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Markel Group
MKL

Overview Fund Activity

816 hedge funds and large institutions have $17.2B invested in Markel Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 258 increasing their positions, 283 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+35
Holders Change %
+4.48%
% of All Funds
10.87%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.57%
New
96
Increased
258
Reduced
283
Closed
51
Calls
$226M
Puts
$35M
Net Calls
+$191M
Net Calls Change
+$192M

Top Buyers

1
JPM
1
JANA Partners Management
New York
$188M
2
DSA
2
Davis Selected Advisers
Arizona
$640M
3
UBS Group
3
UBS Group
Switzerland
$192M
4
Boston Partners
4
Boston Partners
Massachusetts
$487M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$210M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
2
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
4
Citadel Advisors
Florida
$815K
5
ACM
5
Alta Capital Management
Utah
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
351
TD Private Client Wealth
New York
$1.52M +$81.1K +47 +6%
AWM
352
Axxcess Wealth Management
California
$1.51M -$15.5K -9 -1%
Macquarie Group
353
Macquarie Group
Australia
$1.5M +$452K +353 +43%
BEI
354
Benjamin Edwards Inc
Missouri
$1.5M +$659K +382 +79%
BCI
355
Brinker Capital Investments
Pennsylvania
$1.49M -$1.26M -731 -46%
OPS
356
Orion Portfolio Solutions
Nebraska
$1.49M -$1.26M -731 -46%
CP
357
CenterBook Partners
Connecticut
$1.49M -$3.11M -1,804 -68%
FHB
358
First Hawaiian Bank
Hawaii
$1.48M -$737K -427 -33%
MOS
359
MGO One Seven
Ohio
$1.48M +$96.7K +56 +7%
MML Investors Services
360
MML Investors Services
Massachusetts
$1.46M +$62.1K +36 +4%
EI
361
Ethic Inc
New York
$1.46M +$186K +108 +15%
II
362
Inspire Investing
Idaho
$1.41M +$181K +105 +15%
SAA
363
Southeast Asset Advisors
Georgia
$1.41M – – –
TCM
364
Tributary Capital Management
Nebraska
$1.4M +$419K +243 +43%
SC
365
Scotia Capital
Ontario, Canada
$1.39M -$661K -383 -32%
CIA
366
Compass Ion Advisors
Pennsylvania
$1.35M – – –
RWM
367
RKL Wealth Management
Pennsylvania
$1.34M – – –
RA
368
RFG Advisory
Alabama
$1.32M -$8.63K -5 -0.6%
GF
369
Gabelli Funds
New York
$1.32M +$1.32M +764 New
MSFS
370
Main Street Financial Solutions
Pennsylvania
$1.3M +$8.63K +5 +0.7%
AIC
371
Aurora Investment Counsel
Georgia
$1.3M – – –
PWP
372
Principle Wealth Partners
Connecticut
$1.27M – – –
SF
373
Strategent Financial
Virginia
$1.27M +$1.27M +737 New
HBT
374
Hills Bank & Trust
Iowa
$1.26M -$3.45K -2 -0.3%
AA
375
Ancora Advisors
Ohio
$1.26M -$34.5K -20 -3%
13 14
15
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