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 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2- 1.8% |
$2.38K - $2.88K
|
109
$191K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.77% |
$2.38K - $2.88K
|
258
$453K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2- 0.62% |
$2.38K - $2.88K
|
319
$560K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2- 0.5% |
$2.38K - $2.88K
|
396
$695K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2- 0.58% |
$2.38K - $2.88K
|
344
$604K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2- 0.87% |
$2.38K - $2.88K
|
227
$398K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3Closed |
$3.57K - $4.32K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3- 1.84% |
$3.57K - $4.32K
|
160
$281K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3- 1.96% |
$3.57K - $4.32K
|
150
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3- 0.47% |
$3.57K - $4.32K
|
635
$1.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4- 0.35% |
$4.77K - $5.76K
|
1.15K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 2.06% |
$4.77K - $5.76K
|
190
$333K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.21% |
$5.96K - $7.2K
|
2.36K
$4.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-5- 1.82% |
$5.96K - $7.2K
|
269
$472K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6- 0.33% |
$7.15K - $8.64K
|
1.81K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6- 0.71% |
$7.15K - $8.64K
|
842
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 19.35% |
$7.15K - $8.64K
|
25
$43.9K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7- 2.92% |
$8.34K - $10.1K
|
233
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 3.18% |
$8.34K - $10.1K
|
213
$374K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 0.19% |
$8.34K - $10.1K
|
3.62K
$6.36M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-7- 0.25% |
$8.34K - $10.1K
|
2.77K
$4.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-7- 2.13% |
$8.34K - $10.1K
|
321
$563K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-7- 0.25% |
$8.34K - $10.1K
|
2.74K
$4.81M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-8Closed |
$9.53K - $11.5K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 1.83% |
$9.53K - $11.5K
|
429
$753K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-9- 1.82% |
$10.7K - $13K
|
485
$851K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10- 2.2% |
$11.9K - $14.4K
|
444
$779K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10- 3.29% |
$11.9K - $14.4K
|
294
$516K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10- 0.29% |
$11.9K - $14.4K
|
3.49K
$6.12M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-11- 1.33% |
$13.1K - $15.8K
|
817
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-11- 4.85% |
$13.1K - $15.8K
|
216
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-12- 2.62% |
$14.3K - $17.3K
|
446
$783K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12- 4.07% |
$14.3K - $17.3K
|
283
$497K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-12- 6.28% |
$14.3K - $17.3K
|
179
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-14- 15.73% |
$16.7K - $20.2K
|
75
$132K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-15- 0.02% |
$17.9K - $21.6K
|
75.5K
$133M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.3% |
$17.9K - $21.6K
|
4.98K
$8.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-15- 48.39% |
$17.9K - $21.6K
|
16
$28.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-15- 0.93% |
$17.9K - $21.6K
|
1.61K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-18- 56.25% |
$21.4K - $25.9K
|
14
$24.6K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-18- 0.4% |
$21.4K - $25.9K
|
4.45K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19- 3.72% |
$22.6K - $27.4K
|
492
$864K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20- 7.27% |
$23.8K - $28.8K
|
255
$448K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20- 6.54% |
$23.8K - $28.8K
|
286
$502K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21- 0.22% |
$25K - $30.2K
|
9.38K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-21- 1.38% |
$25K - $30.2K
|
1.5K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-22- 13.58% |
$26.2K - $31.7K
|
140
$246K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 71.88% |
$27.4K - $33.1K
|
9
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-24- 1.0% |
$28.6K - $34.6K
|
2.37K
$4.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-24- 3.32% |
$28.6K - $34.6K
|
698
$1.23M
|