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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
JANA Partners Management
New York
$188M
2
DSA
Davis Selected Advisers
Arizona
$640M
3
UBS Group
UBS Group
Switzerland
$192M
4
Boston Partners
Boston Partners
Massachusetts
$487M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
Citadel Advisors
Florida
$815K
5
ACM
Alta Capital Management
Utah
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
576
DRW Securities
Illinois
$354K +$354K +205 New
ECM
577
Evergreen Capital Management
Washington
$350K – – –
EWM
578
Evercore Wealth Management
New York
$350K – – –
MA
579
MCF Advisors
Kentucky
$345K -$94.9K -55 -22%
PCM
580
Parsons Capital Management
Rhode Island
$345K -$17.3K -10 -5%
EOJOAM
581
E. Ohman J:or Asset Management
Sweden
$345K +$345K +200 New
SC
582
Saybrook Capital
North Carolina
$345K +$345K +200 New
Lido Advisors
583
Lido Advisors
California
$342K – – –
SIM
584
Studio Investment Management
Illinois
$338K – – –
HWA
585
Heartwood Wealth Advisors
Virginia
$337K +$1.73K +1 +0.5%
CIA
586
Choate Investment Advisors
Massachusetts
$333K +$1.73K +1 +0.5%
FGWP
587
Founders Grove Wealth Partners
Virginia
$333K +$333K +193 New
FCP
588
Fidelis Capital Partners
Florida
$331K -$5.46K -3 -2%
MW
589
Marcum Wealth
Ohio
$330K +$24.2K +14 +8%
SL
590
Salomon & Ludwin
Virginia
$328K -$1.73K -1 -0.5%
JHCP
591
Jackson Hole Capital Partners
Oklahoma
$328K – – –
HCM
592
Howland Capital Management
Massachusetts
$326K – – –
MFAM
593
Motley Fool Asset Management
Virginia
$326K +$20.7K +12 +7%
TIA
594
Traphagen Investment Advisors
New Jersey
$325K – – –
QI
595
Qtron Investments
Massachusetts
$325K – – –
RCM
596
RMR Capital Management
California
$321K – – –
LFAS
597
Level Four Advisory Services
Texas
$318K – – –
CAAS
598
Capital Asset Advisory Services
Michigan
$315K – – –
ATI
599
Act Two Investors
California
$314K – – –
EWA
600
EP Wealth Advisors
California
$307K +$8.63K +5 +3%
22 23
24
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