We are live on ! Find out more
MKL icon

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
SSB
801
Sandy Spring Bank
Maryland
$3.15K +$3.11K +2 New
WIA
802
Wetzel Investment Advisors
Indiana
$3.04K -$9.32K -6 -75%
QL
803
Quarry LP
New York
$1.58K -$23.3K -15 -94%
FHA
804
First Horizon Advisors
Tennessee
$1.58K – – –
RS
805
Rakuten Securities
Japan
$1.58K – – –
AIM
806
Anchor Investment Management
South Carolina
$1.58K +$1.55K +1 New
IC
807
Innealta Capital
Texas
$1.58K +$1.55K +1 New
MCM
808
MV Capital Management
Maryland
$1.58K +$1.55K +1 New
PA
809
Pineridge Advisors
Missouri
$1.58K +$1.55K +1 New
RWMG
810
Redwood Wealth Management Group
New Jersey
$1.58K +$1.55K +1 New
DWM
811
Dogwood Wealth Management
Kansas
$3 – – –
GAA
812
Global Assets Advisory
Florida
– -$58K -87,509 Closed
2
813
2Xideas
Switzerland
– -$10.8M -7,080 Closed
Connor, Clark & Lunn Investment Management (CC&L)
814
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.59M -2,358 Closed
EP
815
Edgestream Partners
New Jersey
– -$2.03M -1,333 Closed
BWS
816
Buck Wealth Strategies
Colorado
– -$1.89M -1,241 Closed
New York State Teachers Retirement System (NYSTRS)
817
New York State Teachers Retirement System (NYSTRS)
New York
– -$1.79M -1,180 Closed
ECU
818
Eisler Capital (UK)
United Kingdom
– -$1.51M -995 Closed
GCC
819
Guardian Capital (Canada)
Ontario, Canada
– -$1.16M -760 Closed
T
820
TOBAM
France
– -$1M -657 Closed
LOAMS
821
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$739K -486 Closed
IAS
822
Insigneo Advisory Services
Florida
– -$621K -408 Closed
AMBIA
823
Allen Mooney & Barnes Investment Advisors
Georgia
– -$583K -404 Closed
AIMCA
824
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$609K -400 Closed
LNC
825
Lincoln National Corp
Pennsylvania
– -$603K -396 Closed
31 32
33
34 35

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.