MKL icon

Markel Group
MKL

Overview Fund Activity

816 hedge funds and large institutions have $17.2B invested in Markel Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 258 increasing their positions, 283 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+35
Holders Change %
+4.48%
% of All Funds
10.87%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.57%
New
96
Increased
258
Reduced
283
Closed
51
Calls
$226M
Puts
$35M
Net Calls
+$191M
Net Calls Change
+$192M

Top Buyers

1
JPM
JANA Partners Management
New York
$188M
2
DSA
Davis Selected Advisers
Arizona
$640M
3
UBS Group
UBS Group
Switzerland
$192M
4
Boston Partners
Boston Partners
Massachusetts
$487M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
Citadel Advisors
Florida
$815K
5
ACM
Alta Capital Management
Utah
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
476
Vident Advisory
Georgia
$630K -$5.18K -3 -0.8%
AWM
477
Apollon Wealth Management
South Carolina
$627K +$112K +65 +22%
IP
478
Intellectus Partners
California
$621K – – –
MIM
479
MetLife Investment Management
New Jersey
$613K -$13.8K -8 -2%
TMAM
480
Tokio Marine Asset Management
Japan
$611K – – –
VIA
481
Victrix Investment Advisors
Florida
$608K +$608K +352 New
MIA
482
MainStreet Investment Advisors
Illinois
$606K -$6.91K -4 -1%
BMSSC
483
B. Metzler seel. Sohn & Co
Germany
$606K – – –
BAM
484
Boyar Asset Management
New York
$606K +$20.7K +12 +4%
VWM
485
Venturi Wealth Management
Texas
$592K – – –
AF
486
Advisornet Financial
Minnesota
$587K -$10.4K -6 -2%
HIP
487
HUB Investment Partners
Texas
$587K +$587K +340 New
RWM
488
Ritholtz Wealth Management
New York
$582K -$19K -11 -3%
SAM
489
Shell Asset Management
Netherlands
$580K -$25.9K -15 -4%
BEC
490
Blue Edge Capital
Virginia
$575K – – –
WAG
491
Winthrop Advisory Group
Massachusetts
$564K – – –
THCM
492
Taylor Hoffman Capital Management
Virginia
$552K – – –
BIA
493
Beacon Investment Advisors
Maryland
$552K +$25.9K +15 +5%
O
494
Ossiam
France
$552K +$142K +82 +34%
QCM
495
QRG Capital Management
Illinois
$549K +$84.6K +49 +18%
CFG
496
Citizens Financial Group
Rhode Island
$545K +$1.73K +1 +0.3%
TWC
497
TD Waterhouse Canada
Ontario, Canada
$544K +$339K +196 +165%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$544K +$112K +65 +26%
AFM
499
Anson Funds Management
Texas
$544K – – –
KPWS
500
Kestra Private Wealth Services
Texas
$544K +$5.18K +3 +1%
18 19
20
21 22