MKL icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
PAS
526
Park Avenue Securities
New York
$388K 246 – –
MYAM
527
Meiji Yasuda Asset Management
Japan
$383K 243 +2 +0.8%
VF
528
Virtu Financial
New York
$379K 241 -371 -61%
WA
529
Wambolt & Associates
Colorado
$378K 240 – –
DWM
530
Dakota Wealth Management
Florida
$372K 236 +30 +15%
FNBT
531
FineMark National Bank & Trust
Florida
$370K 235 -10 -4%
VI
532
Vestcor Inc
New Brunswick, Canada
$369K 234 – –
WorldQuant Millennium Advisors
533
WorldQuant Millennium Advisors
New York
$369K 234 +234 New
MCM
534
Manchester Capital Management
Vermont
$367K 233 +25 +12%
HTC
535
Haverford Trust Company
Pennsylvania
$367K 233 +233 New
OWA
536
One Wealth Advisors
California
$362K 238 -28 -11%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$361K 229 +91 +66%
O
538
Ossiam
France
$356K 226 +8 +4%
Acadian Asset Management
539
Acadian Asset Management
Massachusetts
$353K 225 +225 New
MF
540
Manchester Financial
California
$348K 221 -10 -4%
VI
541
Versor Investments
New York
$348K 221 +221 New
IWM
542
IHT Wealth Management
Illinois
$348K 221 +1 +0.5%
NC
543
nVerses Capital
Florida
$347K 220 +220 New
Simplex Trading
544
Simplex Trading
Illinois
$341K 217 +217 New
IP
545
Isthmus Partners
Wisconsin
$340K 216 – –
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$339K 215 +1 +0.5%
AC
547
Avestar Capital
New York
$337K 214 -458 -68%
DWP
548
Daymark Wealth Partners
Ohio
$334K 212 +20 +10%
FFG
549
Fiduciary Financial Group
California
$333K 207 +207 New
JWCA
550
J.W. Cole Advisors
Florida
$332K 211 -13 -6%
20 21
22
23 24