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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.

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

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 Holding Trade Value Shares
Change 		Shares
Change %
VA
451
Vident Advisory
Georgia
$588K +$14.2K +9 +2%
BCA
452
Bay Colony Advisors
Massachusetts
$586K – – –
MIM
453
MetLife Investment Management
New Jersey
$585K +$180K +114 +44%
CSI
454
Cross Staff Investments
New York
$583K – – –
BBI
455
Baxter Bros Inc
Connecticut
$577K -$78.8K -50 -12%
DWM
456
Diversify Wealth Management
Utah
$568K +$568K +376 New
IP
457
Intellectus Partners
California
$567K -$104K -66 -15%
SF
458
Synovus Financial
Georgia
$564K – – –
RWM
459
Ritholtz Wealth Management
New York
$563K -$59.9K -38 -10%
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$558K -$36.2K -23 -6%
PCIA
461
Prime Capital Investment Advisors
Kansas
$553K -$3.15K -2 -0.6%
BMSSC
462
B. Metzler seel. Sohn & Co
Germany
$553K +$117K +74 +27%
KPWS
463
Kestra Private Wealth Services
Texas
$551K -$34.7K -22 -6%
CP
464
Cumberland Partners
Ontario, Canada
$551K +$551K +350 New
GT
465
Glenmede Trust
Pennsylvania
$542K +$63K +40 +13%
DFCM
466
Dark Forest Capital Management
Puerto Rico
$540K +$540K +343 New
TMAM
467
Tokio Marine Asset Management
Japan
$539K +$9.45K +6 +2%
MAM
468
Madison Asset Management
Wisconsin
$538K -$311K -197 -37%
BAM
469
Boyar Asset Management
New York
$533K +$20.5K +13 +4%
FSCM
470
Front Street Capital Management
Montana
$532K +$61.1K +40 +13%
CCA
471
Conestoga Capital Advisors
Pennsylvania
$528K -$189K -120 -26%
GCP
472
GSA Capital Partners
United Kingdom
$525K +$72.5K +46 +16%
VWM
473
Venturi Wealth Management
Texas
$525K -$9.45K -6 -2%
BEC
474
Blue Edge Capital
Virginia
$525K – – –
WAG
475
Winthrop Advisory Group
Massachusetts
$515K – – –
17 18
19
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