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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
MHR
751
Matthew Hamilton Rosenberg
$14.2K
CT
752
Colonial Trust
South Carolina
$12.6K
VCM
753
Versant Capital Management
Arizona
$12.6K +$9.32K +6 +300%
SAM
754
Smartleaf Asset Management
Massachusetts
$11.1K +$3.11K +2 +40%
CMA
755
Cedar Mountain Advisors
Oregon
$11K
CFD
756
Creative Financial Designs
Indiana
$11K
LB
757
Legacy Bridge
Iowa
$11K
IAIM
758
International Assets Investment Management
Florida
$11K +$10.9K +7 New
CHC
759
City Holding Co
West Virginia
$10.2K
EBA
760
Eagle Bay Advisors
New York
$9.45K -$1.55K -1 -14%
RL
761
Rogco LP
Oklahoma
$9.45K -$1.55K -1 -14%
IFAM
762
Institutional & Family Asset Management
Colorado
$9.45K
Kayne Anderson Rudnick Investment Management
763
Kayne Anderson Rudnick Investment Management
California
$9.45K
RWA
764
Redmont Wealth Advisors
Illinois
$9.45K
SVCP
765
Silicon Valley Capital Partners
California
$9.45K
FCA
766
FinTrust Capital Advisors
South Carolina
$9.45K +$9.32K +6 New
PP
767
Pacifica Partners
Canada
$9.29K
NS
768
NBC Securities
Alabama
$9K -$1.55K -1 -14%
GKIM
769
GW&K Investment Management
Massachusetts
$8K
JWM
770
Janiczek Wealth Management
Colorado
$7.88K
BCWM
771
Bartlett & Co Wealth Management
Ohio
$7.88K
SAG
772
Spotlight Asset Group
Illinois
$7.88K
SA
773
SRH Advisors
Kansas
$7.88K
WB
774
Webster Bank
Connecticut
$7.88K
DJSG
775
D.J. St. Germain
Massachusetts
$7.88K +$7.76K +5 New

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.