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 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$4K
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.37% |
$2.79K - $3.05K
|
543
$1.08M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2+ 15.38% |
$2.79K - $3.05K
|
15
$30K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2+ 1.08% |
$2.79K - $3.05K
|
188
$376K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$2.79K - $3.05K
|
1.84K
$3.67M
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2+ 0.34% |
$2.79K - $3.05K
|
584
$1.17M
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.03% |
$2.79K - $3.05K
|
6.22K
$12.4M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2New |
$2.79K - $3.05K
|
2
$4K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$1.4K - $1.53K
|
1
$2K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1+ 0.23% |
$1.4K - $1.53K
|
441
$881K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.35% |
$1.4K - $1.53K
|
75
$150K
|
|
May 03, 2024
Q1 2024
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$1.4K - $1.53K
|
10.9K
$21.7M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1New |
$1.4K - $1.53K
|
1
$2K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1+ 0.43% |
$1.4K - $1.53K
|
232
$464K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1New |
$1.4K - $1.53K
|
1
$2K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$1.4K - $1.53K
|
1
$2K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 0.23% |
$1.4K - $1.53K
|
435
$869K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 4.76% |
$1.4K - $1.53K
|
22
$44K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 12.5% |
$1.4K - $1.53K
|
9
$18K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 8.33% |
$1.4K - $1.53K
|
13
$26K
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1- 33.33% |
$1.4K - $1.53K
|
2
$4K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.36% |
$1.4K - $1.53K
|
279
$557K
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1- 0.26% |
$1.4K - $1.53K
|
378
$755K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.63% |
$1.4K - $1.53K
|
158
$316K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1- 14.29% |
$1.4K - $1.53K
|
6
$12K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1- 0.7% |
$1.4K - $1.53K
|
141
$282K
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-1- 0.2% |
$1.4K - $1.53K
|
502
$1M
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.25% |
$1.4K - $1.53K
|
401
$801K
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-1- 3.23% |
$1.4K - $1.53K
|
30
$59.9K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 13.33% |
$2.79K - $3.05K
|
13
$26K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2- 0.56% |
$2.79K - $3.05K
|
357
$713K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-2- 1.31% |
$2.79K - $3.05K
|
151
$302K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2- 0.68% |
$2.79K - $3.05K
|
293
$585K
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2- 0.03% |
$2.79K - $3.05K
|
7.77K
$15.5M
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-2- 0.98% |
$2.79K - $3.05K
|
203
$406K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2- 1.03% |
$2.79K - $3.05K
|
192
$384K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 28.57% |
$2.79K - $3.05K
|
5
$9.99K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 1.29% |
$2.79K - $3.05K
|
153
$306K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.27% |
$2.79K - $3.05K
|
729
$1.46M
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.7% |
$4.19K - $4.58K
|
426
$851K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3- 1.27% |
$4.19K - $4.58K
|
234
$467K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 60.0% |
$4.19K - $4.58K
|
2
$4K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 2.26% |
$4.19K - $4.58K
|
130
$260K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.97% |
$4.19K - $4.58K
|
98
$196K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3- 0.8% |
$4.19K - $4.58K
|
372
$743K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.38% |
$4.19K - $4.58K
|
778
$1.55M
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-3- 0.33% |
$4.19K - $4.58K
|
906
$1.81M
|