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Markel Group
MKL

Overview Fund Activity

816 hedge funds and large institutions have $17.2B invested in Markel Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 258 increasing their positions, 283 reducing their positions, and 51 closing their positions.

Holders
816
Holders Change
+35
Holders Change %
+4.48%
% of All Funds
10.87%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.57%
New
96
Increased
258
Reduced
283
Closed
51
Calls
$226M
Puts
$35M
Net Calls
+$191M
Net Calls Change
+$192M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$255M
2
JPM
2
JANA Partners Management
New York
$188M
3
DSA
3
Davis Selected Advisers
Arizona
$640M
4
UBS Group
4
UBS Group
Switzerland
$192M
5
Raymond James Financial
5
Raymond James Financial
Florida
$98.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
2
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
4
Citadel Advisors
Florida
$815K
5
ACM
5
Alta Capital Management
Utah
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$14M 8,083 -208 -3%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$13.9M 8,079 +3,624 +81%
KMC
128
Kirr Marbach & Co
Indiana
$13.9M 8,027 +38 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.8M 8,000 +8,000 New
Aviva
130
Aviva
United Kingdom
$13.5M 7,801 +7,314 +1,502%
Brown Advisory
131
Brown Advisory
Maryland
$13.3M 7,722 +398 +5%
GH
132
GAM Holding
Switzerland
$13.2M 7,665 -384 -5%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$13.2M 7,655 -765 -9%
LIM
134
Lathrop Investment Management
Arkansas
$13.1M 7,597 +20 +0.3%
Truist Financial
135
Truist Financial
North Carolina
$12.7M 7,333 -463 -6%
SCP
136
Seizert Capital Partners
Michigan
$12.5M 7,230 -4,055 -36%
HWA
137
Heritage Wealth Advisors
Virginia
$12.5M 7,220 -6,680 -48%
Squarepoint
138
Squarepoint
New York
$12.4M 7,198 +3,542 +97%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$12.4M 7,191 -1,802 -20%
SEI Investments
140
SEI Investments
Pennsylvania
$12.2M 7,067 +63 +0.9%
Fuller & Thaler Asset Management
141
Fuller & Thaler Asset Management
California
$12M 6,963 +230 +3%
RCM
142
Regency Capital Management
Hawaii
$12M 6,947 +324 +5%
CVM
143
Cheviot Value Management
California
$11.8M 6,816 +387 +6%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$11.7M 6,767 -550 -8%
Ameriprise
145
Ameriprise
Minnesota
$11.4M 6,589 +32 +0.5%
MIF
146
Mediolanum International Funds
Ireland
$11.1M 6,452 +4,106 +175%
LOPW
147
Live Oak Private Wealth
North Carolina
$10.8M 6,256 -28 -0.4%
SHA
148
Seneca House Advisors
Virginia
$10.8M 6,253 +157 +3%
LPL Financial
149
LPL Financial
California
$10.6M 6,164 +453 +8%
BGIM
150
Brandywine Global Investment Management
Pennsylvania
$10.5M 6,070 -360 -6%
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