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Markel Group
MKL

Overview Fund Activity

803 hedge funds and large institutions have $15.7B invested in Markel Group in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 40 closing their positions.

Holders
803
Holders Change
+63
Holders Change %
+8.51%
% of All Funds
11.68%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
113
Increased
236
Reduced
279
Closed
40
Calls
$25.2M
Puts
$67M
Net Calls
-$41.8M
Net Calls Change
-$27.8M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$154M
2
Boston Partners
2
Boston Partners
Massachusetts
$374M
3
Invesco
3
Invesco
Georgia
$55.5M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$134M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$35.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20M
2
GC
2
Giverny Capital
Quebec, Canada
$65.3M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$153M
4
Canada Life
4
Canada Life
Manitoba, Canada
$78.8M
5
SI
5
Scharf Investments
California
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
376
Credit Agricole
France
$1.1M 699 +462 +195%
PS
377
Principal Securities
Iowa
$1.09M 690 -44 -6%
FFA
378
Fi3 Financial Advisors
Indiana
$1.08M 687 -3 -0.4%
FIM
379
Fruth Investment Management
Texas
$1.08M 685 – –
HGWM
380
Horst & Graben Wealth Management
Oregon
$1.07M 676 – –
QCM
381
Quantinno Capital Management
New York
$1.06M 673 +20 +3%
SC
382
Savant Capital
Illinois
$1.03M 651 +358 +122%
VPIM
383
Vanguard Personalized Indexing Management
California
$1.02M 648 +123 +23%
RCA
384
Resonant Capital Advisors
Wisconsin
$1.01M 641 +44 +7%
MC
385
Machina Capital
France
$990K 628 +628 New
BHCM
386
Brevan Howard Capital Management
Jersey
$982K 623 +623 New
KS
387
Karpas Strategies
Connecticut
$977K 620 -38 -6%
LCOV
388
London Company of Virginia
Virginia
$956K 607 – –
IMCOOI
389
Investment Management Corp of Ontario (IMCO)
Canada
$947K 601 -1,677 -74%
SIRP
390
Shelter Insurance Retirement Plan
Missouri
$945K 600 – –
EWA
391
Encompass Wealth Advisors
Oregon
$945K 600 – –
KAS
392
Kestra Advisory Services
Texas
$933K 623 -16 -3%
CCP
393
Carmel Capital Partners
California
$928K 589 +5 +0.9%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$925K 587 +4 +0.7%
AAP
395
Arax Advisory Partners
Colorado
$922K 585 +84 +17%
HWM
396
HB Wealth Management
Georgia
$920K 584 +73 +14%
ST
397
Smithfield Trust
Pennsylvania
$918K 582 -2 -0.3%
CA
398
Clearstead Advisors
Ohio
$909K 577 +552 +2,208%
PGWM
399
Parisi Gray Wealth Management
New Jersey
$901K 572 +29 +5%
VEA
400
Virtus ETF Advisers
New York
$901K 572 +572 New
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16
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