Purchases and Sales Made in Q2 2023 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2New |
$2.59K - $2.77K
|
2
$3.62K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.09% |
$2.59K - $2.77K
|
2.27K
$4.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
1New |
$1.29K - $1.38K
|
1
$1.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 20.0% |
$1.29K - $1.38K
|
6
$10.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.34% |
$1.29K - $1.38K
|
295
$534K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.63% |
$1.29K - $1.38K
|
161
$292K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$1.29K - $1.38K
|
1
$1.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1+ 0.17% |
$1.29K - $1.38K
|
590
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 100.0% |
$1.29K - $1.38K
|
2
$3.62K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.82% |
$1.29K - $1.38K
|
56
$101K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 50.0% |
$1.29K - $1.38K
|
3
$5.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.4% |
$1.29K - $1.38K
|
251
$455K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 1.72% |
$1.29K - $1.38K
|
59
$107K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.82% |
$1.29K - $1.38K
|
56
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.2% |
$1.29K - $1.38K
|
493
$893K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.21% |
$1.29K - $1.38K
|
485
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.39% |
$1.29K - $1.38K
|
259
$469K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.38% |
$1.29K - $1.38K
|
264
$478K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1- 0.09% |
$1.29K - $1.38K
|
1.16K
$2.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1- 0.37% |
$1.29K - $1.38K
|
269
$487K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1- 0.6% |
$1.29K - $1.38K
|
165
$299K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.37% |
$1.29K - $1.38K
|
266
$482K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 50.0% |
$1.29K - $1.38K
|
1
$1.81K
|
|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1- 0.22% |
$1.29K - $1.38K
|
445
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-1- 0.05% |
$1.29K - $1.38K
|
1.94K
$3.51M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.27% |
$1.29K - $1.38K
|
370
$670K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1- 2.63% |
$1.29K - $1.38K
|
37
$67K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2- 3.28% |
$2.59K - $2.77K
|
59
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.95% |
$2.59K - $2.77K
|
208
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 1.26% |
$2.59K - $2.77K
|
157
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.95% |
$2.59K - $2.77K
|
209
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2- 0.08% |
$2.59K - $2.77K
|
2.62K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2- 1.01% |
$2.59K - $2.77K
|
197
$357K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2- 0.71% |
$2.59K - $2.77K
|
279
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2- 0.7% |
$2.59K - $2.77K
|
283
$513K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 4.0% |
$3.88K - $4.15K
|
72
$130K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3- 1.29% |
$3.88K - $4.15K
|
230
$417K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-3- 1.01% |
$3.88K - $4.15K
|
294
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-4- 0.19% |
$5.18K - $5.53K
|
2.11K
$3.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 2.52% |
$5.18K - $5.53K
|
155
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4- 1.69% |
$5.18K - $5.53K
|
232
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4- 0.97% |
$5.18K - $5.53K
|
408
$739K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-4- 2.03% |
$5.18K - $5.53K
|
193
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5- 0.79% |
$6.47K - $6.92K
|
630
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-5- 1.02% |
$6.47K - $6.92K
|
486
$880K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5- 0.15% |
$6.47K - $6.92K
|
3.42K
$6.19M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 27.27% |
$7.77K - $8.3K
|
16
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6- 0.77% |
$7.77K - $8.3K
|
770
$1.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7- 0.72% |
$9.06K - $9.68K
|
962
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8- 3.23% |
$10.4K - $11.1K
|
240
$435K
|