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 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-20- 1.9% |
$26K - $30.1K
|
1.04K
$1.84M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20- 4.17% |
$26K - $30.1K
|
460
$817K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20- 3.33% |
$26K - $30.1K
|
580
$1.03M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-21- 10.24% |
$27.3K - $31.6K
|
184
$327K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-21- 4.18% |
$27.3K - $31.6K
|
481
$854K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-21- 33.87% |
$27.3K - $31.6K
|
41
$72.8K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 1.11% |
$27.3K - $31.6K
|
1.87K
$3.32M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 5.33% |
$28.6K - $33.1K
|
391
$694K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23- 5.65% |
$29.9K - $34.6K
|
384
$682K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-23- 4.53% |
$29.9K - $34.6K
|
485
$861K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 5.3% |
$29.9K - $34.6K
|
411
$730K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 2.95% |
$29.9K - $34.6K
|
756
$1.34M
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-23- 4.66% |
$29.9K - $34.6K
|
471
$836K
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-24- 1.67% |
$31.2K - $36.1K
|
1.41K
$2.51M
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-25- 1.51% |
$32.5K - $37.6K
|
1.64K
$2.91M
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-25- 3.03% |
$32.5K - $37.6K
|
801
$1.42M
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-26- 3.17% |
$33.8K - $39.1K
|
794
$1.41M
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-26- 0.3% |
$33.8K - $39.1K
|
8.66K
$15.4M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27- 5.72% |
$35.1K - $40.7K
|
445
$790K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28- 4.06% |
$36.4K - $42.2K
|
662
$1.18M
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-29- 14.72% |
$37.7K - $43.7K
|
168
$298K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-29- 8.84% |
$37.7K - $43.7K
|
299
$531K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30- 13.22% |
$39K - $45.2K
|
197
$350K
|
|
Jan 26, 2024
Q4 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-30- 5.61% |
$39K - $45.2K
|
505
$897K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-34- 21.12% |
$44.2K - $51.2K
|
127
$226K
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-35- 4.61% |
$45.5K - $52.7K
|
724
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-35- 4.61% |
$45.5K - $52.7K
|
724
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-37- 12.42% |
$48.1K - $55.7K
|
261
$463K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 6.18% |
$52.1K - $60.2K
|
607
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-40- 0.5% |
$52.1K - $60.2K
|
7.96K
$14.1M
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-40- 1.51% |
$52.1K - $60.2K
|
2.6K
$4.62M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-41- 20.92% |
$53.4K - $61.7K
|
155
$275K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-41- 16.53% |
$53.4K - $61.7K
|
207
$368K
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-43- 2.71% |
$56K - $64.7K
|
1.55K
$2.75M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-44- 7.46% |
$57.3K - $66.2K
|
546
$970K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-44- 50.57% |
$57.3K - $66.2K
|
43
$76.4K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45- 0.98% |
$58.6K - $67.8K
|
4.53K
$8.04M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-47- 16.79% |
$61.2K - $70.8K
|
233
$414K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-48- 3.27% |
$62.5K - $72.3K
|
1.42K
$2.53M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-49- 1.35% |
$63.8K - $73.8K
|
3.59K
$6.38M
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-50- 12.02% |
$65.1K - $75.3K
|
366
$650K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-50- 10.96% |
$65.1K - $75.3K
|
406
$721K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-53- 22.55% |
$69K - $79.8K
|
182
$323K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53- 25.0% |
$69K - $79.8K
|
159
$282K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-57- 1.04% |
$74.2K - $85.8K
|
5.41K
$9.6M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-57- 8.86% |
$74.2K - $85.8K
|
586
$1.04M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-58- 8.27% |
$75.5K - $87.3K
|
643
$1.14M
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-60- 24.39% |
$78.1K - $90.3K
|
186
$330K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-61- 2.31% |
$79.4K - $91.8K
|
2.58K
$4.58M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 90.0% |
$82K - $94.9K
|
7
$12.4K
|