Purchases and Sales Made in Q2 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17+ 6.01% |
$22K - $23.5K
|
300
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17+ 10.24% |
$22K - $23.5K
|
183
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
17+ 3.86% |
$22K - $23.5K
|
457
$815K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16+ 0.41% |
$20.7K - $22.1K
|
3.95K
$7.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 2.12% |
$19.4K - $20.7K
|
722
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
15+ 0.19% |
$19.4K - $20.7K
|
7.75K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13+ 3.66% |
$16.8K - $18K
|
368
$656K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
13+ 3.05% |
$16.8K - $18K
|
439
$783K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
13+ 3.47% |
$16.8K - $18K
|
388
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13+ 8.13% |
$16.8K - $18K
|
173
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 7.74% |
$16.8K - $18K
|
181
$323K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13+ 2.63% |
$16.8K - $18K
|
508
$906K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13+ 2.1% |
$16.8K - $18K
|
631
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12+ 6.49% |
$15.5K - $16.6K
|
197
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
12+ 2.01% |
$15.5K - $16.6K
|
609
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12+ 0.36% |
$15.5K - $16.6K
|
3.36K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
11+ 6.75% |
$14.2K - $15.2K
|
174
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.36% |
$12.9K - $13.8K
|
2.82K
$5.03M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9New |
$11.6K - $12.4K
|
9
$16K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
9New |
$11.6K - $12.4K
|
9
$16K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 4.23% |
$11.6K - $12.4K
|
222
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
9+ 1.72% |
$11.6K - $12.4K
|
531
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8+ 2.8% |
$10.4K - $11.1K
|
294
$524K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 72.73% |
$10.4K - $11.1K
|
19
$33.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.07% |
$10.4K - $11.1K
|
10.8K
$19.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
7+ 0.07% |
$9.06K - $9.68K
|
10.2K
$18.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.68% |
$9.06K - $9.68K
|
1.04K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
7New |
$9.06K - $9.68K
|
7
$12.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7+ 50.0% |
$9.06K - $9.68K
|
21
$37.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6+ 2.22% |
$7.77K - $8.3K
|
276
$492K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 8.11% |
$7.77K - $8.3K
|
80
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6+ 27.27% |
$7.77K - $8.3K
|
28
$49.9K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6+ 0.42% |
$7.77K - $8.3K
|
1.44K
$2.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
5+ 1.92% |
$6.47K - $6.92K
|
266
$474K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5+ 1.74% |
$6.47K - $6.92K
|
293
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5+ 1.68% |
$6.47K - $6.92K
|
302
$538K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$5.18K - $5.53K
|
4
$7.13K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 12.12% |
$5.18K - $5.53K
|
37
$66K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4+ 0.7% |
$5.18K - $5.53K
|
573
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 1.82% |
$5.18K - $5.53K
|
224
$399K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 12.12% |
$5.18K - $5.53K
|
37
$66K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3New |
$3.88K - $4.15K
|
3
$5.35K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 2.31% |
$3.88K - $4.15K
|
133
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 1.39% |
$3.88K - $4.15K
|
219
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.02% |
$3.88K - $4.15K
|
13.2K
$23.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 50.0% |
$2.59K - $2.77K
|
6
$10.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2New |
$2.59K - $2.77K
|
2
$3.57K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.09% |
$2.59K - $2.77K
|
2.27K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2+ 0.26% |
$2.59K - $2.77K
|
759
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2New |
$2.59K - $2.77K
|
2
$3.57K
|