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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
Barclays
76
Barclays
United Kingdom
$32.9M -$348K -224 -1%
First Trust Advisors
77
First Trust Advisors
Illinois
$32.9M +$2.87M +1,851 +10%
LI
78
Lafayette Investments
Maryland
$32.2M +$52.8K +34 +0.2%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$32.1M +$2.56M +1,648 +9%
National Pension Service
80
National Pension Service
South Korea
$31.5M +$652K +420 +2%
PA
81
Pinnacle Associates
New York
$30.5M +$115K +74 +0.4%
JP Morgan Chase
82
JP Morgan Chase
New York
$30.4M -$12.2M -7,863 -29%
Deutsche Bank
83
Deutsche Bank
Germany
$29.6M -$5.02M -3,234 -15%
MAA
84
Mraz Amerine & Associates
California
$29.1M +$312K +201 +1%
CCA
85
Cobblestone Capital Advisors
New York
$28.8M +$46.6K +30 +0.2%
SIM
86
Sprucegrove Investment Management
Ontario, Canada
$28.6M +$256K +165 +0.9%
MAM
87
Martingale Asset Management
Massachusetts
$28.6M -$373K -240 -1%
LC
88
Lincoln Capital
Nebraska
$28.4M -$210K -135 -0.7%
Renaissance Technologies
89
Renaissance Technologies
New York
$28M +$7.73M +4,980 +39%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$27.7M +$13.4M +8,625 +96%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$27.2M -$91.6K -59 -0.3%
Los Angeles Capital Management
92
Los Angeles Capital Management
California
$24.8M +$45K +29 +0.2%
CIA
93
Citadel Investment Advisory
Ohio
$24.8M -$41.9K -27 -0.2%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$24.4M +$2.35M +1,512 +11%
Truist Financial
95
Truist Financial
North Carolina
$24.3M -$4.12M -2,650 -15%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$23.6M -$3.81M -2,453 -14%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$22.5M -$7M -4,506 -24%
HWA
98
Heritage Wealth Advisors
Virginia
$21.8M -$315K -203 -1%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$21.6M -$3.65M -2,350 -15%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$20.3M -$1.51M -974 -7%

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.