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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 54.72% |
$37.7K - $43.7K
|
82
$164K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
29+ 2.35% |
$37.7K - $43.7K
|
1.26K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
28New |
$36.4K - $42.2K
|
28
$55.9K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
28+ 5.59% |
$36.4K - $42.2K
|
529
$1.06M
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
27+ 2.08% |
$35.1K - $40.7K
|
1.33K
$2.65M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 8.21% |
$35.1K - $40.7K
|
356
$711K
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
26+ 0.16% |
$33.8K - $39.1K
|
15.9K
$31.7M
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
26+ 17.11% |
$33.8K - $39.1K
|
178
$356K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26+ 12.68% |
$33.8K - $39.1K
|
231
$462K
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
25+ 5.83% |
$32.5K - $37.6K
|
454
$907K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23+ 10.45% |
$29.9K - $34.6K
|
243
$485K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 40.35% |
$29.9K - $34.6K
|
80
$160K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22+ 13.58% |
$28.6K - $33.1K
|
184
$368K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22New |
$28.6K - $33.1K
|
22
$44K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22+ 13.58% |
$28.6K - $33.1K
|
184
$368K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 5.93% |
$27.3K - $31.6K
|
375
$749K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21+ 21.88% |
$27.3K - $31.6K
|
117
$234K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20+ 0.11% |
$26K - $30.1K
|
18.4K
$36.8M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
20+ 7.17% |
$26K - $30.1K
|
299
$597K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20+ 2.81% |
$26K - $30.1K
|
731
$1.46M
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
20+ 5.78% |
$26K - $30.1K
|
366
$731K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20New |
$26K - $30.1K
|
20
$40K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.86% |
$26K - $30.1K
|
2.36K
$4.71M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
19+ 2.38% |
$24.7K - $28.6K
|
816
$1.63M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 4.59% |
$22.1K - $25.6K
|
387
$773K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 2.66% |
$20.8K - $24.1K
|
617
$1.23M
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
16+ 11.43% |
$20.8K - $24.1K
|
156
$312K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
16New |
$20.8K - $24.1K
|
16
$32K
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
16+ 8.7% |
$20.8K - $24.1K
|
200
$400K
|
|
Feb 13, 2024
Q4 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
15+ 0.51% |
$19.5K - $22.6K
|
2.93K
$5.85M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 14.02% |
$19.5K - $22.6K
|
122
$244K
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15+ 3.65% |
$19.5K - $22.6K
|
426
$851K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$19.5K - $22.6K
|
15
$30K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 4.69% |
$16.9K - $19.6K
|
290
$579K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$15.6K - $18.1K
|
12
$24K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12+ 5.88% |
$15.6K - $18.1K
|
216
$432K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 133.33% |
$15.6K - $18.1K
|
21
$42K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
10+ 3.51% |
$13K - $15.1K
|
295
$589K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 333.33% |
$13K - $15.1K
|
13
$26K
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
10+ 2.78% |
$13K - $15.1K
|
370
$739K
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 0.05% |
$11.7K - $13.6K
|
18K
$36M
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9+ 0.79% |
$11.7K - $13.6K
|
1.15K
$2.29M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.29% |
$11.7K - $13.6K
|
3.1K
$6.18M
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
9+ 0.36% |
$11.7K - $13.6K
|
2.52K
$5.02M
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
9+ 1.69% |
$11.7K - $13.6K
|
541
$1.08M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
9New |
$11.7K - $13.6K
|
9
$18K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8New |
$10.4K - $12K
|
8
$16K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 1.88% |
$10.4K - $12K
|
434
$867K
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
8+ 0.35% |
$10.4K - $12K
|
2.28K
$4.55M
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8+ 0.34% |
$10.4K - $12K
|
2.36K
$4.7M
|