKL | 1,255 | 200 | 1,004,000 | 191,000 | $800.00 |
| 03/31/2015 | MARKEL GROUP INC. | MKL | 1,055 | 0 | 813,000 | 93,000 | $770.62 |
| 12/31/2014 | MARKEL GROUP INC. | MKL | 1,055 | 0 | 720,000 | 48,000 | $682.46 |
| 09/30/2014 | MARKEL GROUP INC. | MKL | 1,055 | 0 | 672,000 | -20,000 | $636.97 |
| 06/30/2014 | MARKEL GROUP INC. | MKL | 1,055 | 0 | 692,000 | 79,000 | $655.92 |
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