MKL icon

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.

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
Norges Bank
1
Norges Bank
Norway
$0
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$60.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$313M
4
First Manhattan
4
First Manhattan
New York
$144M
5
Invesco
5
Invesco
Georgia
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
676
Mendota Financial Group
Wisconsin
$78.4K 50 – –
EWM
677
Evermay Wealth Management
Virginia
$76.9K 49 – –
EWA
678
EverSource Wealth Advisors
Alabama
$73.7K 47 -16 -25%
FNWA
679
Financial Network Wealth Advisors
Utah
$73.7K 47 -15 -24%
AWM
680
Avior Wealth Management
Nebraska
$73.7K 47 – –
LC
681
Lindbrook Capital
California
$70.6K 45 +2 +5%
QPBE
682
Quintet Private Bank (Europe)
Luxembourg
$70.6K 45 +6 +15%
PB
683
Pinnacle Bancorp
Nebraska
$69K 44 – –
GI
684
GAMMA Investing
California
$69K 44 +2 +5%
CHA
685
Carmichael Hill & Associates
Maryland
$62.7K 40 – –
WBC
686
Westpac Banking Corp
Australia
$62.7K 40 – –
TSMHT
687
Thurston Springer Miller Herd & Titak
Indiana
$54.9K 35 – –
MCA
688
Maryland Capital Advisors
Maryland
$50.2K 32 – –
QL
689
Quarry LP
New York
$48.6K 31 +30 +3,000%
UB
690
UMB Bank
Missouri
$43.9K 28 +25 +833%
SWM
691
Spire Wealth Management
Virginia
$43.9K 28 -361 -93%
DAM
692
Delta Asset Management
Tennessee
$43.9K 28 – –
WSFS
693
Wilmington Savings Fund Society
Delaware
$42.4K 27 +27 New
PTC
694
Private Trust Company
Ohio
$40.8K 26 -2 -7%
GRP
695
Global Retirement Partners
California
$40.8K 26 – –
LFA
696
LGT Financial Advisors
Texas
$39.2K 25 -21 -46%
LFG
697
Larson Financial Group
Missouri
$36.1K 23 +23 New
TFA
698
Toth Financial Advisory
Virginia
$34.5K 22 +20 +1,000%
CAM
699
Close Asset Management
United Kingdom
$34K 22 +5 +29%
OC
700
Oarsman Capital
Wisconsin
$32.9K 21 +21 New
26 27
28
29 30