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Markel Group
MKL

Overview Fund Activity

803 hedge funds and large institutions have $15.7B invested in Markel Group in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 236 increasing their positions, 279 reducing their positions, and 40 closing their positions.

Holders
803
Holders Change
+63
Holders Change %
+8.51%
% of All Funds
11.68%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
113
Increased
236
Reduced
279
Closed
40
Calls
$25.2M
Puts
$67M
Net Calls
-$41.8M
Net Calls Change
-$27.8M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$154M
2
Boston Partners
2
Boston Partners
Massachusetts
$374M
3
Invesco
3
Invesco
Georgia
$55.5M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$134M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$35.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$20M
2
GC
2
Giverny Capital
Quebec, Canada
$65.3M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$153M
4
Canada Life
4
Canada Life
Manitoba, Canada
$78.8M
5
SI
5
Scharf Investments
California
$168M
Name Market Value Shares Shares
Change 		Shares
Change %
FFO
776
Fortitude Family Office
Arizona
$4.73K 3 – –
LI
777
LRI Investments
Florida
$4.73K 3 – –
PAI
778
Pittenger & Anderson Inc
Nebraska
$4.73K 3 +3 New
KWAG
779
Kiely Wealth Advisory Group
North Carolina
$4.53K 3 – –
S
780
Sachetta
Massachusetts
$3.29K 2 +2 New
FC
781
Fairscale Capital
New Hampshire
$3.22K 2 +2 New
TFA
782
Toth Financial Advisory
Virginia
$3.15K 2 – –
FG
783
Fairman Group
Pennsylvania
$3.15K 2 – –
TIM
784
Tortoise Investment Management
New York
$3.15K 2 – –
MFC
785
Mechanics Financial Corp
Ohio
$3.15K 2 – –
BAM
786
Bellevue Asset Management
Washington
$3.15K 2 – –
RTL
787
Red Tortoise LLC
Georgia
$3.15K 2 – –
ZB
788
Zions Bancorporation
Utah
$3.15K 2 – –
TCM
789
TD Capital Management
Tennessee
$3.15K 2 – –
WPA
790
West Paces Advisors
Georgia
$3.15K 2 – –
CA
791
Continuum Advisory
Idaho
$3.15K 2 – –
AIC
792
Archer Investment Corporation
Indiana
$3.15K 2 – –
HI
793
Harbour Investments
Wisconsin
$3.15K 2 +1 +100%
SSB
794
Sandy Spring Bank
Maryland
$3.15K 2 +2 New
WIA
795
Wetzel Investment Advisors
Indiana
$3.04K 2 -6 -75%
QL
796
Quarry LP
New York
$1.58K 1 -15 -94%
FHA
797
First Horizon Advisors
Tennessee
$1.58K 1 – –
RS
798
Rakuten Securities
Japan
$1.58K 1 – –
AIM
799
Anchor Investment Management
South Carolina
$1.58K 1 +1 New
IC
800
Innealta Capital
Texas
$1.58K 1 +1 New
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32
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