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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 %
PAS
626
Park Avenue Securities
New York
$256K -$36.3K -21 -12%
LKBC
627
L.K. Benson & Company
Maryland
$252K +$252K +146 New
WCM Investment Management
628
WCM Investment Management
California
$252K +$252K +146 New
CCA
629
Conestoga Capital Advisors
Pennsylvania
$250K – – –
WSC
630
Wellington Shields & Co
New York
$250K +$10.4K +6 +4%
TFS
631
Thoroughbred Financial Services
Tennessee
$248K – – –
AWP
632
Accretive Wealth Partners
New Jersey
$247K – – –
WFG
633
Wills Financial Group
Virginia
$245K – – –
AIM
634
Anchor Investment Management
South Carolina
$245K +$140K +81 +133%
S
635
SignatureFD
Georgia
$244K +$6.92K +4 +3%
AT
636
Arlington Trust
Alabama
$243K – – –
AIS
637
AM Investment Strategies
Tennessee
$242K -$60.5K -35 -20%
SWP
638
Stratos Wealth Partners
Ohio
$242K -$211K -122 -47%
MW
639
MBL Wealth
North Carolina
$240K – – –
SWM
640
Silverlake Wealth Management
Vermont
$238K – – –
BBHC
641
Brown Brothers Harriman & Co
New York
$238K +$20.7K +12 +10%
BJL
642
Brighton Jones LLC
Washington
$236K +$236K +137 New
AF
643
Allworth Financial
California
$236K – – –
CPA
644
Cathy Pareto & Associates
Florida
$235K +$235K +136 New
BFG
645
Beacon Financial Group
Texas
$233K – – –
SWP
646
Sagespring Wealth Partners
Tennessee
$233K +$233K +135 New
FFA
647
Farther Finance Advisors
California
$231K +$72.5K +42 +46%
SG
648
StoneX Group
New York
$231K +$231K +134 New
CI
649
Cigna Investments
Connecticut
$228K – – –
SIA
650
Schechter Investment Advisors
Michigan
$228K -$24.2K -14 -10%
24 25
26
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