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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 %
AG
526
AlTi Global
New York
$461K – – –
WANY
527
Wealthspire Advisors (New York)
New York
$459K +$180K +104 +64%
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$456K +$31.1K +18 +7%
IWC
529
Integrated Wealth Concepts
Massachusetts
$452K -$41.4K -24 -8%
AIM
530
Allen Investment Management
New York
$452K – – –
TW
531
TritonPoint Wealth
Maryland
$450K +$1.72K +1 +0.4%
DWM
532
Dakota Wealth Management
Florida
$444K +$8.63K +5 +2%
FFM
533
Flagstone Financial Management
Nebraska
$438K – – –
Jones Financial Companies
534
Jones Financial Companies
Missouri
$438K +$207K +120 +90%
OWA
535
Opal Wealth Advisors
New York
$437K +$17.3K +10 +4%
EWM
536
Empirical Wealth Management
Washington
$437K +$128K +74 +41%
GJWM
537
Gilliland Jeter Wealth Management
Arkansas
$437K – – –
DA
538
Dover Advisors
Virginia
$435K -$15.5K -9 -3%
IPW
539
Inlet Private Wealth
Florida
$433K +$104K +60 +31%
NFGCM
540
Norman Fields Gottscho Capital Management
New York
$432K – – –
CLA
541
Carnegie Lake Advisors
New Jersey
$432K – – –
UM
542
UniSuper Management
Australia
$432K -$104K -60 -19%
TNBTD
543
Trustmark National Bank Trust Department
Mississippi
$432K – – –
WAG
544
Wallace Advisory Group
California
$431K -$7.84K -5 -2%
GT
545
Glenmede Trust
Pennsylvania
$425K -$89.8K -52 -17%
SCM
546
Sebold Capital Management
Illinois
$423K -$10.4K -6 -2%
MWA
547
Mills Wealth Advisors
Texas
$421K +$82.9K +48 +24%
WorldQuant Millennium Advisors
548
WorldQuant Millennium Advisors
New York
$418K +$13.8K +8 +3%
OWA
549
One Wealth Advisors
California
$411K – – –
Lazard Asset Management
550
Lazard Asset Management
New York
$408K +$210K +122 +106%
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