Free Trial

Markel Group (MKL) Institutional Ownership

Markel Group logo
$1,776.14 +7.10 (+0.40%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
77.12%
Number of
Institutional Buyers
(last 12 months)
421
Total
Institutional Inflows
(last 12 months)
$1.53B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$1.22B
Get MKL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Markel Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
1/17/2025Inspire Investing LLC819$1.41M0.2%+14.7%0.006%
1/17/2025Janney Montgomery Scott LLC4,800$8.29M0.0%-3.3%0.037%
1/17/2025SG Americas Securities LLC469$810K0.0%N/A0.004%
1/17/2025Global Trust Asset Management LLC24$41K0.0%N/A0.000%
1/17/2025Genesis Private Wealth LLC167$288K0.2%N/A0.001%
1/17/2025MCF Advisors LLC200$345K0.0%-21.6%0.002%
1/17/2025Fort Washington Investment Advisors Inc. OH76,922$132.79M0.8%-0.8%0.598%
1/17/2025Atomi Financial Group Inc.365$630K0.0%+33.7%0.003%
1/17/2025Clear Harbor Asset Management LLC3,981$6.87M0.5%+1.6%0.031%
1/16/2025Solidarity Wealth LLC5,644$9.74M2.5%+3.0%0.044%
1/16/2025Royal Fund Management LLC1,020$1.76M0.2%+100.0%0.008%
1/16/2025Culbertson A N & Co. Inc.1,146$1.98M0.3%+85.4%0.009%
1/16/2025MassMutual Private Wealth & Trust FSB288$497K0.0%-14.5%0.002%
1/16/2025Ervin Investment Management LLC2,569$4.44M2.9%-3.1%0.020%
1/16/2025Lincoln Capital LLC17,616$30.41M6.4%-1.0%0.137%
1/16/2025Diversify Wealth Management LLC561$931K0.1%+31.7%0.004%
1/16/2025Ellsworth Advisors LLC2,868$4.95M1.3%-0.5%0.022%
1/15/2025 Astoria Portfolio Advisors LLC.125$215K0.1%N/A0.001%
1/15/2025 Smith Salley Wealth Management9,124$15.75M1.0%+0.8%0.071%
1/15/2025 HB Wealth Management LLC629$1.09M0.0%+6.3%0.005%
1/15/2025 Trust Co. of Vermont630$1.09M0.1%-2.3%0.005%
1/15/2025 Sanibel Captiva Trust Company Inc.2,833$4.89M0.2%-0.6%0.022%
1/15/2025 Merit Financial Group LLC127$219K0.0%N/A0.001%
1/15/2025 Wedge Capital Management L L P NC8,948$15.45M0.3%-13.2%0.070%
1/15/2025 Chemistry Wealth Management LLC2,773$4.79M1.1%+7.2%0.022%
1/15/2025 Procyon Advisors LLC1,403$2.42M0.2%-0.5%0.011%
1/15/2025 Empirical Asset Management LLC31,382$54.17M1.6%N/A0.244%
1/15/2025 Salvus Wealth Management LLC1,132$1.95M1.2%-1.0%0.009%
1/15/2025 Ritholtz Wealth Management337$582K0.0%-3.2%0.003%
1/15/2025 Carnegie Investment Counsel120$207K0.0%N/A0.001%
1/15/2025 Gateway Investment Advisers LLC3,551$6.13M0.1%-0.3%0.028%
1/14/2025 Sebold Capital Management Inc.245$423K0.3%-2.4%0.002%
1/14/2025 Founders Grove Wealth Partners LLC193$333K0.1%N/A0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.84$145K0.0%+140.0%0.001%
1/14/2025 Park Avenue Securities LLC148$256K0.0%-12.4%0.001%
1/14/2025 Assenagon Asset Management S.A.22,411$38.69M0.1%+167.1%0.174%
1/14/2025 Allen Mooney & Barnes Investment Advisors LLC222$383K0.1%-18.4%0.002%
1/14/2025 Crestmont Private Wealth LLC301$520K0.2%+4.9%0.002%
1/14/2025 Mendota Financial Group LLC39$67K0.0%-22.0%0.000%
1/13/2025 Marcum Wealth LLC191$330K0.0%+7.9%0.001%
Kamala’s final humiliation (Ad)

The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware of… yet have the potential to deliver colossal returns over the next four years. I’m not talking about Tesla, Palantir, or anything else you’ve heard parroted by the mainstream financial press. No. These are Trump’s Secret Stocks.

1/13/2025 AdvisorNet Financial Inc340$587K0.0%-1.7%0.003%
1/13/2025 Parisi Gray Wealth Management601$1.04M0.3%+2.0%0.005%
1/13/2025 Fiduciary Alliance LLC1,881$3.25M0.3%+25.2%0.015%
1/10/2025 Ridgewood Investments LLC1,968$3.40M1.6%-2.2%0.015%
1/10/2025 Baker Tilly Wealth Management LLC264$456K0.2%+7.3%0.002%
1/8/2025 First Hawaiian Bank858$1.48M0.0%-33.2%0.007%
1/6/2025 Canandaigua National Trust Co of Florida283$489K0.4%N/A0.002%
1/6/2025 Neville Rodie & Shaw Inc.2,778$4.80M0.3%-5.0%0.022%
1/6/2025 Pensionfund Sabic950$1.64M0.4%+46.2%0.007%
1/6/2025 Nordea Investment Management AB958$1.66M0.0%+4.2%0.007%
1/3/2025 Everence Capital Management Inc.720$1.24M0.1%N/A0.006%
1/3/2025 GAMMA Investing LLC55$95K0.0%+25.0%0.000%
1/2/2025 First Financial Bank Trust Division120$207K0.0%N/A0.001%
1/2/2025 Confluence Investment Management LLC33,473$57.78M0.8%-2.8%0.260%
12/26/2024JPMorgan Chase & Co.24,906$39.07M0.0%+29.0%0.194%
12/3/2024Oddo BHF Asset Management Sas1,992$3.13M0.2%N/A0.015%
11/29/2024American Trust169$265K0.0%-4.0%0.001%
11/27/2024Franklin Resources Inc.5,571$8.74M0.0%+10.4%0.043%
11/25/2024Synovus Financial Corp432$678K0.0%+20.7%0.003%
11/25/2024Tidal Investments LLC1,031$1.62M0.0%-42.9%0.008%
11/25/2024Blankinship & Foster LLC410$643K0.1%N/A0.003%
11/25/2024Wilmington Savings Fund Society FSB27$42K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC2,143$3.36M0.0%+9.8%0.017%
11/21/2024Anchor Investment Management LLC61$96K0.0%+6,000.0%0.000%
11/18/2024TD Private Client Wealth LLC835$1.31M0.0%+10.6%0.006%
11/18/2024Virtue Capital Management LLC148$232K0.0%-9.2%0.001%
11/18/2024Arete Wealth Advisors LLC521$812K0.1%-1.7%0.004%
11/18/2024Sunbelt Securities Inc.172$270K0.0%+12.4%0.001%
11/18/2024Toronto Dominion Bank1,657$2.60M0.0%+30.0%0.013%
11/18/2024Coldstream Capital Management Inc.273$430K0.0%+3.8%0.002%
11/16/2024Geode Capital Management LLC209,054$327.13M0.0%+5.2%1.626%
11/15/2024M&T Bank Corp973$1.53M0.0%-5.4%0.008%
11/15/2024Adalta Capital Management LLC1,814$2.85M1.5%+1.2%0.014%
11/15/2024Barclays PLC18,795$29.48M0.0%-10.1%0.146%
11/15/2024PYA Waltman Capital LLC10,879$17.06M5.6%+4.0%0.085%
11/15/2024Hamilton Capital LLC175$270K0.0%N/A0.001%
11/15/2024Public Employees Retirement System of Ohio4,663$7.31M0.0%-4.8%0.036%
11/15/2024Nomura Asset Management Co. Ltd.3,824$6.00M0.0%+5.8%0.030%
11/15/2024Y Intercept Hong Kong Ltd148$232K0.0%-89.7%0.001%
11/15/2024First National Bank of Omaha8,370$13.13M0.8%-0.3%0.065%
11/15/2024Anson Funds Management LP315$494K0.0%N/A0.002%
11/15/2024Kensington Investment Counsel LLC1,215$1.91M0.8%+2.2%0.009%
11/15/2024Orion Portfolio Solutions LLC1,595$2.50M0.1%+7.0%0.012%
11/15/2024XTX Topco Ltd901$1.41M0.1%N/A0.007%
11/15/2024DF Dent & Co. Inc.98,078$153.84M1.9%-11.8%0.763%
11/15/2024National Bank of Canada FI2,429$3.81M0.0%+9.5%0.019%
11/15/2024EP Wealth Advisors LLC173$271K0.0%+12.3%0.001%
11/15/2024Jane Street Group LLC2,613$4.10M0.0%-34.8%0.020%
11/15/2024Kovitz Investment Group Partners LLC177$278K0.0%N/A0.001%
11/15/2024Wellington Management Group LLP199,673$313.20M0.1%-14.9%1.553%
Kamala’s final humiliation (Ad)

The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware of… yet have the potential to deliver colossal returns over the next four years. I’m not talking about Tesla, Palantir, or anything else you’ve heard parroted by the mainstream financial press. No. These are Trump’s Secret Stocks.

11/15/2024Stansberry Asset Management LLC1,807$2.83M0.4%-6.6%0.014%
11/15/2024State Street Corp329,209$516.39M0.0%+4.2%2.560%
11/15/2024Stifel Financial Corp4,567$7.16M0.0%+0.8%0.036%
11/15/2024Systematic Financial Management LP2,699$4.23M0.1%+26.2%0.021%
11/15/2024Quadrature Capital Ltd630$988K0.0%-68.4%0.005%
11/15/2024Quantinno Capital Management LP630$988K0.0%-6.4%0.005%
11/15/2024Quarry LP31$49K0.0%+3,000.0%0.000%
11/15/2024Royal London Asset Management Ltd.5,205$8.16M0.0%+2.2%0.040%
11/15/2024Redwood Investment Management LLC921$1.45M0.1%+4.1%0.007%
11/15/2024Resurgent Financial Advisors LLC279$438K0.3%-7.9%0.002%
(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, 759 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. ($859.81M), Morgan Stanley ($793.98M), State Street Corp ($516.39M), Davis Selected Advisers ($452.31M), and Baillie Gifford & Co. ($406.44M).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 643 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 ($220.85K), Boston Partners ($183.04K), Norges Bank ($150.87K), Jennison Associates LLC ($95.53K), Global Assets Advisory LLC ($87.51K), and Epoch Investment Partners Inc. ($66.66K).

How much institutional buying is happening at Markel Group?

Institutional investors have bought a total of 47,808,837 shares in the last 24 months. This purchase volume represents approximately $66.17B in transactions.

Which Markel Group major shareholders have been selling company stock?

Of the 424 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), DAVENPORT & Co LLC ($126.03K), Baillie Gifford & Co. ($105.38K), Wellington Management Group LLP ($82.69K), Victory Capital Management Inc. ($77.64K), and Mackenzie Financial Corp ($61.28K).

How much institutional selling is happening at Markel Group?

Institutional investors have sold a total of 2,084,197 shares in the last 24 months. This volume of shares sold represents approximately $3.01B in transactions.



This page (NYSE:MKL) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners