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Markel Group

810 hedge funds and large institutions have $15.7B invested in Markel Group in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 238 increasing their positions, 280 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

9% more funds holding

Funds holding: 745810 (+65)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more capital invested

Capital invested by funds: $15.4B → $15.7B (+$344M)

1.07% less ownership

Funds ownership: 77.95%76.87% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 280

62% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $67M

Holders
810
Holders Change
+65
Holders Change %
+8.72%
% of All Funds
11.7%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
116
Increased
238
Reduced
280
Closed
41
Calls
$25.2M
Puts
$67M
Net Calls
-$41.8M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Geneos Wealth Management
Colorado
$120K
OIAM
677
OFI Invest Asset Management
France
$118K +$124K +80 New
EC
678
EntryPoint Capital
New York
$117K +$113K +73 +7,300%
EA
679
Evolution Advisers
Virginia
$114K -$1.55K -1 -1%
JEST
680
JTC Employer Solutions Trustee
Jersey
$110K
BBHC
681
Brown Brothers Harriman & Co
New York
$109K +$3.11K +2 +3%
EWA
682
EverSource Wealth Advisors
Alabama
$103K +$90.1K +58 +1,160%
CP
683
Camelot Portfolios
Ohio
$102K +$101K +65 New
GGI
684
Godsey & Gibb Inc
Virginia
$102K +$101K +65 New
FNWA
685
Financial Network Wealth Advisors
Utah
$97.7K +$96.3K +62 New
MG
686
Mather Group
Illinois
$97.4K +$91.6K +59 +1,180%
CAL
687
Capital Analysts LLC
Pennsylvania
$95K
PCM
688
Penserra Capital Management
California
$93K +$1.55K +1 +2%
QCG
689
Quadrant Capital Group
Ohio
$91.4K
Mirae Asset Global Investments
690
Mirae Asset Global Investments
South Korea
$90K +$88.5K +57 New
BC
691
Barrett & Company
Rhode Island
$89.8K +$7.76K +5 +10%
QC
692
Quent Capital
New York
$88.2K
RIL
693
Rothschild Investment LLC
Illinois
$86.7K
MFG
694
Mendota Financial Group
Wisconsin
$78.8K -$34.2K -22 -31%
PWMG
695
Prestige Wealth Management Group
New Jersey
$78.8K -$1.55K -1 -2%
MRCM
696
M&R Capital Management
New Jersey
$78.8K
EWM
697
Evermay Wealth Management
Virginia
$77.2K
AWM
698
Avior Wealth Management
Nebraska
$74.1K
LFA
699
LGT Financial Advisors
Texas
$72.5K -$270K -174 -79%
QPBE
700
Quintet Private Bank (Europe)
Luxembourg
$71K +$60.6K +39 New

MKL Hedge Fund Activity: Q2 2024 in Review

810 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q2 2024, worth a combined $15.7B — up 2.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new MKL positions and 41 closed out — a net gain of 75 holders — while 238 added to existing stakes and 280 trimmed.

The largest buyer was UBS AM, adding an estimated $43.1M. The largest seller was Select Equity Group, cutting an estimated $62.3M.

  • 810 institutional investors held Markel Group (MKL) as of Q2 2024, up from 745 in Q1 2024.
  • Funds reported $15.7B of Markel Group stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 116 funds opened new Markel Group positions in Q2 2024 and 41 closed out, a net change of +75 holders.
  • The largest Markel Group buyer in Q2 2024 was UBS AM, an estimated $43.1M added.
  • The largest Markel Group seller in Q2 2024 was Select Equity Group, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.