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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22+ 13.58% |
$28.6K - $33.1K
|
184
$342K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-15- 9.62% |
$19.5K - $22.6K
|
141
$262K
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1- 0.13% |
$1.3K - $1.51K
|
778
$1.45M
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
2.33KNew |
$3.04M - $3.51M
|
2.33K
$4.34M
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
65+ 26.86% |
$84.6K - $97.9K
|
307
$571K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 13.04% |
$3.9K - $4.52K
|
26
$48.4K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
16New |
$20.8K - $24.1K
|
16
$29.8K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 90.0% |
$82K - $94.9K
|
7
$13K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
56+ 20.07% |
$72.9K - $84.3K
|
335
$623K
|
|
Q3 2023 | |||||||
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
85New |
$116K - $131K
|
85
$158K
|
|
Nov 16, 2023
Q3 2023
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-313K- 66.35% |
$427M - $483M
|
159K
$295M
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
450New |
$614K - $695K
|
450
$837K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
10New |
$13.7K - $15.4K
|
10
$18.6K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
33New |
$45.1K - $51K
|
33
$61.4K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$9.3K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
15+ 8.62% |
$20.5K - $23.2K
|
189
$352K
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-591- 29.74% |
$807K - $912K
|
1.4K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-672- 45.1% |
$917K - $1.04M
|
818
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.66K+ 1045.53% |
$9.09M - $10.3M
|
7.3K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
553New |
$755K - $854K
|
553
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
194New |
$265K - $300K
|
194
$361K
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-110- 1.4% |
$150K - $170K
|
7.72K
$14.4M
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
57+ 12.87% |
$77.8K - $88K
|
500
$930K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 400.0% |
$273K - $309K
|
250
$465K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.48K- 3.02% |
$3.38M - $3.82M
|
79.5K
$148M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
64+ 3200.0% |
$87.4K - $98.8K
|
66
$123K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$9.3K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12+ 150.0% |
$16.4K - $18.5K
|
20
$37.2K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
144New |
$197K - $222K
|
144
$268K
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
444New |
$606K - $686K
|
444
$826K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 20.0% |
$1.37K - $1.54K
|
4
$7.44K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-24- 3.73% |
$32.8K - $37.1K
|
619
$1.15M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-916- 27.41% |
$1.25M - $1.41M
|
2.43K
$4.51M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
190New |
$259K - $293K
|
190
$353K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 3.13% |
$4.1K - $4.63K
|
99
$184K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$1.37K - $1.54K
|
18
$33.5K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
148New |
$202K - $229K
|
148
$275K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 3.45% |
$1.37K - $1.54K
|
28
$52.1K
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
137New |
$187K - $212K
|
137
$255K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
45+ 29.03% |
$61.4K - $69.5K
|
200
$372K
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
1.18KNew |
$1.61M - $1.82M
|
1.18K
$2.2M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-141- 92.16% |
$192K - $218K
|
12
$22.3K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.37K - $1.54K
|
1
$1.86K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$8.19K - $9.26K
|
6
$11.2K
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
187New |
$255K - $289K
|
187
$348K
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 1.89% |
$8.19K - $9.26K
|
323
$601K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
32New |
$43.7K - $49.4K
|
32
$59.5K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-235- 11.21% |
$304K - $325K
|
1.86K
$3.46M
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
126+ 2.16% |
$163K - $174K
|
5.95K
$11.1M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9New |
$11.6K - $12.4K
|
9
$16.7K
|