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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
PI
726
PEAK6 Investments
Illinois
$25K -$1.02M -655 -98%
RFG
727
RFP Financial Group
Georgia
$23.6K -$10.9K -7 -32%
AssetMark Inc
728
AssetMark Inc
California
$23.6K
SOW
729
State of Wyoming
Wyoming
$23.6K
Walleye Trading
730
Walleye Trading
New York
$20.5K -$430K -277 -96%
SIC
731
SJS Investment Consulting
Ohio
$20.5K
ACM
732
Anfield Capital Management
California
$20.5K +$20.2K +13 New
VNA
733
Valley National Advisers
Pennsylvania
$20K
BGAI
734
Bruce G. Allen Investments
Colorado
$18.9K -$1.55K -1 -8%
CNBTD
735
Citizens National Bank Trust Department
Mississippi
$18.9K
SN
736
Sittner & Nelson
Oregon
$18.9K
ATC
737
Adirondack Trust Company
New York
$18.9K
SIS
738
Strategic Investment Solutions
Illinois
$17.9K +$23.3K +15 New
ADL
739
Asset Dedication LLC
California
$17.3K
RTC
740
Riverview Trust Company
Washington
$17.3K
WT
741
Whittier Trust
California
$17.3K
WWP
742
WR Wealth Planners
Missouri
$17.3K +$12.4K +8 +267%
CAL
743
Capital Advisors Ltd
Ohio
$16K
BSB
744
Bangor Savings Bank
Maine
$15.8K
PFBT
745
Parkside Financial Bank & Trust
Missouri
$15.8K +$4.66K +3 +43%
CCM
746
Chilton Capital Management
Texas
$15.8K +$15.5K +10 New
LS
747
Livforsakringsbolaget Skandia
Sweden
$15.8K
AF
748
Aviso Financial
Ontario, Canada
$15.8K +$15.5K +10 New
CCA
749
Criterion Capital Advisors
Tennessee
$14.2K
FFA
750
Frazier Financial Advisors
Ohio
$14.2K

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.