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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$62.1M -$222K -143 -0.4%
Swiss National Bank
52
Swiss National Bank
Switzerland
$61.2M -$1.2M -770 -2%
CIM
53
Confluence Investment Management
Missouri
$60.9M -$2.15M -1,384 -3%
SC
54
Steginsky Capital
New York
$60.8M +$261K +168 +0.4%
BRIM
55
Broad Run Investment Management
Virginia
$56.2M -$9.17M -5,906 -14%
Invesco
56
Invesco
Georgia
$55.5M +$27.1M +17,465 +98%
DAM
57
Davis Asset Management
California
$55.1M
UBS Group
58
UBS Group
Switzerland
$50.9M -$3.73M -2,404 -7%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$49.3M -$800K -515 -2%
Goldman Sachs
60
Goldman Sachs
New York
$49M +$2.18M +1,402 +5%
BMO
61
Beck Mack & Oliver
New York
$48.3M -$1.13M -727 -2%
AQR Capital Management
62
AQR Capital Management
Connecticut
$47M -$12.5M -8,073 -21%
CAM
63
Capco Asset Management
Florida
$45.3M +$671K +432 +2%
ACM
64
Alta Capital Management
Utah
$45.1M -$2.54M -1,638 -5%
RJA
65
Raymond James & Associates
Florida
$44.6M +$1.54M +991 +4%
SFG
66
Sather Financial Group
Texas
$44.6M +$3.24M +2,085 +8%
QP
67
Quilter Plc
United Kingdom
$44M +$4.82M +3,104 +13%
GPCM
68
Greenbrier Partners Capital Management
Texas
$43.3M
Amundi
69
Amundi
France
$39.8M +$13.5M +8,668 +51%
N
70
Nuveen
North Carolina
$39.7M -$3.96M -2,548 -9%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$38.9M +$3.72M +2,398 +11%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$36.1M -$5.13M -3,302 -13%
GLCM
73
Greenlea Lane Capital Management
Connecticut
$35.9M +$971K +625 +3%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$35.2M +$16.6M +10,659 +91%
CTB
75
Country Trust Bank
Illinois
$33.5M -$24.8K -16 -0.1%

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.