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 |
---|---|---|---|---|---|---|---|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
42New |
$49.7K - $53.9K
|
42
$76.8K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-12Closed |
$14.2K - $15.4K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-480Closed |
$568K - $616K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5New |
$5.92K - $6.41K
|
5
$9.14K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4Closed |
$4.74K - $5.13K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$9.82M - $10.6M
|
8.5K
$15.5M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
5New |
$5.78K - $6.24K
|
5
$9.14K
|
|
Aug 16, 2021
Q2 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-338Closed |
$390K - $422K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-279Closed |
$322K - $348K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-241Closed |
$278K - $301K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.1KClosed |
$4.73M - $5.12M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2Closed |
$2.31K - $2.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-10Closed |
$11.6K - $12.5K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-299Closed |
$345K - $373K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25Closed |
$28.9K - $31.2K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
198New |
$229K - $247K
|
198
$362K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-30Closed |
$34.7K - $37.5K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
70New |
$80.9K - $87.4K
|
70
$128K
|
|
Aug 09, 2021
Q2 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-500Closed |
$578K - $624K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-260Closed |
$300K - $325K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3Closed |
$3.47K - $3.75K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-81Closed |
$93.6K - $101K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-13Closed |
$15K - $16.2K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-331Closed |
$382K - $413K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Ycg, LLC
|
SELL
|
- |
-400Closed |
$462K - $500K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1Closed |
$1.16K - $1.25K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3Closed |
$3.47K - $3.75K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$5.78K - $6.24K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
307KNew |
$355M - $384M
|
307K
$562M
|
|
Jul 15, 2021
Q2 2021
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-200Closed |
$231K - $250K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
18+ 1.69% |
$20.8K - $22.5K
|
1.09K
$1.98M
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-6Closed |
$6.93K - $7.49K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-636Closed |
$735K - $794K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-20- 16.67% |
$18.9K - $23.1K
|
100
$183K
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-9Closed |
$8.49K - $10.4K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
59+ 8.7% |
$55.7K - $68.2K
|
737
$1.35M
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-20Closed |
$18.9K - $23.1K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-50Closed |
$47.2K - $57.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-240Closed |
$226K - $277K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1Closed |
$944 - $1.16K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-472Closed |
$445K - $546K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-11Closed |
$10.4K - $12.7K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2Closed |
$1.89K - $2.31K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1Closed |
$944 - $1.16K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 33.33% |
$944 - $1.16K
|
2
$3.66K
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-3Closed |
$2.83K - $3.47K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
25KNew |
$23.6M - $28.9M
|
25K
$45.7M
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-3.24KClosed |
$3.06M - $3.75M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3Closed |
$2.83K - $3.47K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-12Closed |
$11.3K - $13.9K
|
0
$0
|