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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
11+ 0.45% |
$15.3K - $16.8K
|
2.48K
$4.95M
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
11+ 6.79% |
$15.3K - $16.8K
|
173
$346K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11+ 2.48% |
$15.3K - $16.8K
|
455
$909K
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11+ 1.88% |
$15.3K - $16.8K
|
597
$1.19M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 23.81% |
$14K - $15.3K
|
52
$104K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
10New |
$14K - $15.3K
|
10
$20K
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10+ 0.77% |
$14K - $15.3K
|
1.31K
$2.62M
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
10+ 1.95% |
$14K - $15.3K
|
523
$1.04M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 1.89% |
$14K - $15.3K
|
539
$1.08M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10+ 2.6% |
$14K - $15.3K
|
394
$787K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9+ 4.57% |
$12.6K - $13.7K
|
206
$412K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
9+ 4.5% |
$12.6K - $13.7K
|
209
$418K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 2.52% |
$11.2K - $12.2K
|
326
$651K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 6.56% |
$11.2K - $12.2K
|
130
$260K
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
8+ 3.45% |
$11.2K - $12.2K
|
240
$479K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 2.36% |
$9.77K - $10.7K
|
304
$607K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7+ 0.96% |
$9.77K - $10.7K
|
734
$1.47M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7New |
$9.77K - $10.7K
|
7
$14K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
6New |
$8.37K - $9.16K
|
6
$12K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6+ 1.18% |
$8.37K - $9.16K
|
516
$1.03M
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6New |
$8.37K - $9.16K
|
6
$12K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5+ 1.98% |
$6.98K - $7.64K
|
258
$515K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.99K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.99K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5+ 1.16% |
$6.98K - $7.64K
|
437
$873K
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
5+ 1.93% |
$6.98K - $7.64K
|
264
$527K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.99K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.99K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.92% |
$6.98K - $7.64K
|
551
$1.1M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5New |
$6.98K - $7.64K
|
5
$9.99K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 2.33% |
$6.98K - $7.64K
|
220
$440K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 2.67% |
$6.98K - $7.64K
|
192
$384K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4New |
$5.58K - $6.11K
|
4
$7.99K
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4+ 1.3% |
$5.58K - $6.11K
|
311
$621K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 1.53% |
$5.58K - $6.11K
|
265
$529K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 1.59% |
$4.19K - $4.58K
|
192
$384K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 5.26% |
$4.19K - $4.58K
|
60
$120K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$4.19K - $4.58K
|
3
$5.99K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 8.11% |
$4.19K - $4.58K
|
40
$79.9K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 60.0% |
$4.19K - $4.58K
|
8
$16K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3New |
$4.19K - $4.58K
|
3
$5.99K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3New |
$4.19K - $4.58K
|
3
$5.99K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.86% |
$4.19K - $4.58K
|
353
$705K
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.03% |
$4.19K - $4.58K
|
8.66K
$17.3M
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2+ 20.0% |
$2.79K - $3.05K
|
12
$24K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.26% |
$2.79K - $3.05K
|
758
$1.51M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$4K
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 2.82% |
$2.79K - $3.05K
|
73
$146K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$4K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2+ 0.72% |
$2.79K - $3.05K
|
280
$559K
|