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Markel Group
MKL

Overview Fund Activity

816 hedge funds and large institutions have $17.2B invested in Markel Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 258 increasing their positions, 283 reducing their positions, and 51 closing their positions.

Holders
816
Holders Change
+35
Holders Change %
+4.48%
% of All Funds
10.87%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.57%
New
96
Increased
258
Reduced
283
Closed
51
Calls
$226M
Puts
$35M
Net Calls
+$191M
Net Calls Change
+$192M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$255M
2
JPM
2
JANA Partners Management
New York
$188M
3
DSA
3
Davis Selected Advisers
Arizona
$640M
4
UBS Group
4
UBS Group
Switzerland
$192M
5
Raymond James Financial
5
Raymond James Financial
Florida
$98.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
2
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
4
Citadel Advisors
Florida
$815K
5
ACM
5
Alta Capital Management
Utah
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
801
West Paces Advisors
Georgia
$3.45K 2 – –
BAM
802
Bellevue Asset Management
Washington
$3.45K 2 – –
CA
803
Continuum Advisory
Idaho
$3.45K 2 – –
FC
804
Fairscale Capital
New Hampshire
$3.45K 2 – –
RTL
805
Red Tortoise LLC
Georgia
$3.45K 2 – –
ZB
806
Zions Bancorporation
Utah
$3.45K 2 – –
MFC
807
Mechanics Financial Corp
Ohio
$3.45K 2 – –
S
808
Sachetta
Massachusetts
$1.73K 1 – –
HWA
809
HHM Wealth Advisors
Tennessee
$1.73K 1 +1 New
CA
810
CoreCap Advisors
Michigan
$1.73K 1 -5 -83%
FHA
811
First Horizon Advisors
Tennessee
$1.73K 1 – –
Kayne Anderson Rudnick Investment Management
812
Kayne Anderson Rudnick Investment Management
California
$1.73K 1 – –
TIM
813
Tortoise Investment Management
New York
$1.73K 1 – –
GFPC
814
Global Financial Private Client
Florida
$1.73K 1 +1 New
WW
815
Winnow Wealth
Texas
$467 1 +1 New
IAIM
816
International Assets Investment Management
Florida
– – -10,980 Closed
Tudor Investment Corp
817
Tudor Investment Corp
Connecticut
– – -9,956 Closed
RCW
818
Rheos Capital Works
Japan
– – -7,500 Closed
EP
819
Edgestream Partners
New Jersey
– – -5,363 Closed
TC
820
TwinBeech Capital
New York
– – -4,216 Closed
LIP
821
Liontrust Investment Partners
United Kingdom
– – -2,215 Closed
TNA
822
True North Advisors
Texas
– – -2,185 Closed
Public Sector Pension Investment Board (PSP Investments)
823
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -1,709 Closed
ECP
824
Epacria Capital Partners
Colorado
– – -961 Closed
EGM
825
Engineers Gate Manager
New York
– – -931 Closed
31 32
33
34 35