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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
1
JANA Partners Management
New York
$188M
2
DSA
2
Davis Selected Advisers
Arizona
$640M
3
UBS Group
3
UBS Group
Switzerland
$192M
4
Boston Partners
4
Boston Partners
Massachusetts
$487M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$210M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
2
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
4
Citadel Advisors
Florida
$815K
5
ACM
5
Alta Capital Management
Utah
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
601
Allen Capital Group
Nebraska
$307K +$307K +178 New
HC
602
Hamilton Capital
Ohio
$302K – – –
PCG
603
Prosperity Consulting Group
Maryland
$300K – – –
Fifth Third Bancorp
604
Fifth Third Bancorp
Ohio
$297K -$43.2K -25 -13%
HHGC
605
Hunting Hill Global Capital
New York
$297K – – –
AT
606
American Trust
Kentucky
$297K +$5.18K +3 +2%
TAM
607
Tocqueville Asset Management
New York
$293K -$1.73K -1 -0.6%
SS
608
Sunbelt Securities
Texas
$290K -$6.9K -4 -2%
WWC
609
Waypoint Wealth Counsel
Georgia
$288K – – –
GPW
610
Genesis Private Wealth
Virginia
$288K +$288K +167 New
LWM
611
Lodestone Wealth Management
Washington
$277K -$1.73K -1 -0.6%
PP
612
Prudential plc
United Kingdom
$274K – – –
CCM
613
Coldstream Capital Management
Washington
$273K -$199K -115 -42%
SCA
614
Snowden Capital Advisors
New York
$273K -$31.1K -18 -10%
AAP
615
Arax Advisory Partners
Colorado
$271K -$468K -271 -63%
ET
616
Equitable Trust
Tennessee
$271K – – –
BBNA
617
Bremer Bank National Association
Minnesota
$268K – – –
N
618
Natixis
France
$268K +$136K +79 +104%
CCM
619
Canal Capital Management
Virginia
$268K +$268K +155 New
NQWM
620
Northwest Quadrant Wealth Management
Oregon
$261K -$17.3K -10 -6%
OIA
621
OneDigital Investment Advisors
Kansas
$261K +$6.91K +4 +3%
RIP
622
RAM Investment Partners
Washington
$261K +$6.91K +4 +3%
DCM
623
Dimension Capital Management
Florida
$259K -$20.7K -12 -7%
EIA
624
Edgemoor Investment Advisors
Maryland
$259K -$6.91K -4 -3%
OP
625
ORG Partners
Indiana
$259K – – –
23 24
25
26 27