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Markel Group
MKL

Overview Fund Activity

740 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+13
Holders Change %
+1.79%
% of All Funds
10.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.46%
New
92
Increased
267
Reduced
239
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$326M
2
Select Equity Group
Select Equity Group
New York
$80.3M
3
First Manhattan
First Manhattan
New York
$168M
4
UBS Group
UBS Group
Switzerland
$52.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$796M
2
Invesco
Invesco
Georgia
$27M
3
DC
Davenport & Co
Virginia
$310M
4
WIM
Weitz Investment Management
Nebraska
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Snyder Capital Management
California
$12.8M -$857K -563 -6%
T. Rowe Price Associates
127
T. Rowe Price Associates
Maryland
$12.7M +$546K +359 +5%
SSWM
128
Smith Salley Wealth Management
North Carolina
$12.6M +$857K +563 +7%
IMRF
129
Illinois Municipal Retirement Fund
Illinois
$12.5M -$2.02M -1,330 -14%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$12.3M -$1.87M -1,232 -13%
GH
131
GAM Holding
Switzerland
$12.2M +$38K +25 +0.3%
KMC
132
Kirr Marbach & Co
Indiana
$12.1M -$132K -87 -1%
LIM
133
Lathrop Investment Management
Arkansas
$11.8M -$3.04K -2 -0%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$11.8M +$2.35M +1,546 +25%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$11.6M +$2.78M +1,829 +32%
Fuller & Thaler Asset Management
136
Fuller & Thaler Asset Management
California
$11.5M +$2.5M +1,646 +28%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$11.5M -$3.75M -2,462 -25%
RCW
138
Rheos Capital Works
Japan
$11.4M – – –
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$11.4M +$481K +316 +4%
2
140
2Xideas
Switzerland
$10.8M -$400K -263 -4%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$10.7M +$823K +541 +8%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$10.2M +$1.38M +904 +16%
Ameriprise
143
Ameriprise
Minnesota
$9.95M +$1.31M +863 +15%
RC
144
Roundview Capital
New Jersey
$9.65M +$131K +86 +1%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$9.56M -$218K -143 -2%
CVM
146
Cheviot Value Management
California
$9.47M +$844K +555 +10%
LOPW
147
Live Oak Private Wealth
North Carolina
$9.47M +$3.04K +2 +0%
BGIM
148
Brandywine Global Investment Management
Pennsylvania
$9.17M +$263K +173 +3%
RCM
149
Regency Capital Management
Hawaii
$9.13M +$438K +288 +5%
Man Group
150
Man Group
United Kingdom
$9.11M +$4.13M +2,713 +83%
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