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Markel Group

791 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 302 increasing their positions, 244 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 244

0.81% less ownership

Funds ownership: 76.87%76.07% (-0.81%)

2% less capital invested

Capital invested by funds: $15.7B → $15.4B (-$307M)

2% less call options, than puts

Call options by funds: $31.4M | Put options by funds: $32M

2% less funds holding

Funds holding: 810791 (-19)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

12% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 76

Holders
791
Holders Change
-19
Holders Change %
-2.35%
% of All Funds
11.36%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.45%
New
67
Increased
302
Reduced
244
Closed
76
Calls
$31.4M
Puts
$32M
Net Calls
-$627K
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
26
E.S. Barr & Co
Kentucky
$124M +$337K +215 +0.3%
FWIA
27
Fort Washington Investment Advisors
Ohio
$122M -$412K -263 -0.3%
CCM
28
Check Capital Management
California
$121M +$23.5K +15 +0%
Bank Julius Baer & Co
29
Bank Julius Baer & Co
Switzerland
$121M -$3.83M -2,445 -3%
Mitsubishi UFJ Trust & Banking
30
Mitsubishi UFJ Trust & Banking
Japan
$118M -$11.2M -7,128 -9%
Jennison Associates
31
Jennison Associates
New York
$112M +$2.64M +1,689 +2%
HighTower Advisors
32
HighTower Advisors
Illinois
$111M +$29.7K +19 +0%
Wells Fargo
33
Wells Fargo
California
$104M +$1.78M +1,140 +2%
EIP
34
Epoch Investment Partners
New York
$102M +$9.19M +5,871 +10%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$96.9M -$6.89M -4,400 -7%
AC
36
Avenir Corporation
Virginia
$92.4M -$16.2M -10,332 -15%
GHCMRT
37
Graham Holdings Co Master Retirement Trust
Virginia
$91M
CB
38
Cooke & Bieler
Pennsylvania
$89.3M -$876K -560 -1%
Charles Schwab
39
Charles Schwab
California
$87.4M +$1.2M +766 +1%
GHC
40
Graham Holdings Company
Virginia
$86.9M
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$83.3M +$45.4K +29 +0.1%
DAM
42
Davis Asset Management
California
$78.4M +$23.5M +15,000 +43%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$78M +$87.6K +56 +0.1%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$73.4M +$5.43M +3,469 +8%
TSW
45
Thompson Siegel & Walmsley
Virginia
$72.5M +$208K +133 +0.3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$67.3M +$5.42M +3,466 +9%
GC
47
Giverny Capital
Quebec, Canada
$67M +$1.9M +1,213 +3%
UBS Group
48
UBS Group
Switzerland
$66.9M +$16.2M +10,338 +32%
ACA
49
Anchor Capital Advisors
Massachusetts
$65.7M -$1.62M -1,037 -2%
SC
50
Steginsky Capital
New York
$61.2M +$726K +464 +1%

MKL Hedge Fund Activity: Q3 2024 in Review

791 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2024, worth a combined $15.4B — down 1.9% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of MKL and 67 opened new positions — a net loss of 9 holders — while 244 trimmed existing stakes and 302 added.

The largest buyer was Citadel Advisors, adding an estimated $30.3M. The largest seller was Mackenzie Financial, cutting an estimated $91.9M.

  • 791 institutional investors held Markel Group (MKL) as of Q3 2024, down from 810 in Q2 2024.
  • Funds reported $15.4B of Markel Group stock for Q3 2024, down 1.9% quarter-over-quarter.
  • 67 funds opened new Markel Group positions in Q3 2024 and 76 closed out, a net change of -9 holders.
  • The largest Markel Group buyer in Q3 2024 was Citadel Advisors, an estimated $30.3M added.
  • The largest Markel Group seller in Q3 2024 was Mackenzie Financial, an estimated $91.9M sold.

Based on aggregated 13F filings for Q3 2024.