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Markel Group

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$709K +$3.15K +2 +0.4%
PWM
427
Perigon Wealth Management
California
$704K +$3.15K +2 +0.4%
CIBC Asset Management
428
CIBC Asset Management
Ontario, Canada
$703K +$17.3K +11 +3%
CIA
429
Concurrent Investment Advisors
Florida
$701K -$615K -390 -47%
Chevy Chase Trust
430
Chevy Chase Trust
Maryland
$695K
GC
431
Gilbert & Cook
Iowa
$693K -$109K -69 -14%
BAM
432
Brave Asset Management
New Jersey
$692K
PAG
433
Private Advisor Group
New Jersey
$676K -$39.4K -25 -6%
QWM
434
Quadcap Wealth Management
Texas
$668K -$20.5K -13 -3%
IVP
435
Intrinsic Value Partners
Arizona
$665K
YDMI
436
Y.D. More Investments
Israel
$662K +$662K +420 New
SG Americas Securities
437
SG Americas Securities
New York
$659K -$1.14M -726 -63%
OGC
438
Oak Grove Capital
New Hampshire
$646K +$118K +75 +22%
MIA
439
MainStreet Investment Advisors
Illinois
$641K -$1.58K -1 -0.2%
LTAS
440
Linden Thomas Advisory Services
North Carolina
$638K +$6.3K +4 +1%
ECM
441
ExodusPoint Capital Management
New York
$637K +$637K +404 New
HIS
442
Harvest Investment Services
Illinois
$632K -$134K -85 -17%
CWM
443
Calamos Wealth Management
Illinois
$630K -$158K -100 -20%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$627K -$11K -7 -2%
WIM
445
WealthPlan Investment Management
Nebraska
$619K +$251K +159 +68%
Caisse de Depot et Placement du Quebec (CDPQ)
446
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$613K -$422K -268 -41%
SWM
447
Spire Wealth Management
Virginia
$613K -$9.45K -6 -2%
EGM
448
Engineers Gate Manager
New York
$600K +$600K +381 New
ECM
449
Elgethun Capital Management
South Dakota
$596K
MYIA
450
Mount Yale Investment Advisors
Colorado
$594K