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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
Citadel Advisors
Florida
$815K
5
ACM
Alta Capital Management
Utah
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
426
Hunter Associates Investment Management
Pennsylvania
$890K -$397K -230 -31%
Chevy Chase Trust
427
Chevy Chase Trust
Maryland
$889K – – –
HC
428
Hara Capital
Washington
$887K +$435K +252 +96%
SCA
429
Sage Capital Advisors
South Dakota
$863K – – –
AT
430
Avalon Trust
New Mexico
$863K – – –
DFCM
431
Dark Forest Capital Management
Puerto Rico
$863K +$863K +500 New
Bessemer Group
432
Bessemer Group
New Jersey
$853K -$518K -300 -38%
JWCA
433
J.W. Cole Advisors
Florida
$848K +$126K +73 +17%
BNP Paribas Asset Management
434
BNP Paribas Asset Management
France
$846K -$292K -169 -26%
LAM
435
Lakewood Asset Management
Illinois
$842K +$3.45K +2 +0.4%
ASN
436
Advisory Services Network
Georgia
$842K -$109K -63 -11%
Neuberger Berman Group
437
Neuberger Berman Group
New York
$839K -$25.9K -15 -3%
MC
438
Machina Capital
France
$837K -$444K -257 -35%
KAS
439
Kestra Advisory Services
Texas
$820K -$167K -97 -17%
PWM
440
Perigon Wealth Management
California
$816K +$21.2K +12 +3%
Citadel Advisors
441
Citadel Advisors
Florida
$815K -$48.5M -28,116 -98%
Envestnet Portfolio Solutions
442
Envestnet Portfolio Solutions
Illinois
$815K -$689K -399 -46%
BCA
443
Bay Colony Advisors
Massachusetts
$813K +$104K +60 +15%
SG Americas Securities
444
SG Americas Securities
New York
$810K +$810K +469 New
CIA
445
Concurrent Investment Advisors
Florida
$810K +$12.1K +7 +2%
CGF
446
Constant Guidance Financial
Massachusetts
$801K +$801K +464 New
MWM
447
Mission Wealth Management
California
$797K +$1.73K +1 +0.2%
WIM
448
WealthPlan Investment Management
Nebraska
$794K +$79.4K +46 +11%
FSA
449
Financial Security Advisor
Virginia
$773K -$6.91K -4 -0.9%
CG
450
Caprock Group
Idaho
$765K -$140K -81 -15%
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