Purchases and Sales Made in Q4 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
97+ 53.89% |
$126K - $146K
|
277
$553K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
95+ 41.85% |
$124K - $143K
|
322
$643K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
93+ 3.12% |
$121K - $140K
|
3.07K
$6.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
92+ 1.49% |
$120K - $139K
|
6.26K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
89+ 23.61% |
$116K - $134K
|
466
$931K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
84+ 5.3% |
$109K - $126K
|
1.67K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
84New |
$109K - $126K
|
84
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
82+ 55.78% |
$107K - $123K
|
229
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
81+ 4.2% |
$105K - $122K
|
2.01K
$4.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
81+ 1.65% |
$105K - $122K
|
5K
$9.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
80+ 3.49% |
$104K - $120K
|
2.37K
$4.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
80+ 28.78% |
$104K - $120K
|
358
$715K
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
80+ 0.67% |
$104K - $120K
|
12K
$23.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
77+ 0.71% |
$100K - $116K
|
10.9K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
75+ 46.3% |
$97.6K - $113K
|
237
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
75+ 11.72% |
$97.6K - $113K
|
715
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
74+ 48.37% |
$96.3K - $111K
|
227
$454K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
65+ 26.86% |
$84.6K - $97.9K
|
307
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
64+ 25.81% |
$83.3K - $96.4K
|
312
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
64+ 1.05% |
$83.3K - $96.4K
|
6.18K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
64+ 16.84% |
$83.3K - $96.4K
|
444
$887K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
64+ 2.49% |
$83.3K - $96.4K
|
2.64K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
64+ 36.57% |
$83.3K - $96.4K
|
239
$477K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
64+ 2.99% |
$83.3K - $96.4K
|
2.2K
$4.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
62+ 11.92% |
$80.7K - $93.3K
|
582
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
62+ 4.56% |
$80.7K - $93.3K
|
1.42K
$2.84M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
60+ 41.96% |
$78.1K - $90.3K
|
203
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
58+ 1.0% |
$75.5K - $87.3K
|
5.86K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 26.13% |
$75.5K - $87.3K
|
280
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
58+ 30.53% |
$75.5K - $87.3K
|
248
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
56+ 20.07% |
$72.9K - $84.3K
|
335
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56+ 22.31% |
$72.9K - $84.3K
|
307
$613K
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
56+ 2.31% |
$72.9K - $84.3K
|
2.48K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
55+ 1.76% |
$71.6K - $82.8K
|
3.18K
$6.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
54+ 14.75% |
$70.3K - $81.3K
|
420
$839K
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
50+ 17.54% |
$65.1K - $75.3K
|
335
$669K
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
50+ 3.16% |
$65.1K - $75.3K
|
1.63K
$3.26M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
50+ 5.56% |
$65.1K - $75.3K
|
950
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
49+ 4.94% |
$63.8K - $73.8K
|
1.04K
$2.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
47+ 42.73% |
$61.2K - $70.8K
|
157
$314K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
40New |
$52.1K - $60.2K
|
40
$79.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39+ 6.78% |
$50.8K - $58.7K
|
614
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
39+ 3.53% |
$50.8K - $58.7K
|
1.14K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
37+ 4.34% |
$48.1K - $55.7K
|
890
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
35+ 0.96% |
$45.5K - $52.7K
|
3.67K
$7.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
34+ 0.91% |
$44.2K - $51.2K
|
3.77K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
32+ 1.54% |
$41.6K - $48.2K
|
2.11K
$4.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
31+ 22.46% |
$40.3K - $46.7K
|
169
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
31+ 12.92% |
$40.3K - $46.7K
|
271
$541K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
30+ 4.02% |
$39K - $45.2K
|
777
$1.55M
|