Purchases and Sales Made in Q1 2024 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10+ 0.77% |
$14K - $15.3K
|
1.31K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 23.81% |
$14K - $15.3K
|
52
$95.6K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 2.6% |
$14K - $15.3K
|
394
$724K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 1.95% |
$14K - $15.3K
|
523
$961K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 4.57% |
$12.6K - $13.7K
|
206
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
9+ 4.5% |
$12.6K - $13.7K
|
209
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
8+ 3.45% |
$11.2K - $12.2K
|
240
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 2.52% |
$11.2K - $12.2K
|
326
$599K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 6.56% |
$11.2K - $12.2K
|
130
$239K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7New |
$9.77K - $10.7K
|
7
$12.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 0.96% |
$9.77K - $10.7K
|
734
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 2.36% |
$9.77K - $10.7K
|
304
$559K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6New |
$8.37K - $9.16K
|
6
$11K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6+ 1.18% |
$8.37K - $9.16K
|
516
$948K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6New |
$8.37K - $9.16K
|
6
$11K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.92% |
$6.98K - $7.64K
|
551
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5+ 1.16% |
$6.98K - $7.64K
|
437
$803K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.19K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.19K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5+ 1.98% |
$6.98K - $7.64K
|
258
$474K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.19K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 2.67% |
$6.98K - $7.64K
|
192
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
5+ 1.93% |
$6.98K - $7.64K
|
264
$485K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.19K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 2.33% |
$6.98K - $7.64K
|
220
$404K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.19K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4New |
$5.58K - $6.11K
|
4
$7.35K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 1.53% |
$5.58K - $6.11K
|
265
$487K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4+ 1.3% |
$5.58K - $6.11K
|
311
$572K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 5.26% |
$4.19K - $4.58K
|
60
$110K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3New |
$4.19K - $4.58K
|
3
$5.51K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.03% |
$4.19K - $4.58K
|
8.66K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 1.59% |
$4.19K - $4.58K
|
192
$353K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.86% |
$4.19K - $4.58K
|
353
$649K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$4.19K - $4.58K
|
3
$5.51K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 60.0% |
$4.19K - $4.58K
|
8
$14.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 8.11% |
$4.19K - $4.58K
|
40
$73.5K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3New |
$4.19K - $4.58K
|
3
$5.51K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$3.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2+ 0.72% |
$2.79K - $3.05K
|
280
$515K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$3.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.37% |
$2.79K - $3.05K
|
543
$998K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 1.08% |
$2.79K - $3.05K
|
188
$346K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$3.68K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2+ 20.0% |
$2.79K - $3.05K
|
12
$22.1K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 2.82% |
$2.79K - $3.05K
|
73
$134K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.26% |
$2.79K - $3.05K
|
758
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2+ 0.34% |
$2.79K - $3.05K
|
584
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.03% |
$2.79K - $3.05K
|
6.22K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$3.68K
|