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Markel Group
MKL

745 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 240 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 240

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

2% more funds holding

Funds holding: 731 → 745 (+14)

1% more capital invested

Capital invested by funds: $15.2B → $15.4B (+$196M)

3.13% less ownership

Funds ownership: 81.08% → 77.95% (-3.1%)

21% less call options, than puts

Call options by funds: $53.1M | Put options by funds: $67.1M

Holders
745
Holders Change
+14
Holders Change %
+1.92%
% 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
93
Increased
270
Reduced
240
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$128M
2
Boston Partners
Boston Partners
Massachusetts
+$84.4M
3
Select Equity Group
Select Equity Group
New York
+$77.4M
4
First Manhattan
First Manhattan
New York
+$51.1M
5
UBS Group
UBS Group
Switzerland
+$25.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$758M
2
Invesco
Invesco
Georgia
-$77.3M
3
DC
Davenport & Co
Virginia
-$68.4M
4
WIM
Weitz Investment Management
Nebraska
-$35.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
801
Community Bank
New York
– -$46.9K -33 Closed
BWM
802
BKM Wealth Management
Wisconsin
– -$22.7K -16 Closed
DWA
803
Dougherty Wealth Advisers
Minnesota
– -$22.7K -16 Closed
MVIP
804
Mar Vista Investment Partners
California
– -$19.9K -14 Closed
MAWCM
805
Mine & Arao Wealth Creation & Management
California
– -$12.8K -9 Closed
BCV
806
Banque Cantonale Vaudoise
Switzerland
– -$10K -7 Closed
LTI
807
Laffer Tengler Investments
Tennessee
– -$7.1K -5 Closed
GWMIA
808
Global Wealth Management Investment Advisory
Florida
– -$5.68K -4 Closed
AFWM
809
Abich Financial Wealth Management
Virginia
– -$4.26K -3 Closed
Loomis, Sayles & Company
810
Loomis, Sayles & Company
Massachusetts
– -$4K -3 Closed
PPC
811
Park Place Capital
Alabama
– -$4.26K -3 Closed
SFA
812
Semmax Financial Advisors
North Carolina
– -$2.88K -2 Closed
GI
813
Gradient Investments
Minnesota
– -$1.42K -1 Closed
LF
814
Lee Financial
Texas
– -$1.42K -1 Closed
NFA
815
Northwest Financial Advisors
Virginia
– -$1.42K -1 Closed
29 30 31 32
33

MKL Hedge Fund Activity: Q1 2024 in Review

745 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2024, worth a combined $15.4B — up 1.3% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MKL positions and 69 closed out — a net gain of 24 holders — while 270 added to existing stakes and 240 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $128M. The largest seller was Morgan Stanley, cutting an estimated $758M.

  • 745 institutional investors held Markel Group (MKL) as of Q1 2024, up from 731 in Q4 2023.
  • Funds reported $15.4B of Markel Group stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 93 funds opened new Markel Group positions in Q1 2024 and 69 closed out, a net change of +24 holders.
  • The largest Markel Group buyer in Q1 2024 was Global Assets Advisory, an estimated $128M added.
  • The largest Markel Group seller in Q1 2024 was Morgan Stanley, an estimated $758M sold.

Based on aggregated 13F filings for Q1 2024.