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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83B -$16.1M -10,340 -0.9%
BlackRock
2
BlackRock
New York
$1.18B +$1.26M +809 +0.1%
Principal Financial Group
3
Principal Financial Group
Iowa
$876M -$8.91M -5,739 -1%
Morgan Stanley
4
Morgan Stanley
New York
$814M -$10.4M -6,693 -1%
State Street
5
State Street
Massachusetts
$498M +$13.3M +8,573 +3%
DSA
6
Davis Selected Advisers
Arizona
$452M +$1.51M +970 +0.3%
Baillie Gifford & Co
7
Baillie Gifford & Co
United Kingdom
$423M -$6.16M -3,967 -1%
Boston Partners
8
Boston Partners
Massachusetts
$374M +$35.8M +23,027 +11%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$370M -$18.9M -12,139 -5%
DC
10
Davenport & Co
Virginia
$323M +$1.88M +1,212 +0.6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$313M +$2.03M +1,308 +0.7%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$243M +$542K +349 +0.2%
Norges Bank
13
Norges Bank
Norway
$236M -$862K -555 -0.4%
Bank of America
14
Bank of America
North Carolina
$222M +$2.11M +1,361 +1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$179M +$8.25M +5,310 +5%
DDC
16
DF Dent & Co
Maryland
$175M -$7.36M -4,738 -4%
First Manhattan
17
First Manhattan
New York
$174M +$182K +117 +0.1%
SI
18
Scharf Investments
California
$168M -$25.3M -16,293 -13%
UBS AM
19
UBS AM
Illinois
$154M +$43.1M +27,757 +40%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$153M -$52.8M -33,999 -26%
Northern Trust
21
Northern Trust
Illinois
$144M +$8.9M +5,732 +7%
DWA
22
Douglass Winthrop Advisors
New York
$144M -$466K -300 -0.3%
FAM
23
Fenimore Asset Management
New York
$140M +$660K +425 +0.5%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$134M +$17.6M +11,357 +15%
Legal & General Group
25
Legal & General Group
United Kingdom
$133M -$4.44M -2,861 -3%

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.