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
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
28New |
$36.4K - $42.2K
|
28
$49.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 8.21% |
$35.1K - $40.7K
|
356
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
27+ 2.08% |
$35.1K - $40.7K
|
1.33K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
26+ 17.11% |
$33.8K - $39.1K
|
178
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
26+ 0.16% |
$33.8K - $39.1K
|
15.9K
$27.8M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26+ 12.68% |
$33.8K - $39.1K
|
231
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
25+ 5.83% |
$32.5K - $37.6K
|
454
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23+ 10.45% |
$29.9K - $34.6K
|
243
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 40.35% |
$29.9K - $34.6K
|
80
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
22+ 13.58% |
$28.6K - $33.1K
|
184
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22New |
$28.6K - $33.1K
|
22
$38.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
22+ 13.58% |
$28.6K - $33.1K
|
184
$323K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 5.93% |
$27.3K - $31.6K
|
375
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21+ 21.88% |
$27.3K - $31.6K
|
117
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
20+ 5.78% |
$26K - $30.1K
|
366
$642K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.86% |
$26K - $30.1K
|
2.36K
$4.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20+ 0.11% |
$26K - $30.1K
|
18.4K
$32.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
20+ 7.17% |
$26K - $30.1K
|
299
$525K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20New |
$26K - $30.1K
|
20
$35.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20+ 2.81% |
$26K - $30.1K
|
731
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
19+ 2.38% |
$24.7K - $28.6K
|
816
$1.43M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 4.59% |
$22.1K - $25.6K
|
387
$679K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
16+ 2.66% |
$20.8K - $24.1K
|
617
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
16New |
$20.8K - $24.1K
|
16
$28.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
16+ 8.7% |
$20.8K - $24.1K
|
200
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
16+ 11.43% |
$20.8K - $24.1K
|
156
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15+ 14.02% |
$19.5K - $22.6K
|
122
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$19.5K - $22.6K
|
15
$26.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
15+ 0.51% |
$19.5K - $22.6K
|
2.93K
$5.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15+ 3.65% |
$19.5K - $22.6K
|
426
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 4.69% |
$16.9K - $19.6K
|
290
$509K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 133.33% |
$15.6K - $18.1K
|
21
$36.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$15.6K - $18.1K
|
12
$21.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12+ 5.88% |
$15.6K - $18.1K
|
216
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
10+ 3.51% |
$13K - $15.1K
|
295
$518K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 333.33% |
$13K - $15.1K
|
13
$22.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
10+ 2.78% |
$13K - $15.1K
|
370
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.29% |
$11.7K - $13.6K
|
3.1K
$5.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
9+ 1.69% |
$11.7K - $13.6K
|
541
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
9+ 0.36% |
$11.7K - $13.6K
|
2.52K
$4.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 0.05% |
$11.7K - $13.6K
|
18K
$31.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
9+ 0.79% |
$11.7K - $13.6K
|
1.15K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
9New |
$11.7K - $13.6K
|
9
$15.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
8+ 1.9% |
$10.4K - $12K
|
429
$753K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 1.88% |
$10.4K - $12K
|
434
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
8+ 0.35% |
$10.4K - $12K
|
2.28K
$4M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8+ 0.34% |
$10.4K - $12K
|
2.36K
$4.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
8New |
$10.4K - $12K
|
8
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 9.41% |
$10.4K - $12K
|
93
$163K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 2.25% |
$9.11K - $10.5K
|
318
$558K
|