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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.

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 %
WSC
626
Wellington Shields & Co
New York
$218K +$4.71K +3 +2%
SWM
627
Silverlake Wealth Management
Vermont
$216K – – –
GWANC
628
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K – – –
S
629
SignatureFD
Georgia
$215K -$7.86K -5 -4%
BFG
630
Beacon Financial Group
Texas
$212K -$3.14K -2 -1%
MCM
631
Maple Capital Management
Vermont
$212K +$212K +135 New
Jones Financial Companies
632
Jones Financial Companies
Missouri
$210K +$84.7K +54 +68%
FPAS
633
Focus Partners Advisor Solutions
Missouri
$210K -$12.5K -8 -6%
CCG
634
Cypress Capital Group
Florida
$210K -$7.84K -5 -4%
JF
635
Jump Financial
Illinois
$210K +$210K +134 New
CI
636
Cigna Investments
Connecticut
$207K -$9.41K -6 -4%
CF
637
Corebridge Financial
Texas
$205K -$6.27K -4 -3%
FRM
638
Fox Run Management
Connecticut
$205K +$205K +131 New
WS
639
Wedbush Securities
California
$205K -$216K -138 -51%
AF
640
Allworth Financial
California
$205K +$6.3K +4 +3%
SFG
641
SNS Financial Group
Minnesota
$204K +$204K +130 New
GL
642
Graypoint LLC
New York
$204K – – –
TAM
643
Tucker Asset Management
Colorado
$204K – – –
BBHC
644
Brown Brothers Harriman & Co
New York
$198K +$89.4K +57 +83%
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$196K – – –
TWC
646
TD Waterhouse Canada
Ontario, Canada
$187K +$42.4K +27 +29%
Lazard Asset Management
647
Lazard Asset Management
New York
$180K – – –
HCP
648
Hexagon Capital Partners
Arkansas
$176K – – –
SAM
649
Smartleaf Asset Management
Massachusetts
$155K +$144K +92 +1,314%
GM
650
GeoWealth Management
Illinois
$154K +$154K +98 New
24 25
26
27 28