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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 %
ACA
551
Aptus Capital Advisors
Alabama
$339K +$25.1K +16 +8%
TDC
552
Thompson Davis & Co
Virginia
$339K +$31.4K +20 +10%
AC
553
Avestar Capital
New York
$334K -$1.57K -1 -0.5%
VNIM
554
Vaughan Nelson Investment Management
Texas
$333K +$333K +212 New
MF
555
Manchester Financial
California
$333K -$14.1K -9 -4%
IC
556
IEQ Capital
California
$331K +$331K +211 New
CCAM
557
Cascades Capital Asset Management
North Carolina
$331K +$331K +211 New
PCM
558
Parsons Capital Management
Rhode Island
$329K – – –
GT
559
Greenleaf Trust
Michigan
$323K +$23.5K +15 +8%
ECM
560
Evergreen Capital Management
Washington
$318K -$4.71K -3 -1%
EWM
561
Evercore Wealth Management
New York
$318K -$9.41K -6 -3%
BAMF
562
BI Asset Management Fondsmaeglerselskab
Denmark
$317K +$317K +202 New
Lido Advisors
563
Lido Advisors
California
$311K +$9.43K +6 +3%
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$309K +$40.8K +26 +15%
SIM
565
Studio Investment Management
Illinois
$307K +$26.7K +17 +9%
MWA
566
Mills Wealth Advisors
Texas
$307K +$307K +196 New
BTI
567
Blue Trust Inc
Georgia
$307K +$136K +86 +79%
HWA
568
Heartwood Wealth Advisors
Virginia
$304K – – –
I
569
InceptionR
California
$304K +$304K +194 New
CIA
570
Choate Investment Advisors
Massachusetts
$301K +$301K +192 New
IPW
571
Inlet Private Wealth
Florida
$300K – – –
SL
572
Salomon & Ludwin
Virginia
$300K – – –
SFI
573
Siemens Fonds Invest
Germany
$298K +$84K +118 +39%
JHCP
574
Jackson Hole Capital Partners
Oklahoma
$298K – – –
HCM
575
Howland Capital Management
Massachusetts
$296K – – –
21 22
23
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