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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.

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 %
WWC
601
Waypoint Wealth Counsel
Georgia
$262K +$1.57K +1 +0.6%
DCM
602
Dimension Capital Management
Florida
$254K – – –
WANY
603
Wealthspire Advisors (New York)
New York
$254K +$53.3K +34 +27%
LWM
604
Lodestone Wealth Management
Washington
$253K -$170K -108 -40%
NQWM
605
Northwest Quadrant Wealth Management
Oregon
$253K -$31.4K -20 -11%
PP
606
Prudential plc
United Kingdom
$249K -$908K -579 -78%
ET
607
Equitable Trust
Tennessee
$246K -$76.9K -49 -24%
BBNA
608
Bremer Bank National Association
Minnesota
$243K – – –
EIA
609
Edgemoor Investment Advisors
Maryland
$242K – – –
HNB
610
Huntington National Bank
Ohio
$237K +$18.8K +12 +9%
OP
611
ORG Partners
Indiana
$235K -$53.3K -34 -18%
C
612
Covestor
United Kingdom
$235K +$1.57K +1 +0.7%
YIH
613
Y-Intercept (HK)
Hong Kong
$232K -$2.02M -1,288 -90%
VCM
614
Virtue Capital Management
Tennessee
$232K -$23.5K -15 -9%
Kovitz Investment Group Partners
615
Kovitz Investment Group Partners
Illinois
$231K +$231K +177 New
RIP
616
RAM Investment Partners
Washington
$231K -$1.57K -1 -0.7%
OIA
617
OneDigital Investment Advisors
Kansas
$231K +$7.84K +5 +4%
SIA
618
Schechter Investment Advisors
Michigan
$229K +$6.27K +4 +3%
HCM
619
Hengehold Capital Management
Ohio
$229K +$229K +146 New
CCA
620
Conestoga Capital Advisors
Pennsylvania
$227K -$298K -190 -57%
TFS
621
Thoroughbred Financial Services
Tennessee
$225K – – –
AWP
622
Accretive Wealth Partners
New Jersey
$224K – – –
WFG
623
Wills Financial Group
Virginia
$223K – – –
AT
624
Arlington Trust
Alabama
$221K – – –
MW
625
MBL Wealth
North Carolina
$218K +$1.57K +1 +0.7%
23 24
25
26 27