Markel Group
745 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 270 increasing their positions, 240 reducing their positions, and 69 closing their positions.
35% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 69
13% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 240
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
2% more funds holding
Funds holding: 731 → 745 (+14)
1% more capital invested
Capital invested by funds: $15.2B → $15.4B (+$196M)
3.13% less ownership
Funds ownership: 81.08% → 77.95% (-3.1%)
21% less call options, than puts
Call options by funds: $53.1M | Put options by funds: $67.1M
Top Buyers
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
+$128M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$84.4M |
| 3 |
Select Equity Group
New York
|
+$77.4M |
| 4 |
First Manhattan
New York
|
+$51.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25.8M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$758M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$77.3M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$68.4M |
| 4 |
WIM
Weitz Investment Management
Omaha,
Nebraska
|
-$35.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.2M |
MKL Hedge Fund Activity: Q1 2024 in Review
745 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2024, worth a combined $15.4B — up 1.3% from $15.2B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new MKL positions and 69 closed out — a net gain of 24 holders — while 270 added to existing stakes and 240 trimmed.
The largest buyer was Global Assets Advisory, opening a new position worth an estimated $128M. The largest seller was Morgan Stanley, cutting an estimated $758M.
- 745 institutional investors held Markel Group (MKL) as of Q1 2024, up from 731 in Q4 2023.
- Funds reported $15.4B of Markel Group stock for Q1 2024, up 1.3% quarter-over-quarter.
- 93 funds opened new Markel Group positions in Q1 2024 and 69 closed out, a net change of +24 holders.
- The largest Markel Group buyer in Q1 2024 was Global Assets Advisory, an estimated $128M added.
- The largest Markel Group seller in Q1 2024 was Morgan Stanley, an estimated $758M sold.
Based on aggregated 13F filings for Q1 2024.