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Markel Group
MKL

Overview Fund Activity

816 hedge funds and large institutions have $17.2B invested in Markel Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 258 increasing their positions, 283 reducing their positions, and 51 closing their positions.

Holders
816
Holders Change
+35
Holders Change %
+4.48%
% of All Funds
10.87%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
0.57%
New
96
Increased
258
Reduced
283
Closed
51
Calls
$226M
Puts
$35M
Net Calls
+$191M
Net Calls Change
+$192M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$255M
2
JPM
2
JANA Partners Management
New York
$188M
3
DSA
3
Davis Selected Advisers
Arizona
$640M
4
UBS Group
4
UBS Group
Switzerland
$192M
5
Raymond James Financial
5
Raymond James Financial
Florida
$98.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$254M
2
First Manhattan
2
First Manhattan
New York
$84.7M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$392M
4
Citadel Advisors
4
Citadel Advisors
Florida
$815K
5
ACM
5
Alta Capital Management
Utah
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B 1,150,596 -4,712 -0.4%
BlackRock
2
BlackRock
New York
$1.3B 755,023 +8,036 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$946M 548,219 +72 +0%
Morgan Stanley
4
Morgan Stanley
New York
$893M 517,066 -4,916 -0.9%
DSA
5
Davis Selected Advisers
Arizona
$640M 370,522 +80,922 +28%
State Street
6
State Street
Massachusetts
$541M 313,152 -16,057 -5%
Boston Partners
7
Boston Partners
Massachusetts
$487M 281,820 +42,178 +18%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$392M 227,220 -31,895 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$361M 209,280 +226 +0.1%
DC
10
Davenport & Co
Virginia
$353M 204,316 -871 -0.4%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$265M 153,688 -1,032 -0.7%
Norges Bank
12
Norges Bank
Norway
$255M 147,602 +147,602 New
Wellington Management Group
13
Wellington Management Group
Massachusetts
$254M 146,904 -52,769 -26%
Bank of America
14
Bank of America
North Carolina
$243M 140,997 +915 +0.7%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$210M 121,589 +19,657 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$201M 116,664 +1,975 +2%
UBS Group
17
UBS Group
Switzerland
$192M 111,056 +68,433 +161%
JPM
18
JANA Partners Management
New York
$188M 108,926 +108,926 New
UBS AM
19
UBS AM
Illinois
$174M 101,044 +15,916 +19%
SI
20
Scharf Investments
California
$164M 95,265 -5,564 -6%
Northern Trust
21
Northern Trust
Illinois
$163M 94,383 +11,654 +14%
DWA
22
Douglass Winthrop Advisors
New York
$153M 88,726 -1,956 -2%
FAM
23
Fenimore Asset Management
New York
$153M 88,415 -31 -0%
DDC
24
DF Dent & Co
Maryland
$143M 82,906 -15,172 -15%
ESBC
25
E.S. Barr & Co
Kentucky
$140M 80,853 +1,957 +2%
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