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Markel Group
MKL

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.8M
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$160M
3
DAM
3
Davis Asset Management
California
$78.4M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.4M
5
State Street
5
State Street
Massachusetts
$516M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$60.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$313M
3
First Manhattan
3
First Manhattan
New York
$144M
4
Invesco
4
Invesco
Georgia
$27.9M
5
Canada Life
5
Canada Life
Manitoba, Canada
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
501
Acima Private Wealth
Virginia
$433K – – –
CCM
502
Coldstream Capital Management
Washington
$430K +$15.7K +10 +4%
AFG
503
Atomi Financial Group
New York
$428K +$428K +273 New
OTL
504
Oak Thistle LLC
New York
$428K +$428K +273 New
AMBIA
505
Allen Mooney & Barnes Investment Advisors
Georgia
$427K +$427K +272 New
CCA
506
Cadent Capital Advisors
Oklahoma
$422K – – –
QCM
507
QRG Capital Management
Illinois
$422K +$23.5K +15 +6%
AAS
508
Avantax Advisory Services
Texas
$419K -$9.41K -6 -2%
AG
509
AlTi Global
New York
$419K +$419K +267 New
SIM
510
Sentry Investment Management
Wisconsin
$413K – – –
AIM
511
Allen Investment Management
New York
$411K – – –
HC
512
Hara Capital
Washington
$411K +$1.57K +1 +0.4%
SWP
513
Stratos Wealth Partners
Ohio
$411K +$135K +86 +49%
DA
514
Dover Advisors
Virginia
$409K -$22K -14 -5%
YCM
515
Yousif Capital Management
Michigan
$408K +$3.14K +2 +0.8%
TW
516
TritonPoint Wealth
Maryland
$407K -$7.83K -5 -2%
FAIM
517
Financial Advocates Investment Management
Washington
$406K +$12.5K +8 +3%
MA
518
MCF Advisors
Kentucky
$400K – – –
FFM
519
Flagstone Financial Management
Nebraska
$398K – – –
GJWM
520
Gilliland Jeter Wealth Management
Arkansas
$397K – – –
DWM
521
Dakota Wealth Management
Florida
$395K +$25.1K +16 +7%
OAM
522
Oppenheimer Asset Management
New York
$394K -$11K -7 -3%
SCM
523
Sebold Capital Management
Illinois
$394K +$6.27K +4 +2%
TNBTD
524
Trustmark National Bank Trust Department
Mississippi
$392K – – –
NFGCM
525
Norman Fields Gottscho Capital Management
New York
$392K – – –
19 20
21
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