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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.

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
Norges Bank
1
Norges Bank
Norway
$255M
2
JPM
2
JANA Partners Management
New York
$188M
3
DSA
3
Davis Selected Advisers
Arizona
$640M
4
UBS Group
4
UBS Group
Switzerland
$192M
5
Raymond James Financial
5
Raymond James Financial
Florida
$98.7M

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 Market Value Shares Shares
Change 		Shares
Change %
CNBTD
751
Citizens National Bank Trust Department
Mississippi
$20.7K 12 – –
TC
752
Truvestments Capital
Florida
$20.7K 12 – –
ATC
753
Adirondack Trust Company
New York
$20.7K 12 – –
VNA
754
Valley National Advisers
Pennsylvania
$20K 12 – –
WWP
755
WR Wealth Planners
Missouri
$19K 11 – –
ADL
756
Asset Dedication LLC
California
$19K 11 – –
RTC
757
Riverview Trust Company
Washington
$19K 11 – –
GCM
758
Gables Capital Management
Florida
$19K 11 – –
BWL
759
Bogart Wealth LLC
Virginia
$19K 11 +2 +22%
WT
760
Whittier Trust
California
$19K 11 – –
TWD
761
True Wealth Design
Ohio
$17.3K 10 – –
GJIA
762
Glass Jacobson Investment Advisors
Maryland
$17.3K 10 +10 New
AF
763
Aviso Financial
Ontario, Canada
$17.3K 10 – –
CAL
764
Capital Advisors Ltd
Ohio
$17K 10 – –
MHR
765
Matthew Hamilton Rosenberg
$15.5K 9 – –
FCAS
766
First Command Advisory Services
Texas
$15.5K 9 +9 New
BOJHT
767
Bank of Jackson Hole Trust
Wyoming
$15.5K 9 +9 New
CCA
768
Criterion Capital Advisors
Tennessee
$14.2K 9 – –
CMA
769
Cedar Mountain Advisors
Oregon
$13.8K 8 +1 +14%
CFO
770
CVA Family Office
Colorado
$13.8K 8 +3 +60%
PFG
771
Putney Financial Group
California
$13.8K 8 +8 New
WWA
772
Wingate Wealth Advisors
Massachusetts
$13.8K 8 +8 New
LB
773
Legacy Bridge
Iowa
$12.1K 7 – –
CFD
774
Creative Financial Designs
Indiana
$12.1K 7 – –
FFA
775
Frazier Financial Advisors
Ohio
$12.1K 7 -2 -22%
29 30
31
32 33