Markel Group (MKL) Institutional Ownership

$1,663.21
+10.63 (+0.64%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
77.12%
Number of
Institutional Buyers
(last 12 months)
402
Total
Institutional Inflows
(last 12 months)
$64.96B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$2.10B
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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
5/17/2024 WealthPlan Investment Management LLC234$356K0.1%-8.2%0.002%
5/17/2024 Comerica Bank3,733$5.68M0.0%-4.8%0.029%
5/17/2024 Adalta Capital Management LLC1,769$2.69M1.5%+4.6%0.014%
5/17/2024 Tidal Investments LLC1,867$2.85M0.0%+26.7%0.014%
5/17/2024 Motley Fool Asset Management LLC203$309K0.0%-96.6%0.002%
5/16/2024 California State Teachers Retirement System18,754$28.53M0.0%+1.7%0.144%
5/16/2024 Avenir Corp80,841$123.00M10.5%-5.9%0.622%
5/16/2024 2Xideas AG7,080$10.77M1.3%-3.6%0.054%
5/16/2024 Janus Henderson Group PLC13,955$21.22M0.0%+0.7%0.107%
5/15/2024 SVB Wealth LLC159$242K0.0%-5.9%0.001%
5/15/2024 Mount Yale Investment Advisors LLC377$574K0.0%-3.1%0.003%
5/15/2024 Public Employees Retirement System of Ohio5,030$7.65M0.0%-8.6%0.039%
5/15/2024 Public Employees Retirement Association of Colorado1,506$2.29M0.0%-2.6%0.012%
5/15/2024 Price T Rowe Associates Inc. MD8,336$12.68M0.0%+4.5%0.064%
5/15/2024 Epoch Investment Partners Inc.61,338$93.33M0.4%+8.4%0.472%
5/14/2024 Guardian Capital LP760$1.16M0.0%+6.3%0.006%
5/14/2024 Toronto Dominion Bank1,570$2.39M0.0%-19.5%0.012%
5/14/2024 Axxcess Wealth Management LLC886$1.35M0.0%+52.8%0.007%
5/14/2024 Shell Asset Management Co.743$1.13M0.1%+41.8%0.006%
5/14/2024 Crewe Advisors LLC53$81K0.0%N/A0.000%
5/14/2024 Evermay Wealth Management LLC49$75K0.0%N/A0.000%
5/14/2024 Front Street Capital Management Inc.308$485K0.1%-21.4%0.002%
5/14/2024 CANADA LIFE ASSURANCE Co67,793$103.16M0.2%-4.3%0.521%
5/14/2024 Greenbrier Partners Capital Management LLC27,456$41.77M3.9%-0.5%0.211%
5/13/2024 Bessemer Group Inc.628$956K0.0%-2.3%0.005%
5/13/2024 Atlanta Consulting Group Advisors LLC558$849K0.3%N/A0.004%
5/13/2024 PYA Waltman Capital LLC10,523$16.01M5.9%+1.8%0.081%
5/13/2024 UniSuper Management Pty Ltd190$289K0.0%+90.0%0.001%
5/13/2024 O Shaughnessy Asset Management LLC2,006$3.05M0.0%+3.7%0.015%
5/11/2024 Resurgent Financial Advisors LLC275$418K0.2%+10.9%0.002%
5/11/2024 Covestor Ltd181$276K0.2%+483.9%0.001%
5/11/2024 Ironwood Investment Counsel LLC133$202K0.0%-28.5%0.001%
5/11/2024 Edgestream Partners L.P.1,333$2.03M0.1%+176.6%0.010%
5/10/2024 TIAA Trust National Association138$210K0.0%-5.5%0.001%
5/10/2024 Vanguard Group Inc.1,171,123$1.78B0.0%-1.7%9.007%
5/10/2024 Intech Investment Management LLC758$1.15M0.0%+4.7%0.006%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp85,464$129.44M0.3%+4.3%0.657%
5/10/2024 Poehling Capital Management INC.11,853$18.03M4.8%+2.7%0.091%
5/10/2024 Motco115$175K0.0%N/A0.001%
5/10/2024 Taylor Hoffman Wealth Management320$487K0.2%-7.0%0.002%
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5/9/2024 Orion Portfolio Solutions LLC1,811$2.76M0.0%-2.6%0.014%
5/9/2024 Blair William & Co. IL9,535$14.51M0.0%+0.8%0.073%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.7,600$11.56M0.0%+31.7%0.058%
5/9/2024 State Board of Administration of Florida Retirement System18,771$28.56M0.1%+16.8%0.144%
5/9/2024 Hudson Value Partners LLC2,924$4.45M1.9%+1.4%0.022%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.900$1.37M0.0%+98.2%0.007%
5/8/2024 Entropy Technologies LP574$873K0.1%-41.2%0.004%
5/8/2024 Motley Fool Asset Management LLC205$312K0.0%-96.5%0.002%
5/8/2024 Motley Fool Wealth Management LLC8,908$13.55M0.7%-33.6%0.069%
5/8/2024 Bleakley Financial Group LLC167$254K0.0%-9.2%0.001%
5/8/2024 Heritage Wealth Advisors14,050$21.38M0.8%-2.6%0.108%
5/8/2024 US Bancorp DE2,390$3.64M0.0%-11.5%0.018%
5/8/2024 Isthmus Partners LLC216$329K0.0%N/A0.002%
5/8/2024 Russell Investments Group Ltd.17,414$26.51M0.0%+14.2%0.134%
5/8/2024 QRG Capital Management Inc.690$1.05M0.0%+9.9%0.005%
5/8/2024 Inspire Investing LLC292$444K0.0%-6.4%0.002%
5/7/2024 Regency Capital Management Inc. DE5,998$9.13M5.5%+5.0%0.046%
5/7/2024 Sei Investments Co.4,308$6.55M0.0%+41.7%0.033%
5/7/2024 Redmond Asset Management LLC5,581$8.49M2.7%-4.7%0.043%
5/7/2024 Concurrent Investment Advisors LLC835$1.27M0.1%+89.8%0.006%
5/7/2024 Anchor Capital Advisors LLC45,119$68.65M1.8%-4.2%0.347%
5/7/2024 Montag A & Associates Inc.3,562$5.42M0.3%-0.8%0.027%
5/7/2024 Swiss National Bank39,590$60.24M0.0%+0.5%0.305%
5/7/2024 Forsta AP Fonden2,070$3.15M0.0%+27.0%0.016%
5/7/2024 Avalon Trust Co500$761K0.1%N/A0.004%
5/7/2024 Illinois Municipal Retirement Fund8,210$12.49M0.2%-13.9%0.063%
5/7/2024 Oppenheimer 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%
5/2/2024 Choreo LLC539$820K0.0%+1.9%0.004%
5/2/2024 Tobam657$1M0.1%+1,427.9%0.005%
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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%
(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, 720 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. ($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 610 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 47,865,749 shares in the last 24 months. This purchase volume represents approximately $66.10B in transactions.

Which Markel Group major shareholders have been selling company stock?

Of the 415 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 ($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 2,371,905 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


This page (NYSE:MKL) was last updated on 5/19/2024 by MarketBeat.com Staff

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