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Markel Group

810 hedge funds and large institutions have $15.7B invested in Markel Group in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 238 increasing their positions, 280 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

9% more funds holding

Funds holding: 745810 (+65)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more capital invested

Capital invested by funds: $15.4B → $15.7B (+$344M)

1.07% less ownership

Funds ownership: 77.95%76.87% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 280

62% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $67M

Holders
810
Holders Change
+65
Holders Change %
+8.72%
% of All Funds
11.7%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
116
Increased
238
Reduced
280
Closed
41
Calls
$25.2M
Puts
$67M
Net Calls
-$41.8M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
26
Mitsubishi UFJ Trust & Banking
Japan
$130M -$4.84M -3,116 -4%
PCH
27
Polar Capital Holdings
United Kingdom
$129M +$3.49M +2,250 +3%
ESBC
28
E.S. Barr & Co
Kentucky
$124M -$1.43M -924 -1%
FWIA
29
Fort Washington Investment Advisors
Ohio
$123M -$486K -313 -0.4%
CCM
30
Check Capital Management
California
$122M +$203K +131 +0.2%
Bank Julius Baer & Co
31
Bank Julius Baer & Co
Switzerland
$121M -$6.22M -4,004 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$111M +$2.03M +1,305 +2%
Jennison Associates
33
Jennison Associates
New York
$110M -$9.8M -6,312 -8%
AC
34
Avenir Corporation
Virginia
$109M -$18M -11,578 -14%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$104M -$23.8M -15,354 -19%
Wells Fargo
36
Wells Fargo
California
$103M -$3.43M -2,207 -3%
EIP
37
Epoch Investment Partners
New York
$93.4M -$3.16M -2,032 -3%
GHCMRT
38
Graham Holdings Co Master Retirement Trust
Virginia
$91.4M
CB
39
Cooke & Bieler
Pennsylvania
$90.5M -$101K -65 -0.1%
GHC
40
Graham Holdings Company
Virginia
$87.3M
Charles Schwab
41
Charles Schwab
California
$86.6M +$2.48M +1,599 +3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$83.7M -$1.47M -948 -2%
Canada Life
43
Canada Life
Manitoba, Canada
$78.8M -$27.6M -17,782 -26%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$78.3M +$2.22M +1,431 +3%
APG Asset Management
45
APG Asset Management
Netherlands
$73.5M -$8.53M -5,493 -10%
TSW
46
Thompson Siegel & Walmsley
Virginia
$72.6M -$21M -13,543 -23%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$68.3M +$38.8K +25 +0.1%
ACA
48
Anchor Capital Advisors
Massachusetts
$67.7M -$3.37M -2,172 -5%
GC
49
Giverny Capital
Quebec, Canada
$65.3M -$60.7M -39,078 -49%
MAMU
50
Marathon Asset Management (UK)
United Kingdom
$63.2M -$3.74M -2,407 -6%

MKL Hedge Fund Activity: Q2 2024 in Review

810 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2024, worth a combined $15.7B — up 2.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new MKL positions and 41 closed out — a net gain of 75 holders — while 238 added to existing stakes and 280 trimmed.

The largest buyer was UBS AM, adding an estimated $43.1M. The largest seller was Select Equity Group, cutting an estimated $62.3M.

  • 810 institutional investors held Markel Group (MKL) as of Q2 2024, up from 745 in Q1 2024.
  • Funds reported $15.7B of Markel Group stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 116 funds opened new Markel Group positions in Q2 2024 and 41 closed out, a net change of +75 holders.
  • The largest Markel Group buyer in Q2 2024 was UBS AM, an estimated $43.1M added.
  • The largest Markel Group seller in Q2 2024 was Select Equity Group, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.