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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 %
HNB
676
Huntington National Bank
Ohio
$197K -$63.9K -37 -25%
CIBC Private Wealth Group
677
CIBC Private Wealth Group
Georgia
$195K -$4.04M -2,365 -95%
HCP
678
Hexagon Capital Partners
Arkansas
$193K – – –
BTI
679
Blue Trust Inc
Georgia
$174K -$162K -94 -48%
GM
680
GeoWealth Management
Illinois
$167K -$1.73K -1 -1%
Mirae Asset Global ETFs Holdings
681
Mirae Asset Global ETFs Holdings
Hong Kong
$166K +$22.4K +13 +16%
BFPW
682
BOK Financial Private Wealth
Colorado
$157K – – –
CTA
683
Colonial Trust Advisors
South Carolina
$154K – – –
SAM
684
Smartleaf Asset Management
Massachusetts
$150K -$20.7K -12 -12%
TH
685
TCTC Holdings
Texas
$145K – – –
TSMHT
686
Thurston Springer Miller Herd & Titak
Indiana
$145K +$84.6K +49 +140%
OIAM
687
OFI Invest Asset Management
France
$133K +$133K +80 New
SC
688
SouthState Corp
Florida
$133K -$17.3K -10 -11%
GWM
689
Geneos Wealth Management
Colorado
$133K – – –
EA
690
Evolution Advisers
Virginia
$128K +$1.73K +1 +1%
HFM
691
Harvest Fund Management
China
$121K +$121K +70 New
JEST
692
JTC Employer Solutions Trustee
Jersey
$120K – – –
IA
693
IFP Advisors
Florida
$116K -$8.63K -5 -7%
SFG
694
Stonebridge Financial Group
Pennsylvania
$116K +$116K +67 New
GGI
695
Godsey & Gibb Inc
Virginia
$112K – – –
IWA
696
Icon Wealth Advisors
Texas
$105K +$105K +61 New
CAL
697
Capital Analysts LLC
Pennsylvania
$104K – – –
LS
698
Livforsakringsbolaget Skandia
Sweden
$104K – – –
PCM
699
Penserra Capital Management
California
$100K -$1.72K -1 -2%
CA
700
Crewe Advisors
Utah
$96.7K +$96.7K +56 New
26 27
28
29 30