Purchases and Sales Made in Q4 2022 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25New |
$28K - $33.6K
|
25
$44.4K
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
25+ 10.46% |
$28K - $33.6K
|
264
$469K
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
24+ 8.14% |
$26.9K - $32.3K
|
319
$566K
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
23+ 6.17% |
$25.8K - $30.9K
|
396
$703K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
23New |
$25.8K - $30.9K
|
23
$40.8K
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
22+ 0.86% |
$24.6K - $29.6K
|
2.57K
$4.57M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 9.24% |
$24.6K - $29.6K
|
260
$462K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
22New |
$24.6K - $29.6K
|
22
$39.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22+ 14.38% |
$24.6K - $29.6K
|
175
$311K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 6.19% |
$23.5K - $28.2K
|
360
$639K
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
21+ 2.86% |
$23.5K - $28.2K
|
755
$1.34M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 6.5% |
$23.5K - $28.2K
|
344
$611K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
19+ 111.76% |
$21.3K - $25.6K
|
36
$63.9K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 2.08% |
$21.3K - $25.6K
|
933
$1.66M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
19+ 8.41% |
$21.3K - $25.6K
|
245
$435K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
18+ 4.64% |
$20.2K - $24.2K
|
406
$721K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16+ 0.18% |
$17.9K - $21.5K
|
8.71K
$15.5M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
15+ 5.36% |
$16.8K - $20.2K
|
295
$524K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
15+ 1.87% |
$16.8K - $20.2K
|
818
$1.45M
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
14+ 3.41% |
$15.7K - $18.8K
|
425
$755K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 87.5% |
$15.7K - $18.8K
|
30
$53.3K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13New |
$14.6K - $17.5K
|
13
$23.1K
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13+ 6.16% |
$14.6K - $17.5K
|
224
$398K
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
12+ 0.81% |
$13.4K - $16.1K
|
1.5K
$2.66M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 55.0% |
$12.3K - $14.8K
|
31
$55K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
11New |
$12.3K - $14.8K
|
11
$19.5K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 2.16% |
$12.3K - $14.8K
|
521
$925K
|
|
Feb 13, 2023
Q4 2022
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
10+ 0.37% |
$11.2K - $13.4K
|
2.69K
$4.77M
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
9+ 4.64% |
$10.1K - $12.1K
|
203
$360K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 29.03% |
$10.1K - $12.1K
|
40
$71K
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
9+ 4.11% |
$10.1K - $12.1K
|
228
$405K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
9New |
$10.1K - $12.1K
|
9
$16K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
8New |
$8.96K - $10.8K
|
8
$14.2K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 400.0% |
$8.96K - $10.8K
|
10
$17.8K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7+ 0.92% |
$7.84K - $9.41K
|
772
$1.37M
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7New |
$7.84K - $9.41K
|
7
$12.4K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6+ 1.53% |
$6.72K - $8.07K
|
397
$705K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$6.72K - $8.07K
|
3.63K
$6.44M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6+ 2.22% |
$6.72K - $8.07K
|
276
$490K
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5+ 0.14% |
$5.6K - $6.72K
|
3.49K
$6.2M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5+ 2.22% |
$5.6K - $6.72K
|
230
$408K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5New |
$5.6K - $6.72K
|
5
$8.88K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 8.77% |
$5.6K - $6.72K
|
62
$110K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5+ 2.45% |
$5.6K - $6.72K
|
209
$371K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 9.62% |
$5.6K - $6.72K
|
57
$101K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4+ 66.67% |
$4.48K - $5.38K
|
10
$17.8K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 7.69% |
$4.48K - $5.38K
|
56
$99.4K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4+ 0.12% |
$4.48K - $5.38K
|
3.38K
$5.99M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 10.53% |
$4.48K - $5.38K
|
42
$74.6K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4New |
$4.48K - $5.38K
|
4
$7.1K
|