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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
2
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
4
Citadel Advisors
Florida
$815K
5
ACM
5
Alta Capital Management
Utah
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
501
Marks Group Wealth Management
Minnesota
$537K -$1.73K -1 -0.3%
ECM
502
Elgethun Capital Management
South Dakota
$528K -$124K -72 -19%
CPW
503
Crestmont Private Wealth
Texas
$520K +$24.2K +14 +5%
NA
504
NewEdge Advisors
Louisiana
$518K – – –
AAS
505
Avantax Advisory Services
Texas
$516K +$55.2K +32 +12%
FRM
506
Fox Run Management
Connecticut
$514K +$288K +167 +127%
HAG
507
HighPoint Advisor Group
Illinois
$514K +$35K +18 +7%
HTC
508
Haverford Trust Company
Pennsylvania
$508K -$242K -140 -32%
NB
509
NBT Bank
New York
$499K – – –
FAIM
510
Financial Advocates Investment Management
Washington
$499K +$51.8K +30 +12%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$497K -$84.6K -49 -15%
GWANC
512
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$259K +150 +109%
MAM
513
Madison Asset Management
Wisconsin
$493K – – –
MIA
514
Madison Investment Advisors
Wisconsin
$493K +$493K +285 New
OAM
515
Oppenheimer Asset Management
New York
$492K +$58.7K +34 +14%
CNTOF
516
Canandaigua National Trust of Florida
New York
$489K +$489K +283 New
XT
517
XTX Topco
Cayman Islands
$485K -$1.07M -620 -69%
MP
518
Mangrove Partners
Connecticut
$485K +$485K +281 New
BRG
519
Bay Rivers Group
Virginia
$483K – – –
EF
520
Empowered Funds
Pennsylvania
$482K +$51.8K +30 +12%
APW
521
Acima Private Wealth
Virginia
$476K – – –
GIC
522
Generali Investments CEE
Czech Republic
$475K +$475K +275 New
YCM
523
Yousif Capital Management
Michigan
$473K +$24.2K +14 +5%
CCA
524
Cadent Capital Advisors
Oklahoma
$464K – – –
LIM
525
Leavell Investment Management
Alabama
$463K -$13.8K -8 -3%
19 20
21
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