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MARKEL GROUP INC. LPLA Position History
LPL Financial Holdings Inc. • Financial Services
Quarters held
30
Latest value
$172.4M
Q3 2026
Peak value
$203.4M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $463K |
| Q1 2023 | $3.5M |
| Q2 2023 | $498K |
| Q2 2023 | $27.1M |
| Q3 2023 | $544K |
| Q3 2023 | $71.1M |
| Q4 2023 | $521K |
| Q4 2023 | $96.5M |
| Q1 2024 | $605K |
| Q1 2024 | $119.4M |
| Q2 2024 | $639K |
| Q2 2024 | $133.9M |
| Q3 2024 | $532K |
| Q3 2024 | $120.5M |
| Q4 2024 | $747K |
| Q4 2024 | $173.1M |
| Q1 2025 | $749K |
| Q1 2025 | $175.6M |
| Q2 2025 | $858K |
| Q2 2025 | $203.4M |
| Q3 2025 | $762K |
| Q3 2025 | $183.3M |
| Q4 2025 | $818K |
| Q4 2025 | $199.2M |
| Q1 2026 | $689K |
| Q1 2026 | $167.8M |
| Q2 2026 | $645K |
| Q2 2026 | $157.1M |
| Q3 2026 | $700K |
| Q3 2026 | $172.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $172.4M | 563.8K | — | — |
| Q3 2026 | $700K | 2.3K | — | — |
| Q2 2026 | $157.1M | 557.7K | — | — |
| Q2 2026 | $645K | 2.3K | — | — |
| Q1 2026 | $167.8M | 557.7K | — | — |
| Q1 2026 | $689K | 2.3K | — | — |
| Q4 2025 | $199.2M | 557.7K | — | — |
| Q4 2025 | $818K | 2.3K | — | — |
| Q3 2025 | $183.3M | 551.0K | — | — |
| Q3 2025 | $762K | 2.3K | — | — |
| Q2 2025 | $203.4M | 542.3K | — | — |
| Q2 2025 | $858K | 2.3K | — | — |
| Q1 2025 | $175.6M | 536.8K | — | — |
| Q1 2025 | $749K | 2.3K | — | — |
| Q4 2024 | $173.1M | 530.1K | — | — |
| Q4 2024 | $747K | 2.3K | — | — |
| Q3 2024 | $120.5M | 518.1K | — | — |
| Q3 2024 | $532K | 2.3K | — | — |
| Q2 2024 | $133.9M | 479.5K | — | — |
| Q2 2024 | $639K | 2.3K | — | — |
| Q1 2024 | $119.4M | 452.0K | — | — |
| Q1 2024 | $605K | 2.3K | — | — |
| Q4 2023 | $96.5M | 424.1K | — | — |
| Q4 2023 | $521K | 2.3K | — | — |
| Q3 2023 | $71.1M | 299.0K | — | — |
| Q3 2023 | $544K | 2.3K | — | — |
| Q2 2023 | $27.1M | 124.8K | — | — |
| Q2 2023 | $498K | 2.3K | — | — |
| Q1 2023 | $3.5M | 17.4K | — | — |
| Q1 2023 | $463K | 2.3K | — | — |
Other funds holding LPLA
$2.9B
$2.7B
$2.5B
$2.3B
$1.4B
$1.3B
$1.2B
$1.1B