Purchases and Sales Made in Q4 2024 in Markel Corp (MKL)
This table provides information about the institutional ownership of Markel Corp (MKL) during Q4 2024. 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 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
153+ 4.8% |
$236K - $273K
|
3.34K
$6.77M
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
146New |
$225K - $261K
|
146
$296K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
137New |
$211K - $245K
|
137
$278K
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
136New |
$210K - $243K
|
136
$276K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
135+ 31.69% |
$208K - $241K
|
561
$1.14M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
128New |
$197K - $228K
|
128
$259K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
127New |
$196K - $227K
|
127
$257K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
125New |
$193K - $223K
|
125
$253K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
121New |
$187K - $216K
|
121
$245K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
120+ 6.52% |
$185K - $214K
|
1.96K
$3.97M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
120+ 89.55% |
$185K - $214K
|
254
$515K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
120New |
$185K - $214K
|
120
$243K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
120New |
$185K - $214K
|
120
$243K
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
118New |
$182K - $211K
|
118
$239K
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
107+ 3.86% |
$165K - $191K
|
2.88K
$5.83M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
105+ 14.71% |
$162K - $187K
|
819
$1.66M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
104+ 64.2% |
$160K - $186K
|
266
$539K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
92+ 33.7% |
$142K - $164K
|
365
$740K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
90+ 5.24% |
$139K - $161K
|
1.81K
$3.67M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
90+ 61.64% |
$139K - $161K
|
236
$478K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
81+ 1.39% |
$125K - $145K
|
5.93K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
81+ 2.3% |
$125K - $145K
|
3.6K
$7.3M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74+ 41.34% |
$114K - $132K
|
253
$513K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
73+ 17.46% |
$113K - $130K
|
491
$995K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
69+ 0.76% |
$106K - $123K
|
9.12K
$18.5M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
67New |
$103K - $120K
|
67
$136K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 21.81% |
$100K - $116K
|
363
$736K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
65+ 26.0% |
$100K - $116K
|
315
$638K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
64+ 7.3% |
$98.7K - $114K
|
941
$1.91M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
62+ 1.58% |
$95.6K - $111K
|
3.98K
$8.07M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 1.85% |
$95.6K - $111K
|
3.42K
$6.93M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
62+ 13.19% |
$95.6K - $111K
|
532
$1.08M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
62+ 2.7% |
$95.6K - $111K
|
2.36K
$4.78M
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
60+ 31.41% |
$92.5K - $107K
|
251
$509K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
60+ 14.6% |
$92.5K - $107K
|
471
$954K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
56New |
$86.4K - $100K
|
56
$113K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50+ 3.19% |
$77.1K - $89.3K
|
1.62K
$3.28M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 140.0% |
$75.6K - $87.5K
|
84
$170K
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
49+ 18.22% |
$75.6K - $87.5K
|
318
$644K
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
48+ 24.49% |
$74K - $85.7K
|
244
$494K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46+ 11.11% |
$70.9K - $82.1K
|
460
$932K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45+ 2.1% |
$69.4K - $80.3K
|
2.19K
$4.43M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 22.56% |
$67.8K - $78.5K
|
239
$484K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42+ 2.13% |
$64.8K - $75K
|
2.02K
$4.09M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 3.36% |
$60.1K - $69.6K
|
1.2K
$2.43M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
39+ 4.24% |
$60.1K - $69.6K
|
958
$1.94M
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
38+ 0.48% |
$58.6K - $67.8K
|
8.03K
$16.3M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
38+ 1.02% |
$58.6K - $67.8K
|
3.76K
$7.63M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37+ 4.16% |
$57.1K - $66K
|
927
$1.88M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 6.25% |
$57.1K - $66K
|
629
$1.27M
|