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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 %
MM
776
MQS Management
New York
– -$325K -229 Closed
Pzena Investment Management
777
Pzena Investment Management
New York
– -$322K -227 Closed
JFG
778
Jefferies Financial Group
New York
– -$319K -225 Closed
AA
779
ALPS Advisors
Colorado
– -$312K -220 Closed
SGI
780
Summit Global Investments
Utah
– -$297K -209 Closed
CSS
781
Cubist Systematic Strategies
Connecticut
– -$277K -195 Closed
LW
782
Linscomb Wealth
Texas
– -$269K -189 Closed
PE
783
Point72 Europe
United Kingdom
– -$253K -178 Closed
SRL
784
Scientech Research LLC
New Jersey
– -$239K -168 Closed
CCM
785
Canal Capital Management
Virginia
– -$223K -157 Closed
LCWP
786
Legacy Capital Wealth Partners
Arkansas
– -$222K -156 Closed
IPW
787
Impact Partnership Wealth
Georgia
– -$217K -153 Closed
CFA
788
CWS Financial Advisors
Michigan
– -$210K -148 Closed
KIC
789
Keating Investment Counselors
Florida
– -$203K -143 Closed
KI
790
Kapitalo Investimentos
Brazil
– -$180K -127 Closed
Lazard Asset Management
791
Lazard Asset Management
New York
– -$163K -115 Closed
FBC
792
Fairfield, Bush & Co
Connecticut
– -$142K -100 Closed
TWM
793
Tradition Wealth Management
Minnesota
– -$105K -74 Closed
GWS
794
Glassman Wealth Services
Virginia
– -$58.2K -41 Closed
AIMA
795
Ables Iannone Moore & Associates
Georgia
– -$56.8K -40 Closed
CB
796
Community Bank
New York
– -$46.9K -33 Closed
BWM
797
BKM Wealth Management
Wisconsin
– -$22.7K -16 Closed
DWA
798
Dougherty Wealth Advisers
Minnesota
– -$22.7K -16 Closed
MVIP
799
Mar Vista Investment Partners
California
– -$19.9K -14 Closed
MAWCM
800
Mine & Arao Wealth Creation & Management
California
– -$12.8K -9 Closed
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