Markel Ownership | Who Owns Markel?
Markel Ownership Summary
Markel is owned by 67.88% institutional investors, 2.46% insiders, and 29.66% retail investors. Vanguard group is the largest institutional shareholder, holding 8.86% of MKL shares. Loomis Sayles Core is the top mutual fund, with 4.02% of its assets in Markel shares.
MKL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Markel | 67.88% | 2.46% | 29.66% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Property & Casualty Insurance Stocks | 52.55% | 13.48% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.15M | 8.86% | $1.99B |
| Blackrock funding, inc. /de | 755.02K | 5.81% | $1.30B |
| Blackrock | 750.01K | 5.71% | $1.18B |
| Principal financial group | 548.22K | 4.22% | $946.35M |
| Morgan stanley | 516.34K | 3.93% | $813.59M |
| State street | 315.84K | 2.40% | $497.65M |
| Davis selected advisers | 287.06K | 2.19% | $452.31M |
| Boston partners | 237.43K | 1.81% | $374.13M |
| Baillie gifford | 227.22K | 1.75% | $392.23M |
| Geode capital management | 209.28K | 1.61% | $360.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Graham co master retirement trust | 58.01K | 15.07% | $100.14M |
| Steginsky capital | 40.34K | 14.91% | $69.63M |
| Citadel investment advisory | 15.94K | 14.26% | $27.51M |
| Graham | 55.43K | 11.22% | $95.69M |
| Banyan capital management | 10.69K | 11.07% | $18.46M |
| Capco asset management | 28.01K | 10.87% | $48.34M |
| Greenlea lane capital management | 22.76K | 9.79% | $35.86M |
| Avenir | 54.57K | 9.64% | $94.20M |
| Jcp investment management | 9.38K | 9.55% | $16.20M |
| Jana partners management, lp | 108.93K | 9.25% | $188.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 147.60K | 0.03% | 147.60K |
| Jana partners management, lp | 108.93K | 9.25% | 108.93K |
| Proficio capital partners | 98.39K | 0.01% | 98.39K |
| Ubs group | 111.06K | 0.04% | 68.43K |
| Raymond james financial | 57.20K | 0.04% | 57.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -87.51K |
| Wellington management group llp | 146.90K | 0.05% | -52.77K |
| First manhattan co. llc. | 49.04K | 0.25% | -42.57K |
| Baillie gifford | 227.22K | 0.30% | -31.89K |
| Alta capital management llc/ | 2.71K | 0.28% | -25.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 147.60K | 0.03% | 147.60K | $254.79M |
| Jana partners management, lp | 108.93K | 9.25% | 108.93K | $188.03M |
| Proficio capital partners | 98.39K | 0.01% | 98.39K | $98.39K |
| Raymond james financial | 57.20K | 0.04% | 57.20K | $98.74M |
| Empirical asset management | 31.38K | 0.01% | 31.38K | $38.28K |
Sold Out
| Holder | Change |
|---|---|
| Pineridge advisors | -1.00 |
| Northwest financial advisors | -1.00 |
| First premier bank | -1.00 |
| Rakuten securities | -1.00 |
| Innealta capital | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 752 | -4.81% | 8,815,086 | -9.11% | 67 | 1.22% | 314 | -14.67% | 256 | 8.02% |
| Sep 30, 2024 | 781 | -3.82% | 9,692,789 | -2.91% | 74 | 1.28% | 362 | 4.93% | 235 | -15.47% |
| Jun 30, 2024 | 798 | 6.40% | 9,935,407 | -1.20% | 75 | 1.29% | 340 | -6.34% | 273 | 18.18% |
| Mar 31, 2024 | 750 | 2.18% | 10,056,140 | -1.24% | 76 | 1.29% | 363 | 6.14% | 231 | -0.86% |
| Dec 31, 2023 | 734 | -0.81% | 10,181,942 | 1.01% | 76 | 1.34% | 342 | 6.21% | 233 | -0.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Loomis Sayles Core | 520.00K | 4.02% | 520.00K |
| Principal MidCap R5 | 412.58K | 3.23% | -1.29K |
| Principal Aligned MidCap Equity | 413.87K | 3.22% | -1.91K |
| Vanguard US Total Market Shares ETF | 390.57K | 3.07% | 308.00 |
| Vanguard Total Stock Mkt Idx Inv | 384.80K | 3.01% | 1.29K |
| Vanguard Mid Cap Index Institutional | 263.90K | 2.07% | 1.10K |
| Eaton Vance Atlanta Capital SMID-Cap I | 226.50K | 1.78% | -28.89K |
| Vanguard Institutional Extnd Mkt Idx Tr | 195.08K | 1.53% | 643.00 |
| JHancock Disciplined Value Mid Cap I | 141.15K | 1.11% | 391.00 |
| Vanguard Value Index Inv | 105.53K | 0.83% | 874.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 24, 2025 | MARKEL STEVEN A | - | Sell | $122.36K |
| Feb 24, 2025 | MARKEL STEVEN A | - | Sell | $183.65K |
| Feb 24, 2025 | MARKEL STEVEN A | - | Sell | $157.26K |
| Feb 24, 2025 | MARKEL STEVEN A | - | Sell | $83.32K |
| Feb 24, 2025 | MARKEL STEVEN A | - | Sell | $66.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | 51 |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | - | 21 |
| 2024 Q1 | 5 | - |
MKL Ownership FAQ
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