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Markel Group

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: 745810 (+65)

3% more funds holding in top 10

Funds holding in top 10: 3233 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
826
Blueshift Asset Management
New Jersey
-$575K -378 Closed
HIC
827
Hartline Investment Corp
Illinois
-$566K -372 Closed
ACM
828
Aquatic Capital Management
Illinois
-$456K -300 Closed
FA
829
FDx Advisors
Illinois
-$382K -251 Closed
NYLIM
830
New York Life Investment Management
New York
-$353K -232 Closed
MC
831
Moors & Cabot
Massachusetts
-$350K -230 Closed
I
832
InceptionR
California
-$316K -208 Closed
BAMF
833
BI Asset Management Fondsmaeglerselskab
Denmark
-$297K -195 Closed
CWA
834
CM Wealth Advisors
Ohio
-$286K -177 Closed
Kovitz Investment Group Partners
835
Kovitz Investment Group Partners
Illinois
-$250K -164 Closed
SW
836
SVB Wealth
Massachusetts
-$242K -159 Closed
CIAS
837
Capital Investment Advisory Services
North Carolina
-$221K -145 Closed
OTL
838
Oak Thistle LLC
New York
-$210K -138 Closed
BL
839
Balentine LLC
Georgia
-$207K -136 Closed
MGIA
840
Moneta Group Investment Advisors
Missouri
-$204K -134 Closed
IIC
841
Ironwood Investment Counsel
Arizona
-$202K -133 Closed
AIG
842
American International Group
New York
-$164K -108 Closed
DA
843
Denali Advisors
California
-$45.6K -30 Closed
IRC
844
Investors Research Corp
Georgia
-$24.3K -16 Closed
TC
845
Truvestments Capital
Florida
-$16.7K -11 Closed
TC
846
Trust Company
Kansas
-$15.2K -10 Closed
LSA
847
Leonteq Securities AG
Switzerland
-$13.7K -9 Closed
CWC
848
Carolinas Wealth Consulting
North Carolina
-$12.2K -8 Closed
BF
849
BOK Financial
Oklahoma
-$7.54K -5 Closed
PCWA
850
Pacific Capital Wealth Advisors
California
-$6.09K -4 Closed

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.