MKL icon

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 %
TRCT
576
Tower Research Capital (TRC)
New York
$295K -$138K -88 -32%
QI
577
Qtron Investments
Massachusetts
$295K – – –
TIA
578
Traphagen Investment Advisors
New Jersey
$295K – – –
BMCM
579
Burns Matteson Capital Management
New York
$295K +$295K +188 New
RCM
580
RMR Capital Management
California
$292K – – –
FCP
581
Fidelis Capital Partners
Florida
$290K -$11K -7 -4%
CAAS
582
Capital Asset Advisory Services
Michigan
$287K – – –
ATI
583
Act Two Investors
California
$285K – – –
SEC
584
Seven Eight Capital
New York
$284K +$284K +181 New
LFAS
585
Level Four Advisory Services
Texas
$284K +$78.6K +51 +38%
WWM
586
Western Wealth Management
Colorado
$282K +$282K +180 New
EWM
587
Empirical Wealth Management
Washington
$281K – – –
MFAM
588
Motley Fool Asset Management
Virginia
$278K -$26.7K -17 -9%
MW
589
Marcum Wealth
Ohio
$278K +$18.8K +12 +7%
SCA
590
Snowden Capital Advisors
New York
$276K +$1.57K +1 +0.6%
AIS
591
AM Investment Strategies
Tennessee
$275K – – –
PCG
592
Prosperity Consulting Group
Maryland
$273K +$273K +174 New
EWA
593
EP Wealth Advisors
California
$271K +$29.8K +19 +12%
FTDI
594
First Trust Direct Indexing
Massachusetts
$271K +$271K +173 New
HC
595
Hamilton Capital
Ohio
$270K +$270K +175 New
HHGC
596
Hunting Hill Global Capital
New York
$270K – – –
SS
597
Sunbelt Securities
Texas
$270K +$29.8K +19 +12%
TAM
598
Tocqueville Asset Management
New York
$268K – – –
AT
599
American Trust
Kentucky
$265K -$11K -7 -4%
PAS
600
Park Avenue Securities
New York
$265K -$121K -77 -31%
22 23
24
25 26