Markel Group
746 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 271 increasing their positions, 240 reducing their positions, and 69 closing their positions.
35% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 69
13% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 240
6% more capital invested
Capital invested by funds: $14.5B → $15.4B (+$934M)
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
2% more funds holding
Funds holding: 732 → 746 (+14)
0.13% more ownership
Funds ownership: 77.15% → 77.28% (+0.13%)
21% less call options, than puts
Call options by funds: $53.1M | Put options by funds: $67.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$84.4M |
| 2 |
Select Equity Group
New York
|
+$77.4M |
| 3 |
First Manhattan
New York
|
+$51.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.8M |
| 5 |
JP Morgan Chase
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$77.3M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$68.4M |
| 3 |
WIM
Weitz Investment Management
Omaha,
Nebraska
|
-$35.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.2M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$25.4M |
MKL Hedge Fund Activity: Q1 2024 in Review
746 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q1 2024, worth a combined $15.4B — up 6.5% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new MKL positions and 69 closed out — a net gain of 24 holders — while 271 added to existing stakes and 240 trimmed.
The largest buyer was Boston Partners, adding an estimated $84.4M. The largest seller was Invesco, cutting an estimated $77.3M.
- 746 institutional investors held Markel Group (MKL) as of Q1 2024, up from 732 in Q4 2023.
- Funds reported $15.4B of Markel Group stock for Q1 2024, up 6.5% quarter-over-quarter.
- 93 funds opened new Markel Group positions in Q1 2024 and 69 closed out, a net change of +24 holders.
- The largest Markel Group buyer in Q1 2024 was Boston Partners, an estimated $84.4M added.
- The largest Markel Group seller in Q1 2024 was Invesco, an estimated $77.3M sold.
Based on aggregated 13F filings for Q1 2024.