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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
EWM
201
Evergreen Wealth Management
Michigan
$5.01M
AC
202
Annandale Capital
Texas
$4.91M
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$4.83M -$8.8M -5,668 -65%
WC
204
Weil Company
California
$4.8M +$2.88M +1,855 +155%
TC
205
TownSquare Capital
Utah
$4.68M +$77.6K +50 +2%
GCM
206
GoodHaven Capital Management
New Jersey
$4.63M +$23.3K +15 +0.5%
NRS
207
Neville Rodie & Shaw
New York
$4.61M -$691K -445 -13%
BI
208
Berkeley Inc
Idaho
$4.58M +$767K +494 +20%
Corient Private Wealth
209
Corient Private Wealth
Florida
$4.58M +$4.66K +3 +0.1%
BBVA
210
Banco Bilbao Vizcaya Argentaria
Spain
$4.57M +$579K +373 +15%
EA
211
Ellsworth Advisors
Ohio
$4.56M +$127K +82 +3%
HVP
212
Hudson Value Partners
Florida
$4.53M -$80.7K -52 -2%
SCTC
213
Sanibel Captiva Trust Company
Florida
$4.41M -$45K -29 -1%
Mariner
214
Mariner
Kansas
$4.32M +$262K +169 +7%
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$4.2M -$2.92M -1,878 -41%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$4.18M +$443K +285 +12%
NIM
217
Needham Investment Management
New York
$4.18M +$699K +450 +20%
BFA
218
Buttonwood Financial Advisors
Maryland
$4.16M +$120K +77 +3%
EIM
219
Ervin Investment Management
Washington
$4.06M -$124K -80 -3%
CP
220
CenterBook Partners
Connecticut
$4.03M +$3.97M +2,555 New
GP
221
Greenline Partners
New York
$4.02M +$3.97M +2,554 New
HKAM
222
Horizon Kinetics Asset Management
New York
$4.02M -$3.11K -2 -0.1%
CWM
223
Chemistry Wealth Management
New York
$3.98M +$107K +69 +3%
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$3.96M +$1.45M +933 +59%
WG
225
Watchman Group
Texas
$3.93M +$32.6K +21 +0.8%

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.