MKL icon

Markel Group
MKL

Overview Fund Activity

803 hedge funds and large institutions have $15.7B invested in Markel Group in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 40 closing their positions.

Holders
803
Holders Change
+63
Holders Change %
+8.51%
% of All Funds
11.68%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
113
Increased
236
Reduced
279
Closed
40
Calls
$25.2M
Puts
$67M
Net Calls
-$41.8M
Net Calls Change
-$27.8M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$154M
2
Boston Partners
2
Boston Partners
Massachusetts
$374M
3
Invesco
3
Invesco
Georgia
$55.5M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$134M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$35.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20M
2
GC
2
Giverny Capital
Quebec, Canada
$65.3M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$153M
4
Canada Life
4
Canada Life
Manitoba, Canada
$78.8M
5
SI
5
Scharf Investments
California
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
626
Schechter Investment Advisors
Michigan
$224K 142 -5 -3%
AT
627
Arlington Trust
Alabama
$222K 141 – –
CCG
628
Cypress Capital Group
Florida
$219K 139 – –
HNB
629
Huntington National Bank
Ohio
$219K 139 +9 +7%
MW
630
MBL Wealth
North Carolina
$217K 138 -3 -2%
SWM
631
Silverlake Wealth Management
Vermont
$217K 138 – –
GWANC
632
Guardian Wealth Advisors (North Carolina)
North Carolina
$217K 138 – –
CC
633
Corton Capital
Ontario, Canada
$217K 138 +138 New
CI
634
Cigna Investments
Connecticut
$217K 138 -3 -2%
BFG
635
Beacon Financial Group
Texas
$216K 137 -4 -3%
TIAA Trust, National Association
636
TIAA Trust, National Association
North Carolina
$216K 137 -1 -0.7%
WSC
637
Wellington Shields & Co
New York
$214K 136 +136 New
TTWM
638
TCV Trust & Wealth Management
Virginia
$214K 136 -2 -1%
GA
639
Goldstein Advisors
Wisconsin
$213K 135 +135 New
CF
640
Corebridge Financial
Texas
$213K 135 +135 New
LFAS
641
Level Four Advisory Services
Texas
$210K 133 +133 New
IA
642
IFG Advisory
Georgia
$208K 132 +132 New
CCA
643
Checchi Capital Advisers
California
$206K 131 -4 -3%
TAM
644
Tucker Asset Management
Colorado
$205K 130 – –
GL
645
Graypoint LLC
New York
$205K 130 +130 New
Two Sigma Advisers
646
Two Sigma Advisers
New York
$205K 130 +130 New
AL
647
Aspiriant LLC
California
$204K 129 +129 New
WFL
648
Wealth Forward LLC
North Dakota
$202K 129 +129 New
WANY
649
Wealthspire Advisors (New York)
New York
$202K 128 +128 New
CGH
650
Crossmark Global Holdings
Texas
$200K 127 -14 -10%
24 25
26
27 28