Purchases and Sales Made in Q3 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 85.71% |
$8.19K - $9.26K
|
13
$23.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$8.19K - $9.26K
|
1.19K
$2.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 1.89% |
$8.19K - $9.26K
|
323
$594K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 2.75% |
$6.83K - $7.72K
|
187
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5+ 0.58% |
$6.83K - $7.72K
|
868
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$9.19K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$9.19K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.98% |
$6.83K - $7.72K
|
513
$943K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 1.14% |
$5.46K - $6.18K
|
354
$651K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
4+ 2.07% |
$5.46K - $6.18K
|
197
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4+ 0.91% |
$5.46K - $6.18K
|
445
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.67% |
$5.46K - $6.18K
|
600
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4+ 1.09% |
$5.46K - $6.18K
|
372
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 57.14% |
$5.46K - $6.18K
|
11
$20.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 2.55% |
$5.46K - $6.18K
|
161
$296K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 8.33% |
$4.1K - $4.63K
|
39
$71.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 3.13% |
$4.1K - $4.63K
|
99
$182K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.49% |
$2.73K - $3.09K
|
407
$748K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$2.73K - $3.09K
|
2
$3.68K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 1.04% |
$2.73K - $3.09K
|
194
$357K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 1.24% |
$2.73K - $3.09K
|
163
$300K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$1.37K - $1.54K
|
3
$5.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 1.41% |
$1.37K - $1.54K
|
72
$132K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$1.37K - $1.54K
|
18
$33.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$1.37K - $1.54K
|
222
$408K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 1.52% |
$1.37K - $1.54K
|
67
$123K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.37K - $1.54K
|
1
$1.84K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$1.37K - $1.54K
|
779
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.94% |
$1.37K - $1.54K
|
107
$197K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 1.45% |
$1.37K - $1.54K
|
70
$129K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 3.45% |
$1.37K - $1.54K
|
28
$51.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.36% |
$1.37K - $1.54K
|
278
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.26% |
$1.37K - $1.54K
|
380
$699K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 20.0% |
$1.37K - $1.54K
|
4
$7.35K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1- 0.43% |
$1.37K - $1.54K
|
229
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1- 4.17% |
$1.37K - $1.54K
|
23
$42.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1- 0.32% |
$1.37K - $1.54K
|
311
$572K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.71% |
$2.73K - $3.09K
|
279
$513K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.97% |
$2.73K - $3.09K
|
205
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 2.78% |
$2.73K - $3.09K
|
70
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2- 0.67% |
$2.73K - $3.09K
|
298
$548K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2- 0.47% |
$2.73K - $3.09K
|
424
$779K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 2.17% |
$2.73K - $3.09K
|
90
$165K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2- 0.08% |
$2.73K - $3.09K
|
2.58K
$4.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-2- 0.77% |
$2.73K - $3.09K
|
257
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2- 1.12% |
$2.73K - $3.09K
|
176
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 1.37% |
$2.73K - $3.09K
|
144
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 3.39% |
$2.73K - $3.09K
|
57
$105K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-3- 0.4% |
$4.1K - $4.63K
|
756
$1.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3- 1.42% |
$4.1K - $4.63K
|
209
$384K
|