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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 %
Arrowstreet Capital
501
Arrowstreet Capital
Massachusetts
$427K -$6.68M -4,241 -94%
LWM
502
Lodestone Wealth Management
Washington
$424K -$6.31K -4 -1%
WS
503
Wedbush Securities
California
$424K -$34.7K -22 -8%
CCA
504
Cadent Capital Advisors
Oklahoma
$424K – – –
CPW
505
Crestmont Private Wealth
Texas
$418K -$12.6K -8 -3%
TW
506
TritonPoint Wealth
Maryland
$417K – – –
PHK
507
Point72 Hong Kong
Hong Kong
$416K +$416K +264 New
CCM
508
Coldstream Capital Management
Washington
$414K +$4.73K +3 +1%
SIM
509
Sentry Investment Management
Wisconsin
$414K -$85K -54 -17%
AIM
510
Allen Investment Management
New York
$413K – – –
HC
511
Hara Capital
Washington
$411K -$78.8K -50 -16%
YCM
512
Yousif Capital Management
Michigan
$407K -$9.45K -6 -2%
OAM
513
Oppenheimer Asset Management
New York
$407K +$6.3K +4 +2%
CAG
514
Crestwood Advisors Group
Massachusetts
$403K -$3.15K -2 -0.8%
MA
515
MCF Advisors
Kentucky
$402K – – –
P
516
&Partners
Tennessee
$402K +$402K +255 New
QCM
517
QRG Capital Management
Illinois
$400K -$687K -436 -63%
OWA
518
Opal Wealth Advisors
New York
$400K -$113K -72 -22%
FFM
519
Flagstone Financial Management
Nebraska
$400K – – –
GJWM
520
Gilliland Jeter Wealth Management
Arkansas
$399K – – –
FAIM
521
Financial Advocates Investment Management
Washington
$395K +$9.45K +6 +2%
TNBTD
522
Trustmark National Bank Trust Department
Mississippi
$394K – – –
ONB
523
Old National Bancorp
Indiana
$392K -$48.8K -31 -11%
NFGCM
524
Norman Fields Gottscho Capital Management
New York
$390K – – –
SCM
525
Sebold Capital Management
Illinois
$389K +$1.58K +1 +0.4%
19 20
21
22 23