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Markel Group
MKL

830 hedge funds and large institutions have $17.2B invested in Markel Group in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 262 increasing their positions, 285 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $226M | Put options by funds: $35M

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

42% more funds holding in top 10

Funds holding in top 10: 31 → 44 (+13)

11% more capital invested

Capital invested by funds: $15.4B → $17.2B (+$1.76B)

5% more funds holding

Funds holding: 791 → 830 (+39)

1.62% more ownership

Funds ownership: 76.07% → 77.69% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 285

Holders
830
Holders Change
+39
Holders Change %
+4.93%
% of All Funds
10.93%
Holding in Top 10
44
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+41.94%
% of All Funds
0.58%
New
100
Increased
262
Reduced
285
Closed
51
Calls
$226M
Puts
$35M
Net Calls
+$191M
Net Calls Change
+$192M

Top Buyers

1
JPM
JANA Partners Management
New York
+$181M
2
DSA
Davis Selected Advisers
Arizona
+$134M
3
UBS Group
UBS Group
Switzerland
+$114M
4
Boston Partners
Boston Partners
Massachusetts
+$70M
5
EAM
Empirical Asset Management
Massachusetts
+$52.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$87.6M
2
First Manhattan
First Manhattan
New York
-$70.6M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$52.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$46.7M
5
ACM
Alta Capital Management
Utah
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.99B -$7.82M -4,712 -0.4%
BlackRock
2
BlackRock
New York
$1.3B +$13.3M +8,036 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$946M +$119K +72 +0%
Morgan Stanley
4
Morgan Stanley
New York
$893M -$8.16M -4,916 -0.9%
DSA
5
Davis Selected Advisers
Arizona
$640M +$134M +80,922 +28%
State Street
6
State Street
Massachusetts
$541M -$26.6M -16,057 -5%
Boston Partners
7
Boston Partners
Massachusetts
$487M +$70M +42,178 +18%
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$392M -$52.9M -31,895 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$361M +$375K +226 +0.1%
DC
10
Davenport & Co
Virginia
$353M -$1.45M -871 -0.4%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$265M -$1.71M -1,032 -0.7%
Norges Bank
12
Norges Bank
Norway
$255M -$709K -427 -0.3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$254M -$87.6M -52,769 -26%
Bank of America
14
Bank of America
North Carolina
$243M +$1.52M +915 +0.7%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$210M +$32.6M +19,657 +19%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$201M +$3.28M +1,975 +2%
UBS Group
17
UBS Group
Switzerland
$192M +$114M +68,433 +161%
JPM
18
JANA Partners Management
New York
$188M +$181M +108,926 New
UBS AM
19
UBS AM
Illinois
$174M +$26.4M +15,916 +19%
SI
20
Scharf Investments
California
$164M -$9.23M -5,564 -6%
Northern Trust
21
Northern Trust
Illinois
$163M +$19.3M +11,654 +14%
DWA
22
Douglass Winthrop Advisors
New York
$153M -$3.25M -1,956 -2%
FAM
23
Fenimore Asset Management
New York
$153M -$51.4K -31 -0%
DDC
24
DF Dent & Co
Maryland
$143M -$25.2M -15,172 -15%
ESBC
25
E.S. Barr & Co
Kentucky
$140M +$3.25M +1,957 +2%
1
2 3 4 5

MKL Hedge Fund Activity: Q4 2024 in Review

830 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q4 2024, worth a combined $17.2B — up 11% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MKL positions and 51 closed out — a net gain of 49 holders — while 262 added to existing stakes and 285 trimmed.

The largest buyer was JANA Partners Management, opening a new position worth an estimated $181M. The largest seller was Wellington Management Group, cutting an estimated $87.6M.

  • 830 institutional investors held Markel Group (MKL) as of Q4 2024, up from 791 in Q3 2024.
  • Funds reported $17.2B of Markel Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 100 funds opened new Markel Group positions in Q4 2024 and 51 closed out, a net change of +49 holders.
  • The largest Markel Group buyer in Q4 2024 was JANA Partners Management, an estimated $181M added.
  • The largest Markel Group seller in Q4 2024 was Wellington Management Group, an estimated $87.6M sold.

Based on aggregated 13F filings for Q4 2024.