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 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 85.71% |
$8.19K - $9.26K
|
13
$26K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
6New |
$8.19K - $9.26K
|
6
$12K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6New |
$8.19K - $9.26K
|
6
$12K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
6+ 0.51% |
$8.19K - $9.26K
|
1.19K
$2.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6+ 0.98% |
$8.19K - $9.26K
|
619
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 1.89% |
$8.19K - $9.26K
|
323
$645K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
5+ 0.98% |
$6.83K - $7.72K
|
513
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$9.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5+ 0.58% |
$6.83K - $7.72K
|
868
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$6.83K - $7.72K
|
5
$9.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5+ 2.75% |
$6.83K - $7.72K
|
187
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 1.14% |
$5.46K - $6.18K
|
354
$707K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 2.55% |
$5.46K - $6.18K
|
161
$322K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4+ 1.09% |
$5.46K - $6.18K
|
372
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4+ 0.67% |
$5.46K - $6.18K
|
600
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
4+ 2.07% |
$5.46K - $6.18K
|
197
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 57.14% |
$5.46K - $6.18K
|
11
$22K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4+ 0.91% |
$5.46K - $6.18K
|
445
$889K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 3.13% |
$4.1K - $4.63K
|
99
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 8.33% |
$4.1K - $4.63K
|
39
$77.9K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$2.73K - $3.09K
|
2
$4K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 1.24% |
$2.73K - $3.09K
|
163
$326K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2+ 0.49% |
$2.73K - $3.09K
|
407
$813K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2+ 1.04% |
$2.73K - $3.09K
|
194
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$1.37K - $1.54K
|
779
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$1.37K - $1.54K
|
1
$2K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.45% |
$1.37K - $1.54K
|
222
$444K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1+ 1.41% |
$1.37K - $1.54K
|
72
$144K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 1.45% |
$1.37K - $1.54K
|
70
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 1.52% |
$1.37K - $1.54K
|
67
$134K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.94% |
$1.37K - $1.54K
|
107
$214K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 50.0% |
$1.37K - $1.54K
|
3
$5.99K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.88% |
$1.37K - $1.54K
|
18
$36K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1- 3.45% |
$1.37K - $1.54K
|
28
$55.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 20.0% |
$1.37K - $1.54K
|
4
$7.99K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1- 0.36% |
$1.37K - $1.54K
|
278
$555K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1- 0.43% |
$1.37K - $1.54K
|
229
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1- 0.26% |
$1.37K - $1.54K
|
380
$759K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1- 0.32% |
$1.37K - $1.54K
|
311
$621K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1- 4.17% |
$1.37K - $1.54K
|
23
$46K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2- 0.67% |
$2.73K - $3.09K
|
298
$595K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2- 0.47% |
$2.73K - $3.09K
|
424
$847K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-2- 0.77% |
$2.73K - $3.09K
|
257
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 2.78% |
$2.73K - $3.09K
|
70
$140K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.97% |
$2.73K - $3.09K
|
205
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 1.37% |
$2.73K - $3.09K
|
144
$288K
|
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2- 0.08% |
$2.73K - $3.09K
|
2.58K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 3.39% |
$2.73K - $3.09K
|
57
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-2- 1.12% |
$2.73K - $3.09K
|
176
$352K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 2.17% |
$2.73K - $3.09K
|
90
$180K
|