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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-2- 0.29% |
$2.6K - $3.01K
|
696
$1.22M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.94% |
$2.6K - $3.01K
|
101
$177K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 22.22% |
$2.6K - $3.01K
|
7
$12.3K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 1.05% |
$2.6K - $3.01K
|
189
$331K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3- 2.7% |
$3.9K - $4.52K
|
108
$189K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3- 0.77% |
$3.9K - $4.52K
|
389
$681K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3- 50.0% |
$3.9K - $4.52K
|
3
$5.25K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3- 0.81% |
$3.9K - $4.52K
|
369
$646K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4- 2.41% |
$5.21K - $6.02K
|
162
$284K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-4- 2.55% |
$5.21K - $6.02K
|
153
$268K
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-5- 1.12% |
$6.51K - $7.53K
|
440
$770K
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5- 1.92% |
$6.51K - $7.53K
|
256
$448K
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-5- 1.23% |
$6.51K - $7.53K
|
402
$704K
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-5- 0.05% |
$6.51K - $7.53K
|
9.98K
$17.5M
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5- 21.74% |
$6.51K - $7.53K
|
18
$31.5K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 1.24% |
$6.51K - $7.53K
|
397
$695K
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-5- 2.18% |
$6.51K - $7.53K
|
224
$392K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6- 0.66% |
$7.81K - $9.03K
|
907
$1.59M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6- 0.42% |
$7.81K - $9.03K
|
1.43K
$2.51M
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.18% |
$7.81K - $9.03K
|
3.36K
$5.88M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6- 46.15% |
$7.81K - $9.03K
|
7
$12.3K
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-6- 0.51% |
$7.81K - $9.03K
|
1.18K
$2.06M
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-6- 2.44% |
$7.81K - $9.03K
|
240
$420K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7- 4.02% |
$9.11K - $10.5K
|
167
$292K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7- 3.15% |
$9.11K - $10.5K
|
215
$376K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-7- 25.0% |
$9.11K - $10.5K
|
21
$36.8K
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-8- 3.9% |
$10.4K - $12K
|
197
$345K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-9- 13.43% |
$11.7K - $13.6K
|
58
$102K
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-9- 0.11% |
$11.7K - $13.6K
|
8K
$14M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-10- 4.35% |
$13K - $15.1K
|
220
$385K
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-10- 3.89% |
$13K - $15.1K
|
247
$432K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10- 5.52% |
$13K - $15.1K
|
171
$299K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11- 0.34% |
$14.3K - $16.6K
|
3.27K
$5.72M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-11- 57.89% |
$14.3K - $16.6K
|
8
$14K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-12- 1.73% |
$15.6K - $18.1K
|
680
$1.19M
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-12- 2.7% |
$15.6K - $18.1K
|
433
$758K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 48.0% |
$15.6K - $18.1K
|
13
$22.8K
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-12- 0.57% |
$15.6K - $18.1K
|
2.09K
$3.66M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-13- 3.29% |
$16.9K - $19.6K
|
382
$669K
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-13- 7.26% |
$16.9K - $19.6K
|
166
$291K
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-13- 0.02% |
$16.9K - $19.6K
|
75K
$131M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-15- 9.2% |
$19.5K - $22.6K
|
148
$259K
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-15- 4.84% |
$19.5K - $22.6K
|
295
$516K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 93.75% |
$19.5K - $22.6K
|
1
$1.75K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-15- 9.62% |
$19.5K - $22.6K
|
141
$247K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 2.33% |
$20.8K - $24.1K
|
671
$1.17M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 17.78% |
$20.8K - $24.1K
|
74
$130K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-18- 3.02% |
$23.4K - $27.1K
|
579
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-18- 3.64% |
$23.4K - $27.1K
|
477
$835K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20- 4.17% |
$26K - $30.1K
|
460
$805K
|