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Markel Group
MKL

Overview Fund Activity

781 hedge funds and large institutions have $15.2B invested in Markel Group in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 241 reducing their positions, and 78 closing their positions.

Holders
781
Holders Change
-22
Holders Change %
-2.74%
% of All Funds
11.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.45%
New
66
Increased
300
Reduced
241
Closed
78
Calls
$31.4M
Puts
$32M
Net Calls
-$627K
Net Calls Change
+$41.1M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$44.8M
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$160M
3
DAM
3
Davis Asset Management
California
$78.4M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.4M
5
State Street
5
State Street
Massachusetts
$516M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$60.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$313M
4
First Manhattan
4
First Manhattan
New York
$144M
5
Invesco
5
Invesco
Georgia
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Voloridge Investment Management
176
Voloridge Investment Management
Florida
$6.99M 4,455 +4,455 New
AAF
177
Andra AP-fonden
Sweden
$6.81M 4,340 +310 +8%
RC
178
Roundview Capital
New Jersey
$6.79M 4,327 -2,123 -33%
TC
179
TwinBeech Capital
New York
$6.61M 4,216 +4,216 New
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$6.36M 4,052 +53 +1%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$6.33M 4,036 -233 -5%
CHAM
182
Clear Harbor Asset Management
Connecticut
$6.15M 3,919 +70 +2%
Nomura Asset Management
183
Nomura Asset Management
Japan
$6M 3,824 +208 +6%
ASRS
184
Arizona State Retirement System
Arizona
$5.84M 3,725 +123 +3%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$5.8M 3,697 +66 +2%
RBA
186
Richard Bernstein Advisors
New York
$5.78M 3,688 +1,850 +101%
Squarepoint
187
Squarepoint
New York
$5.73M 3,656 +255 +7%
GIA
188
Gateway Investment Advisers
Ohio
$5.59M 3,563 -923 -21%
MA
189
Montag & Associates
Georgia
$5.54M 3,529 -33 -0.9%
EWM
190
Evergreen Wealth Management
Michigan
$5.53M 3,523 +340 +11%
CPA
191
Court Place Advisors
Maryland
$5.42M 3,458 -58 -2%
HFS
192
Hantz Financial Services
Michigan
$5.35M 3,408 -89 -3%
GIA
193
GHP Investment Advisors
Colorado
$5.27M 3,358 +13 +0.4%
AOWM
194
Alpha Omega Wealth Management
Virginia
$5.24M 3,340 +22 +0.7%
HVP
195
Hudson Value Partners
Florida
$5M 3,186 +314 +11%
AC
196
Annandale Capital
Texas
$4.89M 3,118 – –
WC
197
Weil Company
California
$4.84M 3,088 +39 +1%
TC
198
TownSquare Capital
Utah
$4.82M 3,071 +101 +3%
VOYA Investment Management
199
VOYA Investment Management
Georgia
$4.67M 2,980 -236 -7%
GCM
200
GoodHaven Capital Management
New Jersey
$4.67M 2,980 +40 +1%
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