Purchases and Sales Made in Q1 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q1 2023. The information is specifically focused on institutions that hold shares of MARKEL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6+ 1.24% |
$7.15K - $8.64K
|
491
$903K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
6+ 1.03% |
$7.15K - $8.64K
|
591
$1.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 20.0% |
$7.15K - $8.64K
|
36
$66.2K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 17.86% |
$5.96K - $7.2K
|
33
$60.7K
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5+ 2.94% |
$5.96K - $7.2K
|
175
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5New |
$5.96K - $7.2K
|
5
$9.19K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4+ 0.81% |
$4.77K - $5.76K
|
495
$910K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4New |
$4.77K - $5.76K
|
4
$7.35K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
4+ 2.61% |
$4.77K - $5.76K
|
157
$289K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4+ 0.98% |
$4.77K - $5.76K
|
412
$757K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4New |
$4.77K - $5.76K
|
4
$7.35K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4+ 1.49% |
$4.77K - $5.76K
|
272
$500K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$4.77K - $5.76K
|
4
$7.35K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$3.57K - $4.32K
|
3
$5.51K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3New |
$3.57K - $4.32K
|
3
$5.51K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.02% |
$3.57K - $4.32K
|
13.2K
$24.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 9.38% |
$3.57K - $4.32K
|
35
$64.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$3.57K - $4.32K
|
3
$5.51K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$2.38K - $2.88K
|
2
$3.68K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2New |
$2.38K - $2.88K
|
2
$3.68K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$2.38K - $2.88K
|
539
$991K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2+ 0.75% |
$2.38K - $2.88K
|
270
$496K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2+ 0.14% |
$2.38K - $2.88K
|
1.39K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.06% |
$2.38K - $2.88K
|
3.35K
$6.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.07% |
$2.38K - $2.88K
|
2.94K
$5.4M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$2.38K - $2.88K
|
757
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2+ 0.77% |
$2.38K - $2.88K
|
261
$480K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 8.7% |
$2.38K - $2.88K
|
25
$46K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.19K - $1.44K
|
1
$1.84K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$1.19K - $1.44K
|
6
$11K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 3.33% |
$1.19K - $1.44K
|
31
$57K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 2.7% |
$1.19K - $1.44K
|
38
$69.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.75% |
$1.19K - $1.44K
|
58
$107K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 4.55% |
$1.19K - $1.44K
|
23
$42.3K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.29% |
$1.19K - $1.44K
|
346
$636K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1+ 0.13% |
$1.19K - $1.44K
|
776
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.79% |
$1.19K - $1.44K
|
57
$105K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 16.67% |
$1.19K - $1.44K
|
7
$12.9K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$1.19K - $1.44K
|
878
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$1.19K - $1.44K
|
2.73K
$5.01M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-1- 0.05% |
$1.19K - $1.44K
|
1.94K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.48% |
$1.19K - $1.44K
|
208
$382K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 1.96% |
$1.19K - $1.44K
|
50
$91.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-1- 0.13% |
$1.19K - $1.44K
|
781
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.54% |
$1.19K - $1.44K
|
185
$340K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1- 0.18% |
$1.19K - $1.44K
|
564
$1.04M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1- 1.79% |
$1.19K - $1.44K
|
55
$101K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 1.61% |
$1.19K - $1.44K
|
61
$112K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 2.08% |
$1.19K - $1.44K
|
47
$86.4K
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-2- 0.87% |
$2.38K - $2.88K
|
228
$419K
|