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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$796M
2
Invesco
2
Invesco
Georgia
$27M
3
DC
3
Davenport & Co
Virginia
$310M
4
WIM
4
Weitz Investment Management
Nebraska
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.78B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B 1,171,123 -20,591 -2%
BlackRock
2
BlackRock
New York
$1.14B 749,204 -13,770 -2%
Principal Financial Group
3
Principal Financial Group
Iowa
$854M 561,492 -3,113 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$796M 523,037 -516,999 -50%
State Street
5
State Street
Massachusetts
$467M 307,264 +2,912 +1%
DSA
6
Davis Selected Advisers
Arizona
$435M 286,091 -14,513 -5%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$415M 272,713 -17,343 -6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$375M 246,689 -9,415 -4%
Boston Partners
9
Boston Partners
Massachusetts
$326M 214,400 +57,528 +37%
DC
10
Davenport & Co
Virginia
$310M 203,870 -46,674 -19%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$300M 197,492 +6,749 +4%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$234M 153,711 +1,491 +1%
Norges Bank
13
Norges Bank
Norway
$229M 150,638 -229 -0.2%
Bank of America
14
Bank of America
North Carolina
$213M 139,768 -1,700 -1%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$200M 131,342 +1,801 +1%
SI
16
Scharf Investments
California
$187M 122,999 -3,921 -3%
DDC
17
DF Dent & Co
Maryland
$176M 115,881 +4,000 +4%
First Manhattan
18
First Manhattan
New York
$168M 110,095 +34,878 +46%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$165M 108,246 +7,907 +8%
DWA
20
Douglass Winthrop Advisors
New York
$139M 91,449 +1,546 +2%
FAM
21
Fenimore Asset Management
New York
$135M 88,414 +211 +0.2%
Legal & General Group
22
Legal & General Group
United Kingdom
$133M 87,131 -495 -0.6%
Northern Trust
23
Northern Trust
Illinois
$130M 85,433 -4,843 -5%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$129M 85,464 +3,560 +4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$124M 81,532 -2,680 -3%
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