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 %
PCM
551
Parsons Capital Management
Rhode Island
$331K 210 – –
FFM
552
Forum Financial Management
Illinois
$331K 210 +1 +0.5%
EWM
553
Evercore Wealth Management
New York
$329K 209 – –
ECM
554
Evergreen Capital Management
Washington
$325K 206 – –
ET
555
Equitable Trust
Tennessee
$325K 206 -3 -1%
ACA
556
Aptus Capital Advisors
Alabama
$315K 200 – –
FRA
557
Frank Rimerman Advisors
California
$315K 200 +200 New
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$312K 198 +10 +5%
CAM
559
Cresset Asset Management
Illinois
$310K 197 +4 +2%
TDC
560
Thompson Davis & Co
Virginia
$309K 196 +196 New
AWM
561
AE Wealth Management
Kansas
$306K 194 +33 +20%
HWA
562
Heartwood Wealth Advisors
Virginia
$306K 194 – –
LCWP
563
Legacy Capital Wealth Partners
Arkansas
$306K 194 +194 New
MFAM
564
Motley Fool Asset Management
Virginia
$306K 194 -9 -4%
Lido Advisors
565
Lido Advisors
California
$303K 192 +34 +22%
AIM
566
Alhambra Investment Management
Florida
$303K 192 +43 +29%
SL
567
Salomon & Ludwin
Virginia
$301K 191 -193 -50%
GT
568
Greenleaf Trust
Michigan
$301K 191 -1 -0.5%
IPW
569
Inlet Private Wealth
Florida
$301K 191 – –
JHCP
570
Jackson Hole Capital Partners
Oklahoma
$299K 190 +190 New
HCM
571
Howland Capital Management
Massachusetts
$298K 189 – –
SW
572
Simplicity Wealth
New Jersey
$298K 189 +22 +13%
BFG
573
Bleakley Financial Group
New Jersey
$298K 189 +22 +13%
QI
574
Qtron Investments
Massachusetts
$296K 188 -283 -60%
TIA
575
Traphagen Investment Advisors
New Jersey
$296K 188 – –
21 22
23
24 25