Markel Group (MKL) Institutional Ownership

$1,613.45

+42.84 (+2.73%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 77.12%
Number of Institutional Buyers (last 12 months): 416
Total Institutional Inflows (last 12 months): $1.71B

Number of Institutional Sellers (last 12 months): 299
Total Institutional Outflows (last 12 months): $2.11B

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MKL Institutional Buying and Selling by Quarter

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Markel Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conestoga Capital Advisors LLC	335	$528K	0.0%	-26.4%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,653	$2.61M	0.0%	-3.0%	0.013%
7/26/2024	Gold Investment Management Ltd.	1,212	$1.91M	0.8%	-0.9%	0.009%
7/26/2024	Allspring Global Investments Holdings LLC	896	$1.41M	0.0%	-55.4%	0.007%
7/26/2024	Alpha Omega Wealth Management LLC	3,318	$5.23M	1.0%	+0.8%	0.026%
7/26/2024	Verdence Capital Advisors LLC	562	$886K	0.1%	-2.4%	0.004%
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7/26/2024	Bank of New York Mellon Corp	49,684	$78.28M	0.0%	+3.0%	0.382%
7/26/2024	Salomon & Ludwin LLC	191	$301K	0.0%	-50.3%	0.001%
7/26/2024	Alta Capital Management LLC	28,649	$45.14M	2.8%	-5.4%	0.220%
7/25/2024	Hills Bank & Trust Co	772	$1.22M	0.1%	-5.6%	0.006%
7/25/2024	Calamos Wealth Management LLC	400	$630K	0.0%	-20.0%	0.003%
7/25/2024	Shelter Ins Retirement Plan	1,200	$1.89M	0.5%	+100.0%	0.009%
7/25/2024	Baillie Gifford & Co.	268,746	$423.45M	0.3%	-1.5%	2.067%
7/25/2024	Tributary Capital Management LLC	561	$884K	0.1%	-1.6%	0.004%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	85,247	$134.32M	1.5%	+15.4%	0.656%
7/24/2024	Sather Financial Group Inc	28,293	$44.58M	3.1%	+8.0%	0.218%
7/24/2024	Goldstein Advisors LLC	135	$213K	0.0%	N/A	0.001%
7/24/2024	&PARTNERS	255	$402K	0.0%	N/A	0.002%
7/23/2024	Scharf Investments LLC	106,706	$168.13M	4.8%	-13.2%	0.821%
7/23/2024	Lecap Asset Management Ltd.	872	$1.37M	0.3%	+201.7%	0.007%
7/22/2024	Bay Rivers Group	285	$449K	0.2%	-8.1%	0.002%
7/22/2024	Fifth Third Bancorp	171	$269K	0.0%	-10.9%	0.001%
7/22/2024	Sanibel Captiva Trust Company Inc.	2,797	$4.41M	0.2%	-1.0%	0.022%
7/22/2024	Freedom Day Solutions LLC	1,475	$2.32M	0.8%	+6.3%	0.011%
7/22/2024	Dakota Wealth Management	236	$372K	0.0%	+14.6%	0.002%
7/20/2024	Raymond James Financial Services Advisors Inc.	24,663	$38.86M	0.1%	+10.8%	0.190%
7/19/2024	Wealth Forward LLC	129	$202K	0.2%	N/A	0.001%
7/19/2024	Raymond James & Associates	28,334	$44.65M	0.0%	+3.6%	0.218%
7/19/2024	Solitude Financial Services	750	$1.18M	0.5%	N/A	0.006%
7/19/2024	OFI Invest Asset Management	80	$118K	0.0%	N/A	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	31,304	$49.32M	0.0%	-1.6%	0.241%
7/18/2024	Blue Trust Inc.	109	$166K	0.0%	+395.5%	0.001%
7/18/2024	Baker Tilly Wealth Management LLC	198	$312K	0.1%	+5.3%	0.002%
7/18/2024	Lathrop Investment Management Corp	7,668	$12.08M	2.4%	-1.4%	0.059%
7/18/2024	Ellsworth Advisors LLC	2,896	$4.56M	1.3%	+2.9%	0.022%
7/18/2024	Assenagon Asset Management S.A.	9,884	$15.57M	0.0%	+6.0%	0.076%
7/18/2024	Fiduciary Financial Group LLC	207	$333K	0.1%	N/A	0.002%
7/18/2024	Swedbank AB	1,932	$3.04M	0.0%	+19.4%	0.015%
7/17/2024	Clear Harbor Asset Management LLC	3,849	$6.07M	0.5%	+1.3%	0.030%
7/17/2024	Founders Capital Management LLC	568	$895K	0.2%	-12.1%	0.004%
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7/17/2024	Epic Trust Investment Advisors LLC	181	$285K	0.3%	+4.6%	0.001%
7/17/2024	Manchester Financial Inc.	221	$348K	0.1%	-4.3%	0.002%
7/17/2024	Wedge Capital Management L L P NC	10,268	$16.18M	0.3%	-24.5%	0.079%
7/17/2024	Salvus Wealth Management LLC	1,147	$1.81M	1.2%	-2.0%	0.009%
7/17/2024	AdvisorNet Financial Inc	307	$484K	0.0%	+10.0%	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	889	$1.40M	0.0%	-2.3%	0.007%
7/16/2024	ORG Partners LLC	184	$290K	0.0%	N/A	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	3,999	$6.30M	0.0%	-0.3%	0.031%
7/16/2024	Baxter Bros Inc.	366	$577K	0.1%	-12.0%	0.003%
7/16/2024	Alhambra Investment Management LLC	192	$303K	0.2%	+28.9%	0.001%
7/16/2024	Sequoia Financial Advisors LLC	959	$1.51M	0.0%	+1.6%	0.007%
7/16/2024	Pavion Blue Capital LLC	1,254	$1.98M	1.0%	+3.7%	0.010%
7/15/2024	Parisi Gray Wealth Management	572	$901K	0.3%	+5.3%	0.004%
7/15/2024	Citadel Investment Advisory Inc.	15,714	$24.76M	14.1%	-0.2%	0.121%
7/15/2024	Crestmont Private Wealth LLC	265	$418K	0.2%	-2.9%	0.002%
7/13/2024	Seneca House Advisors	5,719	$9.01M	3.9%	+4.6%	0.044%
7/13/2024	Blue Zone Wealth Advisors LLC	2,228	$3.51M	1.2%	-1.8%	0.017%
7/12/2024	Country Trust Bank	21,234	$33.46M	0.8%	-0.1%	0.163%
7/12/2024	Diversify Advisory Services LLC	170	$264K	0.0%	-54.9%	0.001%
7/12/2024	Gateway Investment Advisers LLC	4,486	$7.07M	0.1%	+19.8%	0.035%
7/12/2024	SG Americas Securities LLC	418	$659K	0.0%	-63.5%	0.003%
7/12/2024	Opal Wealth Advisors LLC	254	$400K	0.1%	-22.1%	0.002%
7/12/2024	QRG Capital Management Inc.	254	$400K	0.0%	-63.2%	0.002%
7/11/2024	Mendota Financial Group LLC	50	$79K	0.0%	-30.6%	0.000%
7/11/2024	OLD National Bancorp IN	249	$392K	0.0%	-11.1%	0.002%
7/11/2024	Symmetry Partners LLC	176	$277K	0.0%	-17.4%	0.001%
7/11/2024	Salem Investment Counselors Inc.	1,799	$2.84M	0.1%	-1.0%	0.014%
7/10/2024	Simplicity Wealth LLC	189	$298K	0.0%	+13.2%	0.001%
7/10/2024	Gulf International Bank UK Ltd	1,069	$1.68M	0.0%	+1.7%	0.008%
7/10/2024	Fiduciary Alliance LLC	1,535	$2.42M	0.4%	-0.6%	0.012%
7/9/2024	Trust Co. of Vermont	701	$1.11M	0.1%	+13.6%	0.005%
7/9/2024	Mather Group LLC.	64	$97K	0.0%	+1,180.0%	0.000%
7/8/2024	Beach Investment Counsel Inc. PA	114	$180K	0.0%	N/A	0.001%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	35	$55K	0.0%	N/A	0.000%
7/5/2024	DNB Asset Management AS	2,310	$3.64M	0.0%	+1.8%	0.018%
7/3/2024	Beese Fulmer Investment Management Inc.	1,507	$2.38M	0.2%	-5.6%	0.012%
7/2/2024	Marcum Wealth LLC	165	$260K	0.0%	+9.3%	0.001%
7/2/2024	Massmutual Trust Co. FSB ADV	354	$558K	0.0%	-6.1%	0.003%
7/2/2024	First Hawaiian Bank	1,031	$1.63M	0.1%	-3.4%	0.008%
7/1/2024	Neville Rodie & Shaw Inc.	2,925	$4.61M	0.3%	-13.2%	0.023%
7/1/2024	Confluence Investment Management LLC	38,667	$60.93M	0.9%	-3.5%	0.297%
6/4/2024	DekaBank Deutsche Girozentrale	1,735	$2.63M	0.0%	+4.0%	0.013%
6/4/2024	Aurora Investment Counsel	833	$1.27M	0.7%	+3.0%	0.006%
5/28/2024	Boston Partners	214,400	$326.12M	0.4%	+36.7%	1.649%
5/24/2024	Cetera Advisors LLC	358	$545K	0.0%	N/A	0.003%
5/24/2024	Cetera Investment Advisers	1,253	$1.91M	0.0%	+172.4%	0.010%
5/21/2024	Swedbank AB	1,618	$2.46M	0.0%	N/A	0.012%
5/21/2024	Sanibel Captiva Trust Company Inc.	2,826	$4.30M	0.1%	-0.5%	0.022%
5/20/2024	Virtu Financial LLC	612	$930K	0.1%	N/A	0.005%
5/17/2024	WealthPlan Investment Management LLC	234	$356K	0.1%	-8.2%	0.002%
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5/17/2024	Comerica Bank	3,733	$5.68M	0.0%	-4.8%	0.029%
5/17/2024	Adalta Capital Management LLC	1,769	$2.69M	1.5%	+4.6%	0.014%
5/17/2024	Tidal Investments LLC	1,867	$2.85M	0.0%	+26.7%	0.014%
5/17/2024	Motley Fool Asset Management LLC	203	$309K	0.0%	-96.6%	0.002%
5/16/2024	California State Teachers Retirement System	18,754	$28.53M	0.0%	+1.7%	0.144%
5/16/2024	Avenir Corp	80,841	$123.00M	10.5%	-5.9%	0.622%
5/16/2024	2Xideas AG	7,080	$10.77M	1.3%	-3.6%	0.054%
5/16/2024	Janus Henderson Group PLC	13,955	$21.22M	0.0%	+0.7%	0.107%
5/15/2024	SVB Wealth LLC	159	$242K	0.0%	-5.9%	0.001%
5/15/2024	Mount Yale Investment Advisors LLC	377	$574K	0.0%	-3.1%	0.003%

(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, 734 institutional investors and hedge funds held shares of Markel Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.78B), BlackRock Inc. ($877.50M), Principal Financial Group Inc. ($854.30M), Morgan Stanley ($793.98M), Baillie Gifford & Co. ($423.45M), 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 622 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 ($45.63M), WealthPlan Investment Management LLC ($221.10K), Boston Partners ($183.04K), Norges Bank ($150.87K), 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 47,936,613 shares in the last 24 months. This purchase volume represents approximately $66.21B 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 ($220.87K), First Trust Advisors LP ($152.34K), DAVENPORT & Co LLC ($126.72K), Baillie Gifford & Co. ($116.98K), 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 2,380,449 shares in the last 24 months. This volume of shares sold represents approximately $3.25B in transactions.