MKL icon

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 %
BAMF
826
BI Asset Management Fondsmaeglerselskab
Denmark
– – -195 Closed
CWA
827
CM Wealth Advisors
Ohio
– – -177 Closed
Kovitz Investment Group Partners
828
Kovitz Investment Group Partners
Illinois
– – -164 Closed
SW
829
SVB Wealth
Massachusetts
– – -159 Closed
CIAS
830
Capital Investment Advisory Services
North Carolina
– – -145 Closed
OTL
831
Oak Thistle LLC
New York
– – -138 Closed
BL
832
Balentine LLC
Georgia
– – -136 Closed
MGIA
833
Moneta Group Investment Advisors
Missouri
– – -134 Closed
IIC
834
Ironwood Investment Counsel
Arizona
– – -133 Closed
AIG
835
American International Group
New York
– – -108 Closed
DA
836
Denali Advisors
California
– – -30 Closed
IRC
837
Investors Research Corp
Georgia
– – -16 Closed
TC
838
Truvestments Capital
Florida
– – -11 Closed
TC
839
Trust Company
Kansas
– – -10 Closed
CWC
840
Carolinas Wealth Consulting
North Carolina
– – -8 Closed
BF
841
BOK Financial
Oklahoma
– – -5 Closed
PCWA
842
Pacific Capital Wealth Advisors
California
– – -4 Closed
FPB
843
First PREMIER Bank
South Dakota
– – -1 Closed
CA
844
CoreCap Advisors
Michigan
– – -1 Closed
EAM
845
Erste Asset Management
Austria
– – – –
Twin Tree Management
846
Twin Tree Management
Texas
– – – –
CFGS
847
Concourse Financial Group Securities
Alabama
– – – –
30 31 32 33
34