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Markel Group
MKL

Overview Fund Activity

740 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+13
Holders Change %
+1.79%
% of All Funds
10.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.46%
New
92
Increased
267
Reduced
239
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$326M
2
Select Equity Group
Select Equity Group
New York
$80.3M
3
First Manhattan
First Manhattan
New York
$168M
4
UBS Group
UBS Group
Switzerland
$52.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$796M
2
Invesco
Invesco
Georgia
$27M
3
DC
Davenport & Co
Virginia
$310M
4
WIM
Weitz Investment Management
Nebraska
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
726
Mechanics Financial Corp
Ohio
$3.04K – – –
FG
727
Fairman Group
Pennsylvania
$3.04K – – –
TFA
728
Toth Financial Advisory
Virginia
$3.04K – – –
AIC
729
Archer Investment Corporation
Indiana
$3.04K – – –
TIM
730
Tortoise Investment Management
New York
$3.04K +$3.04K +2 New
TCM
731
TD Capital Management
Tennessee
$3.04K +$3.04K +2 New
RTL
732
Red Tortoise LLC
Georgia
$3.04K +$3.04K +2 New
BAM
733
Bellevue Asset Management
Washington
$3.04K – – –
FPB
734
First PREMIER Bank
South Dakota
$2K +$2K +1 New
A
735
AlphaQuest
New York
$1.52K -$417K -274 -100%
HI
736
Harbour Investments
Wisconsin
$1.52K -$6.08K -4 -80%
FHA
737
First Horizon Advisors
Tennessee
$1.52K – – –
RS
738
Rakuten Securities
Japan
$1.52K +$1.52K +1 New
CA
739
CoreCap Advisors
Michigan
$1.52K +$1.52K +1 New
EC
740
EntryPoint Capital
New York
$1.52K +$1.52K +1 New
DWM
741
Dogwood Wealth Management
Kansas
$3 -$3 – –
WIM
742
Weitz Investment Management
Nebraska
– -$35.8M -25,190 Closed
ZIG
743
Zurich Insurance Group
Switzerland
– -$24.6M -17,331 Closed
JCM
744
Jag Capital Management
Missouri
– -$16.3M -11,479 Closed
VDBMI
745
Van Den Berg Management I
Texas
– -$11.3M -7,958 Closed
Millennium Management
746
Millennium Management
New York
– -$10.8M -7,583 Closed
SGAM
747
Smith Group Asset Management
Texas
– -$9.8M -6,900 Closed
CC
748
Chicago Capital
Illinois
– -$3.31M -2,333 Closed
HA
749
Heartland Advisors
Wisconsin
– -$3.05M -2,146 Closed
SSA
750
Schonfeld Strategic Advisors
New York
– -$2.95M -2,080 Closed
28 29
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