Purchases and Sales Made in Q3 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$8.19K - $9.26K
|
6
$10.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$8.19K - $9.26K
|
1.19K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
6New |
$8.19K - $9.26K
|
6
$10.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$8.88K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5+ 0.58% |
$6.83K - $7.72K
|
868
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 2.75% |
$6.83K - $7.72K
|
187
$332K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.98% |
$6.83K - $7.72K
|
513
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$8.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.67% |
$5.46K - $6.18K
|
600
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4+ 1.09% |
$5.46K - $6.18K
|
372
$661K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 2.55% |
$5.46K - $6.18K
|
161
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
4+ 2.07% |
$5.46K - $6.18K
|
197
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 57.14% |
$5.46K - $6.18K
|
11
$19.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4+ 0.91% |
$5.46K - $6.18K
|
445
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 1.14% |
$5.46K - $6.18K
|
354
$629K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 3.13% |
$4.1K - $4.63K
|
99
$176K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 8.33% |
$4.1K - $4.63K
|
39
$69.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 1.24% |
$2.73K - $3.09K
|
163
$289K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.49% |
$2.73K - $3.09K
|
407
$723K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 1.04% |
$2.73K - $3.09K
|
194
$344K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$2.73K - $3.09K
|
2
$3.55K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.37K - $1.54K
|
1
$1.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$1.37K - $1.54K
|
222
$394K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$1.37K - $1.54K
|
18
$32K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.94% |
$1.37K - $1.54K
|
107
$190K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 1.52% |
$1.37K - $1.54K
|
67
$119K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 1.41% |
$1.37K - $1.54K
|
72
$128K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$1.37K - $1.54K
|
3
$5.33K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 1.45% |
$1.37K - $1.54K
|
70
$124K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$1.37K - $1.54K
|
779
$1.38M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1- 0.43% |
$1.37K - $1.54K
|
229
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 20.0% |
$1.37K - $1.54K
|
4
$7.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.36% |
$1.37K - $1.54K
|
278
$494K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1- 0.32% |
$1.37K - $1.54K
|
311
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.26% |
$1.37K - $1.54K
|
380
$675K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1- 4.17% |
$1.37K - $1.54K
|
23
$40.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 3.45% |
$1.37K - $1.54K
|
28
$49.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 2.78% |
$2.73K - $3.09K
|
70
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2- 1.12% |
$2.73K - $3.09K
|
176
$313K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2- 0.47% |
$2.73K - $3.09K
|
424
$753K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-2- 0.77% |
$2.73K - $3.09K
|
257
$456K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 2.17% |
$2.73K - $3.09K
|
90
$160K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.97% |
$2.73K - $3.09K
|
205
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 1.37% |
$2.73K - $3.09K
|
144
$256K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.71% |
$2.73K - $3.09K
|
279
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 3.39% |
$2.73K - $3.09K
|
57
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2- 0.67% |
$2.73K - $3.09K
|
298
$529K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2- 0.08% |
$2.73K - $3.09K
|
2.58K
$4.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-3- 0.4% |
$4.1K - $4.63K
|
756
$1.34M
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-3- 0.37% |
$4.1K - $4.63K
|
809
$1.44M
|