Purchases and Sales Made in Q1 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
146+ 4.55% |
$174K - $210K
|
3.35K
$5.88M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
142+ 36.98% |
$169K - $205K
|
526
$923K
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
137New |
$163K - $197K
|
137
$240K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
137+ 16.53% |
$163K - $197K
|
966
$1.7M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
125+ 2500.0% |
$149K - $180K
|
130
$228K
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
124+ 2.13% |
$148K - $179K
|
5.95K
$10.4M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
121+ 5.46% |
$144K - $174K
|
2.34K
$4.11M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
120+ 5.33% |
$143K - $173K
|
2.37K
$4.16M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
120+ 40.27% |
$143K - $173K
|
418
$734K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
110+ 5.11% |
$131K - $158K
|
2.26K
$3.97M
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
104+ 11.48% |
$124K - $150K
|
1.01K
$1.77M
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100New |
$119K - $144K
|
100
$176K
|
|
May 12, 2023
Q1 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
100+ 6.67% |
$119K - $144K
|
1.6K
$2.81M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 161.29% |
$119K - $144K
|
162
$284K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
98+ 10.88% |
$117K - $141K
|
999
$1.75M
|
|
May 11, 2023
Q1 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
92+ 0.86% |
$110K - $133K
|
10.8K
$19M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
84+ 7.37% |
$100K - $121K
|
1.22K
$2.15M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
82+ 2.14% |
$97.7K - $118K
|
3.91K
$6.86M
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
77+ 2.52% |
$91.7K - $111K
|
3.14K
$5.5M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
75+ 25.0% |
$89.4K - $108K
|
375
$658K
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
73+ 0.99% |
$87K - $105K
|
7.48K
$13.1M
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
73+ 3.58% |
$87K - $105K
|
2.11K
$3.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 13.23% |
$81K - $97.9K
|
582
$1.02M
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
65+ 6.02% |
$77.4K - $93.6K
|
1.14K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
64+ 28.57% |
$76.3K - $92.2K
|
288
$505K
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
62+ 0.78% |
$73.9K - $89.3K
|
8.03K
$14.1M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
61+ 3.07% |
$72.7K - $87.9K
|
2.05K
$3.6M
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
60+ 20.0% |
$71.5K - $86.4K
|
360
$632K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 18.81% |
$71.5K - $86.4K
|
379
$665K
|
|
May 11, 2023
Q1 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
55+ 0.69% |
$65.5K - $79.2K
|
8.07K
$14.2M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
55+ 13.85% |
$65.5K - $79.2K
|
452
$793K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52+ 12.04% |
$62K - $74.9K
|
484
$849K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49New |
$58.4K - $70.6K
|
49
$86K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
49+ 9.16% |
$58.4K - $70.6K
|
584
$1.02M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
48+ 9.21% |
$57.2K - $69.1K
|
569
$999K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
45New |
$53.6K - $64.8K
|
45
$79K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
43+ 4.64% |
$51.2K - $61.9K
|
969
$1.7M
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
42+ 17.28% |
$50K - $60.5K
|
285
$500K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
42New |
$50K - $60.5K
|
42
$73.7K
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
42+ 49.41% |
$50K - $60.5K
|
127
$223K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
40+ 6.28% |
$47.7K - $57.6K
|
677
$1.19M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
40+ 63.49% |
$47.7K - $57.6K
|
103
$181K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 32.5% |
$46.5K - $56.2K
|
159
$279K
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
37+ 16.09% |
$44.1K - $53.3K
|
267
$469K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
36+ 13.95% |
$42.9K - $51.8K
|
294
$516K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
34+ 12.93% |
$40.5K - $49K
|
297
$521K
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
34+ 16.11% |
$40.5K - $49K
|
245
$430K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
33+ 12.64% |
$39.3K - $47.5K
|
294
$516K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 106.67% |
$38.1K - $46.1K
|
62
$109K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30+ 0.42% |
$35.7K - $43.2K
|
7.17K
$12.6M
|