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Markel Group
MKL

Overview Fund Activity

740 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+13
Holders Change %
+1.79%
% of All Funds
10.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.46%
New
92
Increased
267
Reduced
239
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$326M
2
Select Equity Group
Select Equity Group
New York
$80.3M
3
First Manhattan
First Manhattan
New York
$168M
4
UBS Group
UBS Group
Switzerland
$52.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$796M
2
Invesco
Invesco
Georgia
$27M
3
DC
Davenport & Co
Virginia
$310M
4
WIM
Weitz Investment Management
Nebraska
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
226
Investment Management Corp of Ontario (IMCO)
Canada
$3.47M +$3.02M +1,985 +677%
DnB Asset Management
227
DnB Asset Management
Norway
$3.45M +$3.45M +2,269 New
BZWA
228
Blue Zone Wealth Advisors
California
$3.45M +$98.9K +65 +3%
BPA
229
Beacon Pointe Advisors
California
$3.37M -$234K -154 -6%
LIP
230
Liontrust Investment Partners
United Kingdom
$3.37M -$107K -70 -3%
NIM
231
Needham Investment Management
New York
$3.35M +$76.1K +50 +2%
SFM
232
Systematic Financial Management
New Jersey
$3.27M +$458K +301 +16%
TAF
233
Tredje AP-fonden
Sweden
$3.21M +$176K +116 +6%
PA
234
Parallel Advisors
California
$3.18M +$333K +219 +12%
RI
235
Ridgewood Investments
New Jersey
$3.16M -$16.7K -11 -0.5%
FRAF
236
Första AP-fonden
Sweden
$3.15M +$669K +440 +27%
FG
237
Fiduciary Group
Georgia
$3.13M -$73K -48 -2%
DADC
238
D.A. Davidson & Co
Montana
$3.12M -$95.9K -63 -3%
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$3.06M -$3.36M -2,208 -52%
AI
240
Atria Investments
North Carolina
$3.05M -$7.61K -5 -0.2%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$3.05M +$108K +71 +4%
LG
242
Leuthold Group
Minnesota
$3.05M +$3.05M +2,002 New
CIC
243
Canal Insurance Company
South Carolina
$3.04M – – –
AM
244
AGF Management
Ontario, Canada
$2.92M -$429K -282 -13%
SAM
245
Stansberry Asset Management
Texas
$2.91M +$2.91M +1,912 New
ECM
246
English Capital Management
Michigan
$2.88M – – –
SOADOR
247
State of Alaska Department of Revenue
Alaska
$2.85M -$973K -640 -25%
TI
248
Tidal Investments
Wisconsin
$2.85M +$599K +393 +27%
RBA
249
Richard Bernstein Advisors
New York
$2.8M – – –
SIC
250
Salem Investment Counselors
North Carolina
$2.76M -$33.5K -22 -1%
8 9
10
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