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Markel Group
MKL

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: 745 → 810 (+65)

3% more funds holding in top 10

Funds holding in top 10: 32 → 33 (+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

Top Buyers

1
UBS AM
UBS AM
Illinois
+$43.1M
2
Boston Partners
Boston Partners
Massachusetts
+$35.8M
3
Invesco
Invesco
Georgia
+$27.1M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$17.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$16.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$62.3M
2
GC
Giverny Capital
Quebec, Canada
-$60.7M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$52.8M
4
Canada Life
Canada Life
Manitoba, Canada
-$27.6M
5
SI
Scharf Investments
California
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
776
Meeder Asset Management
Ohio
$7.88K +$7.76K +5 New
MSG
777
Main Street Group
Virginia
$7.88K – – –
BIA
778
Bell Investment Advisors
California
$6.3K – – –
CFO
779
CVA Family Office
Colorado
$6.3K – – –
CC
780
Cultivar Capital
Texas
$6.3K +$6.21K +4 New
EWP
781
Elevation Wealth Partners
California
$6.3K +$6.21K +4 New
UB
782
UMB Bank
Missouri
$4.73K -$6.21K -4 -57%
FFO
783
Fortitude Family Office
Arizona
$4.73K – – –
LI
784
LRI Investments
Florida
$4.73K – – –
PAI
785
Pittenger & Anderson Inc
Nebraska
$4.73K +$4.66K +3 New
KWAG
786
Kiely Wealth Advisory Group
North Carolina
$4.53K – – –
S
787
Sachetta
Massachusetts
$3.29K +$3.11K +2 New
FC
788
Fairscale Capital
New Hampshire
$3.22K +$3.11K +2 New
TFA
789
Toth Financial Advisory
Virginia
$3.15K – – –
AIC
790
Archer Investment Corporation
Indiana
$3.15K – – –
BAM
791
Bellevue Asset Management
Washington
$3.15K – – –
CA
792
Continuum Advisory
Idaho
$3.15K – – –
FG
793
Fairman Group
Pennsylvania
$3.15K – – –
MFC
794
Mechanics Financial Corp
Ohio
$3.15K – – –
RTL
795
Red Tortoise LLC
Georgia
$3.15K – – –
TCM
796
TD Capital Management
Tennessee
$3.15K – – –
TIM
797
Tortoise Investment Management
New York
$3.15K – – –
WPA
798
West Paces Advisors
Georgia
$3.15K – – –
ZB
799
Zions Bancorporation
Utah
$3.15K – – –
HI
800
Harbour Investments
Wisconsin
$3.15K +$1.55K +1 +100%
30 31
32
33 34

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.