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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
Fidelity Investments
101
Fidelity Investments
Massachusetts
$20.2M -$9M -5,796 -31%
Select Equity Group
102
Select Equity Group
New York
$20M -$62.3M -40,126 -76%
PCM
103
Poehling Capital Management
Wisconsin
$19.3M +$638K +411 +3%
Skandinaviska Enskilda Banken (SEB)
104
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.2M -$1.99M -1,279 -10%
SCP
105
Seizert Capital Partners
Michigan
$17.8M -$1.14M -735 -6%
BCM
106
Banyan Capital Management
Georgia
$17M -$144K -93 -0.9%
PWC
107
PYA Waltman Capital
Tennessee
$16.5M -$99.4K -64 -0.6%
WCM
108
Wedge Capital Management
North Carolina
$16.2M -$5.17M -3,330 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
109
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16M -$1.71M -1,104 -10%
AllianceBernstein
110
AllianceBernstein
Tennessee
$16M -$2.17M -1,400 -12%
Millennium Management
111
Millennium Management
New York
$15.6M +$15.4M +9,932 New
Marshall Wace
112
Marshall Wace
United Kingdom
$15.6M +$15.4M +9,898 New
Assenagon Asset Management
113
Assenagon Asset Management
Luxembourg
$15.6M +$866K +558 +6%
GRQ
114
Gardner Russo & Quinn
Pennsylvania
$15.2M -$280K -180 -2%
Citigroup
115
Citigroup
New York
$15M -$814K -524 -5%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$15M -$939K -605 -6%
CI Investments Inc
117
CI Investments Inc
Ontario, Canada
$14.7M -$3.25M -2,096 -18%
Citadel Advisors
118
Citadel Advisors
Florida
$14.5M +$14.3M +9,227 New
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$14.5M -$5.28M -3,403 -27%
MFWM
120
Motley Fool Wealth Management
Virginia
$14.3M +$262K +169 +2%
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$14.2M -$3.47M -2,234 -20%
American Century Companies
122
American Century Companies
Missouri
$14M +$7.41M +4,771 +116%
SSWM
123
Smith Salley Wealth Management
North Carolina
$14M +$840K +541 +7%
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$13.9M +$932K +600 +7%
William Blair & Company
125
William Blair & Company
Illinois
$13.7M -$1.29M -833 -9%

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.