Purchases and Sales Made in Q1 2024 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48+ 2.9% |
$67K - $73.3K
|
1.7K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
48+ 30.97% |
$67K - $73.3K
|
203
$406K
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
45+ 6.29% |
$62.8K - $68.7K
|
760
$1.52M
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
44+ 9.15% |
$61.4K - $67.2K
|
525
$1.05M
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
41+ 1.42% |
$57.2K - $62.6K
|
2.92K
$5.84M
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
40+ 8.39% |
$55.8K - $61.1K
|
517
$1.03M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39+ 18.84% |
$54.4K - $59.6K
|
246
$491K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37+ 23.42% |
$51.6K - $56.5K
|
195
$390K
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
34+ 0.17% |
$47.4K - $51.9K
|
20.4K
$40.8M
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
34+ 4.7% |
$47.4K - $51.9K
|
758
$1.51M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 19.76% |
$46K - $50.4K
|
200
$400K
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
33+ 13.75% |
$46K - $50.4K
|
273
$545K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33+ 1.3% |
$46K - $50.4K
|
2.57K
$5.13M
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
33+ 7.08% |
$46K - $50.4K
|
499
$997K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
32+ 2.25% |
$44.6K - $48.9K
|
1.45K
$2.9M
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 10.17% |
$41.9K - $45.8K
|
325
$649K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 10.89% |
$37.7K - $41.2K
|
275
$549K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26+ 0.61% |
$36.3K - $39.7K
|
4.28K
$8.55M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26+ 0.58% |
$36.3K - $39.7K
|
4.49K
$8.96M
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
25+ 0.31% |
$34.9K - $38.2K
|
8.03K
$16M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 0.66% |
$34.9K - $38.2K
|
3.8K
$7.59M
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
24+ 2.97% |
$33.5K - $36.7K
|
833
$1.66M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 43.4% |
$32.1K - $35.1K
|
76
$152K
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23+ 4.74% |
$32.1K - $35.1K
|
508
$1.01M
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22+ 7.01% |
$30.7K - $33.6K
|
336
$671K
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
22+ 2.63% |
$30.7K - $33.6K
|
857
$1.71M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 12.36% |
$30.7K - $33.6K
|
200
$400K
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
22+ 14.29% |
$30.7K - $33.6K
|
176
$352K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 10.34% |
$29.3K - $32.1K
|
224
$448K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 12.28% |
$29.3K - $32.1K
|
192
$384K
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
21+ 1.82% |
$29.3K - $32.1K
|
1.18K
$2.35M
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
21+ 5.02% |
$29.3K - $32.1K
|
439
$877K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 3.23% |
$27.9K - $30.5K
|
639
$1.28M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 74.07% |
$27.9K - $30.5K
|
47
$93.9K
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
19+ 0.72% |
$26.5K - $29K
|
2.66K
$5.31M
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
18+ 6.41% |
$25.1K - $27.5K
|
299
$597K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18+ 90.0% |
$25.1K - $27.5K
|
38
$75.9K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17+ 5.28% |
$23.7K - $26K
|
339
$677K
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
17+ 2.12% |
$23.7K - $26K
|
818
$1.63M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16+ 4.49% |
$22.3K - $24.4K
|
372
$743K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
16New |
$22.3K - $24.4K
|
16
$32K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
15+ 3.95% |
$20.9K - $22.9K
|
395
$789K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14+ 2.49% |
$19.5K - $21.4K
|
576
$1.15M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
14+ 3.66% |
$19.5K - $21.4K
|
396
$791K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12+ 20.34% |
$16.7K - $18.3K
|
71
$142K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
12+ 2.73% |
$16.7K - $18.3K
|
452
$903K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
12New |
$16.7K - $18.3K
|
12
$24K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11+ 0.27% |
$15.3K - $16.8K
|
4.01K
$8.02M
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 4.31% |
$15.3K - $16.8K
|
266
$531K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
11New |
$15.3K - $16.8K
|
11
$22K
|