Latest Institutional Transactions on Markel Corp (MKL)
This table provides information on the latest institutional transactions involving Markel Corp (MKL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1- 2.63% |
$1.29K - $1.38K
|
37
$67.7K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
91New |
$118K - $126K
|
91
$166K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6+ 2.22% |
$7.77K - $8.3K
|
276
$505K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9New |
$11.6K - $12.4K
|
9
$16.5K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3New |
$3.88K - $4.15K
|
3
$5.49K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-190- 52.05% |
$246K - $263K
|
175
$320K
|
|
Aug 02, 2023
Q2 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
154New |
$199K - $213K
|
154
$282K
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.08K- 84.31% |
$1.39M - $1.49M
|
200
$366K
|
|
Aug 01, 2023
Q2 2023
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
2.08K+ 40.71% |
$2.69M - $2.87M
|
7.18K
$13.1M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.64KNew |
$2.12M - $2.26M
|
1.64K
$2.99M
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-40- 10.53% |
$51.8K - $55.3K
|
340
$622K
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
355New |
$459K - $491K
|
355
$649K
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
155New |
$201K - $214K
|
155
$283K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-20- 62.5% |
$25.9K - $27.7K
|
12
$21.9K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$1.29K - $1.38K
|
1
$1.83K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
146+ 4.55% |
$174K - $210K
|
3.35K
$6.13M
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
330New |
$393K - $475K
|
330
$603K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8Closed |
$9.53K - $11.5K
|
0
$0
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
28+ 14.89% |
$33.4K - $40.3K
|
216
$395K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-59- 56.73% |
$70.3K - $85K
|
45
$82.3K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$3.57K - $4.32K
|
3
$5.49K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
413+ 130.28% |
$492K - $595K
|
730
$1.34M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$3.57K - $4.32K
|
3
$5.49K
|
|
May 17, 2023
Q1 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.8K+ 43.03% |
$2.15M - $2.6M
|
5.99K
$11M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 18.81% |
$71.5K - $86.4K
|
379
$693K
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-1.65K- 70.23% |
$1.96M - $2.38M
|
699
$1.28M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-56- 28.87% |
$66.7K - $80.7K
|
138
$252K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 8.7% |
$2.38K - $2.88K
|
25
$45.7K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
2New |
$2.38K - $2.88K
|
2
$3.66K
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.61K- 80.14% |
$1.92M - $2.32M
|
400
$732K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.42KNew |
$5.27M - $6.36M
|
4.42K
$8.08M
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
500+ 66.67% |
$596K - $720K
|
1.25K
$2.29M
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
240New |
$286K - $346K
|
240
$439K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-42- 1.45% |
$50K - $60.5K
|
2.86K
$5.23M
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
180New |
$214K - $259K
|
180
$329K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4New |
$4.77K - $5.76K
|
4
$7.32K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.48% |
$1.19K - $1.44K
|
208
$380K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24KNew |
$1.48M - $1.78M
|
1.24K
$2.27M
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-7.64K- 41.4% |
$9.11M - $11M
|
10.8K
$19.8M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-255- 92.73% |
$304K - $367K
|
20
$36.6K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
3New |
$3.57K - $4.32K
|
3
$5.49K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$4.77K - $5.76K
|
4
$7.32K
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-107- 33.54% |
$127K - $154K
|
212
$388K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
55+ 13.85% |
$65.5K - $79.2K
|
452
$827K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
10+ 27.78% |
$11.9K - $14.4K
|
46
$84.1K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.37% |
$2.38K - $2.88K
|
539
$986K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-917- 71.36% |
$1.09M - $1.32M
|
368
$673K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 20.0% |
$1.19K - $1.44K
|
6
$11K
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
7.5KNew |
$8.94M - $10.8M
|
7.5K
$13.7M
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-22- 13.58% |
$26.2K - $31.7K
|
140
$256K
|