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 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
125New |
$193K - $223K
|
125
$237K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
121New |
$187K - $216K
|
121
$230K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
120+ 6.52% |
$185K - $214K
|
1.96K
$3.72M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
120+ 89.55% |
$185K - $214K
|
254
$482K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
120New |
$185K - $214K
|
120
$228K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
120New |
$185K - $214K
|
120
$228K
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
118New |
$182K - $211K
|
118
$224K
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
107+ 3.86% |
$165K - $191K
|
2.88K
$5.46M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
105+ 14.71% |
$162K - $187K
|
819
$1.56M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
104+ 64.2% |
$160K - $186K
|
266
$505K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
92+ 33.7% |
$142K - $164K
|
365
$693K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
90+ 5.24% |
$139K - $161K
|
1.81K
$3.44M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
90+ 61.64% |
$139K - $161K
|
236
$448K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
81+ 2.3% |
$125K - $145K
|
3.6K
$6.85M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
81+ 1.39% |
$125K - $145K
|
5.93K
$11.3M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
74+ 41.34% |
$114K - $132K
|
253
$481K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
73+ 17.46% |
$113K - $130K
|
491
$933K
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
72+ 13.56% |
$111K - $129K
|
603
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
70New |
$108K - $125K
|
70
$133K
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
69+ 0.76% |
$106K - $123K
|
9.12K
$17.3M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
67New |
$103K - $120K
|
67
$127K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
65+ 26.0% |
$100K - $116K
|
315
$598K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 21.81% |
$100K - $116K
|
363
$689K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
64+ 7.3% |
$98.7K - $114K
|
941
$1.79M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
63+ 0.9% |
$97.1K - $112K
|
7.07K
$13.4M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 1.85% |
$95.6K - $111K
|
3.42K
$6.5M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
62+ 1.58% |
$95.6K - $111K
|
3.98K
$7.56M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
62+ 2.7% |
$95.6K - $111K
|
2.36K
$4.48M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
62+ 13.19% |
$95.6K - $111K
|
532
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
60+ 14.6% |
$92.5K - $107K
|
471
$895K
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
60+ 31.41% |
$92.5K - $107K
|
251
$477K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 9.81% |
$86.4K - $100K
|
627
$1.19M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
56New |
$86.4K - $100K
|
56
$106K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52+ 1.75% |
$80.2K - $92.8K
|
3.02K
$5.74M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50+ 3.19% |
$77.1K - $89.3K
|
1.62K
$3.07M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
49+ 18.22% |
$75.6K - $87.5K
|
318
$604K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
49+ 7.38% |
$75.6K - $87.5K
|
713
$1.35M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 140.0% |
$75.6K - $87.5K
|
84
$160K
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
48+ 24.49% |
$74K - $85.7K
|
244
$463K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
48+ 2.39% |
$74K - $85.7K
|
2.06K
$3.91M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47+ 5.63% |
$72.5K - $83.9K
|
882
$1.68M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46+ 11.11% |
$70.9K - $82.1K
|
460
$874K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45+ 2.1% |
$69.4K - $80.3K
|
2.19K
$4.16M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 22.56% |
$67.8K - $78.5K
|
239
$454K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
43+ 8.25% |
$66.3K - $76.8K
|
564
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42+ 2.13% |
$64.8K - $75K
|
2.02K
$3.83M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 45.65% |
$64.8K - $75K
|
134
$255K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39+ 3.36% |
$60.1K - $69.6K
|
1.2K
$2.28M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
39+ 4.24% |
$60.1K - $69.6K
|
958
$1.82M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
38+ 1.02% |
$58.6K - $67.8K
|
3.76K
$7.15M
|