MKL icon

Markel Group

781 hedge funds and large institutions have $15.2B invested in Markel Group in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 241 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-22
Holders Change %
-2.74%
% of All Funds
11.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.45%
New
66
Increased
300
Reduced
241
Closed
78
Calls
$31.4M
Puts
$32M
Net Calls
-$627K
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
476
Venturi Wealth Management
Texas
$538K +$15.7K +10 +3%
BAM
477
Boyar Asset Management
New York
$532K +$1.57K +1 +0.3%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$529K -$26.7K -17 -5%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$527K -$179K -114 -25%
BEC
480
Blue Edge Capital
Virginia
$522K
WAG
481
Winthrop Advisory Group
Massachusetts
$513K
CFG
482
Citizens Financial Group
Rhode Island
$494K +$9.41K +6 +2%
AFM
483
Anson Funds Management
Texas
$494K +$494K +315 New
THCM
484
Taylor Hoffman Capital Management
Virginia
$493K +$493K +320 New
KPWS
485
Kestra Private Wealth Services
Texas
$489K -$59.6K -38 -11%
MGWM
486
Marks Group Wealth Management
Minnesota
$489K -$14.1K -9 -3%
UM
487
UniSuper Management
Australia
$486K
BIA
488
Beacon Investment Advisors
Maryland
$478K +$1.57K +1 +0.3%
BAM
489
Blueshift Asset Management
New Jersey
$475K +$475K +303 New
NA
490
NewEdge Advisors
Louisiana
$471K +$195K +124 +70%
AWM
491
Apollon Wealth Management
South Carolina
$467K -$42.4K -27 -8%
GT
492
Glenmede Trust
Pennsylvania
$467K -$72.2K -46 -13%
NB
493
NBT Bank
New York
$453K -$23.5K -15 -5%
CPW
494
Crestmont Private Wealth
Texas
$450K +$34.5K +22 +8%
IWC
495
Integrated Wealth Concepts
Massachusetts
$449K -$53.3K -34 -11%
MAM
496
Madison Asset Management
Wisconsin
$448K -$88K -56 -16%
WAG
497
Wallace Advisory Group
California
$441K
BRG
498
Bay Rivers Group
Virginia
$439K -$7.84K -5 -2%
RFA
499
Resurgent Financial Advisors
Georgia
$438K -$37.6K -24 -8%
LIM
500
Leavell Investment Management
Alabama
$433K