Markel Group (MKL) Institutional Ownership

$1,614.04
-1.11 (-0.07%)
(As of 03:27 PM ET)

Institutional Ownership Changes (13F Filings) for Markel Group (NYSE:MKL)

Current
Institutional Ownership
Percentage
77.12%
Number of
Institutional Buyers
(last 12 months)
414
Total
Institutional Inflows
(last 12 months)
$65.14B
Number of
Institutional Sellers
(last 12 months)
309
Total
Institutional Outflows
(last 12 months)
$2.16B
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MKL Institutional Buying and Selling by Quarter

Markel Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Motley Fool Wealth Management LLC8,908$13.55M0.7%-33.6%0.069%
5/8/2024Bleakley Financial Group LLC167$254K0.0%-9.2%0.001%
5/8/2024Heritage Wealth Advisors14,050$21.38M0.8%-2.6%0.108%
5/8/2024US Bancorp DE2,390$3.64M0.0%-11.5%0.018%
5/8/2024Isthmus Partners LLC216$329K0.0%N/A0.002%
5/8/2024Russell Investments Group Ltd.17,414$26.51M0.0%+14.2%0.134%
5/8/2024QRG Capital Management Inc.690$1.05M0.0%+9.9%0.005%
5/8/2024Inspire Investing LLC292$444K0.0%-6.4%0.002%
5/7/2024Regency Capital Management Inc. DE5,998$9.13M5.5%+5.0%0.046%
5/7/2024Sei Investments Co.4,308$6.55M0.0%+41.7%0.033%
5/7/2024Redmond Asset Management LLC5,581$8.49M2.7%-4.7%0.043%
5/7/2024Concurrent Investment Advisors LLC835$1.27M0.1%+89.8%0.006%
5/7/2024Anchor Capital Advisors LLC45,119$68.65M1.8%-4.2%0.347%
5/7/2024Montag A & Associates Inc.3,562$5.42M0.3%-0.8%0.027%
5/7/2024Swiss National Bank39,590$60.24M0.0%+0.5%0.305%
5/7/2024Forsta AP Fonden2,070$3.15M0.0%+27.0%0.016%
5/7/2024Avalon Trust Co500$761K0.1%N/A0.004%
5/7/2024Illinois Municipal Retirement Fund8,210$12.49M0.2%-13.9%0.063%
5/7/2024Oppenheimer Asset Management Inc.254$386K0.0%-2.7%0.002%
5/7/2024 Karpas Strategies LLC658$1.00M0.3%-5.7%0.005%
5/7/2024 SG Americas Securities LLC1,144$1.74M0.0%+122.1%0.009%
5/7/2024 Empowered Funds LLC309$470K0.0%+108.8%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.910$1.39M0.0%-22.9%0.007%
5/6/2024 Leuthold Group LLC2,002$3.05M0.3%N/A0.015%
5/4/2024 Chapman Investment Management LLC4,964$7.55M5.6%-0.7%0.038%
5/4/2024 Howland Capital Management LLC189$288K0.0%N/A0.001%
5/4/2024 Geneos Wealth Management Inc.76$116K0.0%+43.4%0.001%
5/4/2024 DAVENPORT & Co LLC203,870$310.33M1.9%-18.6%1.563%
5/4/2024 Buck Wealth Strategies LLC1,241$1.89M0.6%N/A0.010%
5/3/2024 FDx Advisors Inc.251$382K0.1%-65.2%0.002%
5/3/2024 GSA Capital Partners LLP287$437K0.0%N/A0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S195$297K0.0%-46.9%0.001%
5/3/2024 Central Pacific Bank Trust Division514$776K0.1%N/A0.004%
5/3/2024 Smith Salley Wealth Management8,314$12.65M1.0%+7.3%0.064%
5/2/2024 Salomon & Ludwin LLC384$584K0.1%+44.4%0.003%
5/2/2024 Jennison Associates LLC76,256$116.02M0.1%-2.2%0.585%
5/2/2024 Daiwa Securities Group Inc.870$1.32M0.0%+11.5%0.007%
5/2/2024 Nordea Investment Management AB857$1.30M0.0%+2.6%0.007%
5/2/2024 Gilbert & Cook Inc.509$774K0.1%-3.8%0.004%
5/2/2024 Fidelis Capital Partners LLC200$304K0.1%+12.4%0.002%
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5/2/2024 Choreo LLC539$820K0.0%+1.9%0.004%
5/2/2024 Tobam657$1M0.1%+1,427.9%0.005%
5/2/2024 Tokio Marine Asset Management Co. Ltd.336$511K0.0%+7.0%0.003%
5/2/2024 Hunter Associates Investment Management LLC282$428K0.1%N/A0.002%
5/1/2024 Resonant Capital Advisors LLC597$908K0.1%+1.9%0.005%
5/1/2024 Janney Montgomery Scott LLC4,485$6.82M0.0%+0.6%0.034%
5/1/2024 BNP Paribas Financial Markets6,725$10.23M0.0%+15.5%0.052%
5/1/2024 Baillie Gifford & Co.272,713$414.93M0.3%-6.0%2.091%
5/1/2024 Mission Wealth Management LP464$706K0.0%N/A0.004%
5/1/2024 Wambolt & Associates LLC240$362K0.1%+3.4%0.002%
5/1/2024 Sequoia Financial Advisors LLC944$1.44M0.0%+27.6%0.007%
5/1/2024 Diversify Advisory Services LLC377$569K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC454$691K0.0%-12.7%0.003%
4/30/2024 Lodestone Wealth Management LLC273$416K0.2%-3.9%0.002%
4/30/2024 J.W. Cole Advisors Inc.224$341K0.0%+10.3%0.002%
4/30/2024 Hartline Investment Corp372$566K0.1%N/A0.003%
4/30/2024 Norden Group LLC568$864K0.1%N/A0.004%
4/30/2024 Culbertson A N & Co. Inc.170$259K0.0%N/A0.001%
4/30/2024 HB Wealth Management LLC511$777K0.0%+245.3%0.004%
4/30/2024 SpiderRock Advisors LLC158$239K0.0%N/A0.001%
4/29/2024Commonwealth Equity Services LLC4,229$6.44M0.0%-6.6%0.032%
4/29/2024 Principal Financial Group Inc.561,492$854.30M0.5%-0.6%4.306%
4/29/2024 Benjamin F. Edwards & Company Inc.138$210K0.0%+72.5%0.001%
4/29/2024 American Capital Advisory LLC1,912$2.91M2.2%-2.5%0.015%
4/29/2024 RAM Investment Partners LLC208$316K0.1%N/A0.002%
4/29/2024 Marks Group Wealth Management Inc340$517K0.1%-5.0%0.003%
4/29/2024 Baxter Bros Inc.416$633K0.1%+13.7%0.003%
4/26/2024 Pinnacle Associates Ltd.19,304$29.37M0.5%+9.3%0.148%
4/26/2024 Pavion Blue Capital LLC1,209$1.84M0.9%+8.9%0.009%
4/26/2024 Conestoga Capital Advisors LLC455$692K0.0%-9.9%0.003%
4/26/2024 SYSTM Wealth Solutions LLC1,063$1.62M0.2%-32.8%0.008%
4/26/2024 Virginia Wealth Management Group Inc.1,172$1.78M1.5%+28.5%0.009%
4/26/2024 Verdence Capital Advisors LLC576$876K0.1%+2.5%0.004%
4/26/2024 Checchi Capital Advisers LLC135$205K0.0%-5.6%0.001%
4/25/2024 Alta Capital Management LLC30,287$46.08M2.8%+1.2%0.232%
4/25/2024 Inlet Private Wealth LLC191$291K0.1%N/A0.001%
4/25/2024 Equitable Trust Co.209$318K0.0%+4.5%0.002%
4/25/2024 Capital Investment Advisory Services LLC145$221K0.0%-14.7%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 2,367$3.60M0.0%+5.7%0.018%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund9,277$14.12M0.2%+12.5%0.071%
4/25/2024 Freedom Day Solutions LLC1,387$2.11M0.7%-1.8%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.1,704$2.59M0.0%+2.9%0.013%
4/24/2024 Simplicity Wealth LLC167$254K0.0%N/A0.001%
4/24/2024 Spire Wealth Management395$601K0.0%-2.7%0.003%
4/24/2024 Buttonwood Financial Advisors Inc.2,562$3.90M1.8%+28.6%0.020%
4/24/2024 Assenagon Asset Management S.A.9,326$14.19M0.0%+14.0%0.072%
4/23/2024 Venturi Wealth Management LLC339$516K0.0%+5.3%0.003%
4/23/2024 Kirr Marbach & Co. LLC IN7,977$12.14M2.9%-1.1%0.061%
4/23/2024 Fifth Third Bancorp192$292K0.0%+12.3%0.001%
4/23/2024 Cigna Investments Inc. New141$215K0.0%N/A0.001%
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4/23/2024 Raymond James Financial Services Advisors Inc.22,265$33.88M0.1%+1.5%0.171%
4/22/2024 Founders Capital Management LLC646$983K0.2%-7.2%0.005%
4/22/2024 Intrinsic Value Partners LLC422$642K0.7%-2.5%0.003%
4/22/2024 Horst & Graben Wealth Management LLC676$1.03M0.2%-38.5%0.005%
4/22/2024 Raymond James & Associates27,343$41.60M0.0%+9.1%0.210%
4/22/2024 Lakewood Asset Management LLC523$796K0.5%+1.9%0.004%
4/22/2024 Lawson Kroeker Investment Management Inc. NE1,118$1.70M0.3%-4.0%0.009%
4/22/2024 IFM Investors Pty Ltd2,351$3.58M0.0%N/A0.018%
4/19/2024 Check Capital Management Inc. CA77,207$117.47M3.9%+1.5%0.592%
4/19/2024 Norden Group LLC568$864K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

MKL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MKL shares?

During the previous two years, 726 institutional investors and hedge funds held shares of Markel Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.69B), BlackRock Inc. ($877.50M), Principal Financial Group Inc. ($854.30M), Morgan Stanley ($793.98M), Baillie Gifford & Co. ($414.93M), State Street Corp ($386.08M), and Davis Selected Advisers ($385.96M).Learn more on MKL's institutional investors.

What percentage of Markel Group stock is owned by institutional investors?

77.12% of Markel Group stock is owned by institutional investors. Learn more on MKL's institutional investor holdings.

Which institutional investors have been buying Markel Group stock?

Of the 612 institutional investors that purchased Markel Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($45.64M), WealthPlan Investment Management LLC ($221.10K), Norges Bank ($150.87K), Boston Partners ($125.51K), Jennison Associates LLC ($93.84K), Global Assets Advisory LLC ($87.51K), and Victory Capital Management Inc. ($73.53K).

How much institutional buying is happening at Markel Group?

Institutional investors have bought a total of 48,000,607 shares in the last 24 months. This purchase volume represents approximately $66.29B in transactions.

Which Markel Group major shareholders have been selling company stock?

Of the 421 institutional investors that sold Markel Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($312.95K), WealthPlan Investment Management LLC ($220.84K), First Trust Advisors LP ($152.34K), DAVENPORT & Co LLC ($127.19K), Baillie Gifford & Co. ($113.01K), Victory Capital Management Inc. ($77.78K), and Marathon Asset Management Ltd ($70.82K).

How much institutional selling is happening at Markel Group?

Institutional investors have sold a total of 2,451,139 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.


This page (NYSE:MKL) was last updated on 5/8/2024 by MarketBeat.com Staff

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