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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 %
AWM
476
Apollon Wealth Management
South Carolina
$512K -$50.4K -32 -9%
MGWM
477
Marks Group Wealth Management
Minnesota
$506K -$29.9K -19 -6%
IWC
478
Integrated Wealth Concepts
Massachusetts
$504K -$117K -74 -19%
THWM
479
Taylor Hoffman Wealth Management
Virginia
$504K – – –
UM
480
UniSuper Management
Australia
$488K +$189K +120 +63%
RIA
481
Realta Investment Advisors
Delaware
$487K +$487K +309 New
CFG
482
Citizens Financial Group
Rhode Island
$487K +$487K +309 New
AF
483
Advisornet Financial
Minnesota
$484K +$44.1K +28 +10%
BIA
484
Beacon Investment Advisors
Maryland
$479K +$7.88K +5 +2%
NB
485
NBT Bank
New York
$479K -$110K -70 -19%
RFA
486
Resurgent Financial Advisors
Georgia
$477K +$44.1K +28 +10%
SFI
487
Siemens Fonds Invest
Germany
$474K – – –
SRL
488
Scientech Research LLC
New Jersey
$473K +$473K +300 New
OAM
489
Oxford Asset Management
United Kingdom
$468K +$468K +297 New
ATPW
490
Ashton Thomas Private Wealth
Arizona
$460K -$124K -79 -21%
AIM
491
Aigen Investment Management
New York
$459K +$459K +291 New
Verition Fund Management
492
Verition Fund Management
Connecticut
$452K +$452K +287 New
BRG
493
Bay Rivers Group
Virginia
$449K -$39.4K -25 -8%
WAG
494
Wallace Advisory Group
California
$441K -$7.88K -5 -2%
LIM
495
Leavell Investment Management
Alabama
$435K +$132K +84 +44%
APW
496
Acima Private Wealth
Virginia
$435K – – –
TRCT
497
Tower Research Capital (TRC)
New York
$435K +$178K +113 +69%
DA
498
Dover Advisors
Virginia
$433K +$4.73K +3 +1%
AAS
499
Avantax Advisory Services
Texas
$430K +$129K +82 +43%
BSW
500
Buckingham Strategic Wealth
Missouri
$429K -$113K -72 -21%
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