Markel Ownership 2024 | Who Owns Markel Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

75.39%

Insider Ownership

1.98%

Retail Ownership

22.63%

Institutional Holders

780.00

Markel Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC8.84%0.04%1,160,783-10,340-0.88%1,828,999,342Jun 30, 2024
BLACKROCK INC.5.71%0.03%750,0138090.11%1,181,766,022Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC4.23%0.52%555,753-5,739-1.02%875,678,088,000Jun 30, 2024
MORGAN STANLEY3.93%0.06%516,344-6,693-1.28%813,587,129Jun 30, 2024
STATE STREET CORP2.40%0.02%315,8378,5732.79%497,651,727,000Jun 30, 2024
DAVIS SELECTED ADVISERS2.19%2.63%287,0619700.34%452,310,535Jun 30, 2024
BAILLIE GIFFORD & CO2.05%0.33%268,746-3,967-1.45%423,452,323Jun 30, 2024
BOSTON PARTNERS1.81%0.46%237,42723,02710.74%374,127,474Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.79%0.07%234,550-12,139-4.92%369,571,052Jun 30, 2024
DAVENPORT & CO LLC1.56%1.95%205,0821,2120.59%323,172,456Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.51%0.03%198,8001,3080.66%312,634,657Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.1.17%0.15%154,0603490.23%242,747,000Jun 30, 2024
NORGES BANK1.14%0.04%150,083150,083100.00%236,479,780Jun 30, 2024
BANK OF AMERICA CORP /DE/1.07%0.02%141,1291,3610.97%222,371,321Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.86%0.05%113,5565,3104.91%178,931,064Jun 30, 2024
DF DENT & CO INC0.85%2.26%111,143-4,738-4.09%175,124,210Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.84%0.56%110,2121170.11%173,656,640Jun 30, 2024
SCHARF INVESTMENTS, LLC0.81%4.80%106,706-16,293-13.25%168,132,824Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.79%0.04%103,154-322-0.31%162,535,632Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.74%0.04%97,56527,75739.76%153,729,269Jun 30, 2024

Markel's largest institutional shareholder is VANGUARD GROUP INC, holding 8.84% of the company's total share outstanding, currently valued at $1.83B. The top 10 institutional shareholders own together 34.49% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GRAHAM HOLDINGS CO MASTER RETIREMENT TRUST0.44%15.26%58,008--91,401,000Jun 30, 2024
CITADEL INVESTMENT ADVISORY, INC.0.12%14.08%15,714-27-0.17%24,760,000Jun 30, 2024
STEGINSKY CAPITAL LLC0.29%13.96%38,5751680.44%60,781,000Jun 30, 2024
GRAHAM HOLDINGS CO0.42%10.74%55,430--87,339,000Jun 30, 2024
CAPCO ASSET MANAGEMENT, LLC0.22%10.72%28,7644321.52%45,322,284Jun 30, 2024
AVENIR CORP0.53%10.60%69,263-11,578-14.32%109,134,297Jun 30, 2024
BANYAN CAPITAL MANAGEMENT, INC.0.08%10.27%10,788-93-0.85%16,998,220Jun 30, 2024
JCP INVESTMENT MANAGEMENT, LLC0.04%10.05%5,7065,706100.00%8,990,716Jun 30, 2024
GREENLEA LANE CAPITAL MANAGEMENT, LLC0.17%9.79%22,7606252.82%35,862,022Jun 30, 2024
BARR E S & CO0.60%8.13%78,681-924-1.16%123,974,505Jun 30, 2024
BROAD RUN INVESTMENT MANAGEMENT, LLC0.27%7.69%35,645-5,906-14.21%56,164,401Jun 30, 2024
LAFAYETTE INVESTMENTS, INC.0.16%7.33%20,459340.17%32,236,428Jun 30, 2024
LINCOLN CAPITAL LLC0.14%6.34%18,045-135-0.74%28,432,785Jun 30, 2024
PYA WALTMAN CAPITAL, LLC0.08%6.05%10,459-64-0.61%16,480,105Jun 30, 2024
MRAZ, AMERINE & ASSOCIATES, INC.0.14%5.97%18,4532011.10%29,075,654Jun 30, 2024
CHAPMAN INVESTMENT MANAGEMENT, LLC0.04%5.72%4,773-191-3.85%7,520,625Jun 30, 2024
POEHLING CAPITAL MANAGEMENT, INC.0.09%5.29%12,2644113.47%19,323,894Jun 30, 2024
SCHARF INVESTMENTS, LLC0.81%4.80%106,706-16,293-13.25%168,132,824Jun 30, 2024
CHECK CAPITAL MANAGEMENT INC/CA0.59%4.03%77,3381310.17%121,858,663Jun 30, 2024
SENECA HOUSE ADVISORS0.04%3.91%5,7192544.65%9,011,931Jun 30, 2024

The largest Markel shareholder by % of total assets is GRAHAM HOLDINGS CO MASTER RETIREMENT TRUST. The company owns 58.01K shares of Markel (MKL), representing 15.26% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.14%0.04%150,083150,083100.00%236,479,780Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.74%0.04%97,56527,75739.76%153,729,269Jun 30, 2024
BOSTON PARTNERS1.81%0.46%237,42723,02710.74%374,127,474Jun 30, 2024
INVESCO LTD.0.27%0.01%35,19917,46598.48%55,461,656Jun 30, 2024
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.0.65%1.50%85,24711,35715.37%134,320,288Jun 30, 2024
D. E. SHAW & CO., INC.0.17%0.03%22,34110,65991.24%35,201,820Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.08%0.01%9,9329,932100.00%15,649,455Jun 30, 2024
MARSHALL WACE, LLP0.08%0.02%9,8989,898100.00%15,595,883Jun 30, 2024
AMUNDI0.20%0.02%25,7428,66850.77%39,829,824Jun 30, 2024
COLONY GROUP, LLC0.13%0.09%17,5648,62596.49%27,674,000Jun 30, 2024
STATE STREET CORP2.40%0.02%315,8378,5732.79%497,651,727,000Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.06%0.03%7,3107,310100.00%11,518,113Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.05%0.43%6,8016,801100.00%10,716,064Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.05%0.12%6,5456,545100.00%10,313,000Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC0.05%0.09%5,9555,955100.00%9,383,654Jun 30, 2024
BROWN ADVISORY INC0.05%0.01%6,8655,931635.01%10,816,907Jun 30, 2024
NORTHERN TRUST CORP0.69%0.02%91,1655,7326.71%143,645,044,000Jun 30, 2024
JCP INVESTMENT MANAGEMENT, LLC0.04%10.05%5,7065,706100.00%8,990,716Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.86%0.05%113,5565,3104.91%178,931,064Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.14%0.05%17,7814,98038.90%28,016,810Jun 30, 2024

As of Jun 30 2024, Markel's largest institutional buyer is NORGES BANK. The company purchased 150.08K stocks of MKL, valued at $236.48M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GLOBAL ASSETS ADVISORY, LLC----87,509-100.00%-Jun 30, 2024
SELECT EQUITY GROUP, L.P.0.10%0.08%12,662-40,126-76.01%19,951,007Jun 30, 2024
GIVERNY CAPITAL INC.0.32%2.76%41,471-39,078-48.51%65,344,196Jun 30, 2024
MACKENZIE FINANCIAL CORP0.74%0.23%97,343-33,999-25.89%153,379,471Jun 30, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.38%0.15%50,011-17,782-26.23%78,843,000Jun 30, 2024
SCHARF INVESTMENTS, LLC0.81%4.80%106,706-16,293-13.25%168,132,824Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.50%0.08%66,178-15,354-18.83%104,274,027Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC0.35%1.16%46,081-13,543-22.71%72,608,000Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP1.79%0.07%234,550-12,139-4.92%369,571,052Jun 30, 2024
AVENIR CORP0.53%10.60%69,263-11,578-14.32%109,134,297Jun 30, 2024
VANGUARD GROUP INC8.84%0.04%1,160,783-10,340-0.88%1,828,999,342Jun 30, 2024
TWIN TREE MANAGEMENT, LP----9,800-100.00%-Jun 30, 2024
GUGGENHEIM CAPITAL LLC0.00%0.00%182-8,582-97.92%286,770Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.23%0.07%29,815-8,073-21.31%46,978,303Jun 30, 2024
JPMORGAN CHASE & CO0.15%0.00%19,311-7,863-28.94%30,427,567Jun 30, 2024
2XIDEAS AG----7,080-100.00%-Jun 30, 2024
MORGAN STANLEY3.93%0.06%516,344-6,693-1.28%813,587,129Jun 30, 2024
JENNISON ASSOCIATES LLC0.53%0.07%69,944-6,312-8.28%110,207,964Jun 30, 2024
BROAD RUN INVESTMENT MANAGEMENT, LLC0.27%7.69%35,645-5,906-14.21%56,164,401Jun 30, 2024
FMR LLC0.10%0.00%12,824-5,796-31.13%20,206,127Jun 30, 2024

As of Jun 30 2024, Markel's biggest institutional seller is GLOBAL ASSETS ADVISORY, LLC. The company sold -87.51K shares of MKL, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.14%0.04%150,083150,083100.00%236,479,780Jun 30, 2024
MARSHALL WACE, LLP0.08%0.02%9,8989,898100.00%15,595,883Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.06%0.03%7,3107,310100.00%11,518,113Jun 30, 2024
LIGHTHOUSE INVESTMENT PARTNERS, LLC0.05%0.43%6,8016,801100.00%10,716,064Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.05%0.12%6,5456,545100.00%10,313,000Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC0.05%0.09%5,9555,955100.00%9,383,654Jun 30, 2024
JCP INVESTMENT MANAGEMENT, LLC0.04%10.05%5,7065,706100.00%8,990,716Jun 30, 2024
GREAT LAKES ADVISORS, LLC0.03%0.06%4,3174,317100.00%6,802,124Jun 30, 2024
PINEBRIDGE INVESTMENTS, L.P.0.03%0.04%3,3513,351100.00%5,280,037Jun 30, 2024
CENTERBOOK PARTNERS LP0.02%0.25%2,5552,555100.00%4,025,811Jun 30, 2024
GREENLINE PARTNERS, LLC0.02%0.61%2,5542,554100.00%4,023,418Jun 30, 2024
QUADRATURE CAPITAL LTD0.02%0.05%1,9951,995100.00%3,147,073Jun 30, 2024
EXCEL SECURITIES & ASSOCIATES, INC.0.01%0.70%1,8651,865100.00%2,897,599Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.01%0.39%1,5391,539100.00%2,424,941Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.12%1,4361,436100.00%2,262,648Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP0.01%0.18%1,0131,013100.00%1,596,144Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.01%0.00%900900100.00%1,418,094Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.01%0.03%899899100.00%1,416,518Jun 30, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC0.01%0.11%885885100.00%1,323,000Jun 30, 2024
PRANA CAPITAL MANAGEMENT, LP0.01%0.06%813813100.00%1,281,012Jun 30, 2024
SOLITUDE FINANCIAL SERVICES0.01%0.55%750750100.00%1,181,745Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.01%0.00%729729100.00%1,148,656Jun 30, 2024
HI-LINE CAPITAL MANAGEMENT, LLC0.01%0.48%722722100.00%1,137,627Jun 30, 2024
MACHINA CAPITAL S.A.S.0.00%0.44%628628100.00%989,514Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.00%0.01%623623100.00%981,636Jun 30, 2024
VIRTUS ETF ADVISERS LLC0.00%0.44%572572100.00%901,278Jun 30, 2024
CAPROCK GROUP, LLC0.00%0.04%567567100.00%893,399Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.00%0.07%503503100.00%792,557Jun 30, 2024
OMERS ADMINISTRATION CORP0.00%0.01%457457100.00%720,077Jun 30, 2024
Y.D. MORE INVESTMENTS LTD0.00%0.07%420420100.00%661,777Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.00%0.00%404404100.00%637,000Jun 30, 2024
ENGINEERS GATE MANAGER LP0.00%0.01%381381100.00%600,326Jun 30, 2024
0.00%0.07%376376100.00%568,422Jun 30, 2024
CUMBERLAND PARTNERS LTD0.00%0.04%350350100.00%551,481Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.00%0.10%343343100.00%540,451Jun 30, 2024
CITIZENS FINANCIAL GROUP INC/RI0.00%0.01%309309100.00%486,879Jun 30, 2024
COASTAL INVESTMENT ADVISORS, INC.0.00%0.10%309309100.00%486,879Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.00%0.55%297297100.00%467,971Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.00%0.09%291291100.00%458,517Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.00%0.00%287287100.00%452,214Jun 30, 2024
POINT72 HONG KONG LTD0.00%0.03%264264100.00%416,018Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.00%0.02%255255100.00%401,793Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.00%0.00%234234100.00%368,704Jun 30, 2024
HAVERFORD TRUST CO0.00%0.00%233233100.00%367,129Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.00%0.00%225225100.00%353,000Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.21%220220100.00%346,645Jun 30, 2024
SIMPLEX TRADING, LLC0.00%0.00%217217100.00%341,000Jun 30, 2024
FIDUCIARY FINANCIAL GROUP, LLC0.00%0.08%207207100.00%333,357Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.00%0.02%200200100.00%315,132Jun 30, 2024
THOMPSON DAVIS & CO., INC.0.00%0.27%196196100.00%308,829Jun 30, 2024
JACKSON HOLE CAPITAL PARTNERS, LLC0.00%0.07%190190100.00%299,375Jun 30, 2024
0.00%0.27%186186100.00%293,073Jun 30, 2024
ORG PARTNERS LLC0.00%0.04%184184100.00%289,861,000Jun 30, 2024
ACT TWO INVESTORS LLC0.00%0.06%182182100.00%286,770Jun 30, 2024
VIRTUE CAPITAL MANAGEMENT, LLC0.00%0.04%163163100.00%254,969Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP0.00%0.00%159159100.00%250,530Jun 30, 2024
NICHOLAS HOFFMAN & COMPANY, LLC.0.00%0.01%143143100.00%225,319Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.0.00%0.00%142142100.00%223,744Jun 30, 2024
BUCKINGHAM STRATEGIC PARTNERS0.00%0.01%142142100.00%223,744Jun 30, 2024
CORTON CAPITAL INC.0.00%0.11%138138100.00%217,441Jun 30, 2024
WELLINGTON SHIELDS & CO., LLC0.00%0.07%136136100.00%214,290Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.00%0.00%135135100.00%212,714Jun 30, 2024
GOLDSTEIN ADVISORS, LLC0.00%0.04%135135100.00%212,714Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.00%0.01%133133100.00%209,563Jun 30, 2024
IFG ADVISORY, LLC0.00%0.01%132132100.00%207,988Jun 30, 2024
GRAYPOINT LLC0.00%0.01%130130100.00%204,836Jun 30, 2024
ASPIRIANT, LLC0.00%0.01%129129100.00%204,390Jun 30, 2024
WEALTH FORWARD, LLC0.00%0.16%129129100.00%202,472Jun 30, 2024
WEALTHSPIRE ADVISORS, LLC0.00%0.00%128128100.00%201,685Jun 30, 2024
FARMERS & MERCHANTS INVESTMENTS INC0.00%0.01%125125100.00%196,958Jun 30, 2024
OFI INVEST ASSET MANAGEMENT0.00%0.00%8080100.00%117,614Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.00%0.00%7979100.00%124,477Jun 30, 2024
GODSEY & GIBB, INC0.00%0.01%6565100.00%102,418Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.00%0.06%6565100.00%102,418Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC0.00%0.07%6262100.00%97,692Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.00%0.00%5757100.00%90,009Jun 30, 2024
QUINTET PRIVATE BANK (EUROPE) S.A.0.00%0.00%3939100.00%70,987Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.02%3535100.00%55,144Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.01%2929100.00%45,017Jun 30, 2024
GREAT LAKES RETIREMENT, INC.0.00%0.01%2525100.00%39,392Jun 30, 2024
CLOSE ASSET MANAGEMENT LTD0.00%0.00%1717100.00%27,000Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC0.00%0.01%1313100.00%20,484Jun 30, 2024
CHILTON CAPITAL MANAGEMENT LLC0.00%0.00%1010100.00%15,757Jun 30, 2024
0.00%0.00%1010100.00%15,751Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC-0.00%66100.00%9,454Jun 30, 2024
ST GERMAIN D J CO INC-0.00%55100.00%7,878Jun 30, 2024
MEEDER ASSET MANAGEMENT INC-0.00%55100.00%7,878Jun 30, 2024
CULTIVAR CAPITAL, INC.-0.01%44100.00%6,303Jun 30, 2024
PITTENGER & ANDERSON INC-0.00%33100.00%4,727Jun 30, 2024
SANDY SPRING BANK-0.00%22100.00%3,151Jun 30, 2024
SACHETTA, LLC-0.00%22100.00%3,292Jun 30, 2024
-0.00%22100.00%3,221Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.-0.00%11100.00%1,576Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%11100.00%1,576Jun 30, 2024
PINERIDGE ADVISORS LLC-0.00%11100.00%1,576Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC-0.00%11100.00%1,576Jun 30, 2024

Markel's largest new institutional shareholder by number of shares is NORGES BANK, purchased 150.08K shares, valued at $236.48M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GLOBAL ASSETS ADVISORY, LLC----87,509-100.00%-Jun 30, 2024
TWIN TREE MANAGEMENT, LP----9,800-100.00%-Jun 30, 2024
2XIDEAS AG----7,080-100.00%-Jun 30, 2024
D. E. SHAW & CO., INC.----3,000-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----2,358-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----1,333-100.00%-Jun 30, 2024
BUCK WEALTH STRATEGIES, LLC----1,241-100.00%-Jun 30, 2024
NEW YORK STATE TEACHERS RETIREMENT SYSTEM----1,180-100.00%-Jun 30, 2024
EISLER CAPITAL (UK) LTD.----995-100.00%-Jun 30, 2024
GUARDIAN CAPITAL LP----760-100.00%-Jun 30, 2024
TOBAM----657-100.00%-Jun 30, 2024
NORDEN GROUP LLC----568-100.00%-Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA----486-100.00%-Jun 30, 2024
INSIGNEO ADVISORY SERVICES, LLC----408-100.00%-Jun 30, 2024
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC----404-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----400-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----400-100.00%-Jun 30, 2024
LINCOLN NATIONAL CORP----396-100.00%-Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC----378-100.00%-Jun 30, 2024
HARTLINE INVESTMENT CORP/----372-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----300-100.00%-Jun 30, 2024
FDX ADVISORS, INC.----251-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----232-100.00%-Jun 30, 2024
MOORS & CABOT, INC.----230-100.00%-Jun 30, 2024
INCEPTIONR LLC----208-100.00%-Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----195-100.00%-Jun 30, 2024
CM WEALTH ADVISORS LLC----177-100.00%-Jun 30, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC----164-100.00%-Jun 30, 2024
SVB WEALTH LLC----159-100.00%-Jun 30, 2024
CAPITAL INVESTMENT ADVISORY SERVICES, LLC----145-100.00%-Jun 30, 2024
OAK THISTLE LLC----138-100.00%-Jun 30, 2024
BALENTINE LLC----136-100.00%-Jun 30, 2024
MONETA GROUP INVESTMENT ADVISORS LLC----134-100.00%-Jun 30, 2024
IRONWOOD INVESTMENT COUNSEL, LLC----133-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----108-100.00%-Jun 30, 2024
AXS INVESTMENTS LLC----70-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----30-100.00%-Jun 30, 2024
INVESTORS RESEARCH CORP----16-100.00%-Jun 30, 2024
TRUVESTMENTS CAPITAL LLC----11-100.00%-Jun 30, 2024
TRUST CO----10-100.00%-Jun 30, 2024
CAROLINAS WEALTH CONSULTING LLC----8-100.00%-Jun 30, 2024
BOKF, NA----5-100.00%-Jun 30, 2024
PACIFIC CAPITAL WEALTH ADVISORS, INC----4-100.00%-Jun 30, 2024
FIRST PREMIER BANK----1-100.00%-Jun 30, 2024
CORECAP ADVISORS, LLC----1-100.00%-Jun 30, 2024

Markel's largest sold out institutional shareholder by shares sold is GLOBAL ASSETS ADVISORY, LLC, sold -87.51K shares, valued at -, as of undefined.

Markel Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Eubel Brady & Suttman Mutual Fund Trust2.96%17,000,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS2.11%1,100,000--Mar 31, 2024
Nuveen Variable Rate Preferred & Income Fund1.57%10,345,000--Jan 31, 2024
JOHN HANCOCK PREMIUM DIVIDEND FUND1.04%7,000,000--Jan 31, 2024
JOHN HANCOCK PREFERRED INCOME FUND0.96%5,250,000--Jan 31, 2024
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND0.96%6,500,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.96%500,000--Mar 31, 2024
JOHN HANCOCK PREFERRED INCOME FUND III0.95%5,500,000--Jan 31, 2024
Nuveen Preferred & Income Term Fund0.86%4,755,000--Jan 31, 2024
Guggenheim Active Allocation Fund0.81%5,000,000--Feb 29, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.79%350,000--Dec 31, 2023
Nuveen Preferred & Income Fund0.77%845,000--Oct 31, 2023
Nuveen Preferred & Income Opportunities Fund0.67%21,555,00012,845,000147.47%Jan 31, 2024
Nuveen Investment Trust V0.56%28,387,000--Feb 29, 2024
JOHN HANCOCK PREFERRED INCOME FUND II0.53%2,300,000-2,000,000-46.51%Jan 31, 2024
Calamos Long/Short Equity & Dynamic Income Trust0.48%670,000--Jan 31, 2024
First Trust Intermediate Duration Preferred & Income Fund0.47%7,270,000--Jan 31, 2024
FIRST TRUST SERIES FUND0.38%1,320,000--Jan 31, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.29%2,650,000--Dec 31, 2023
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND0.25%4,770,000--Feb 29, 2024
Mairs & Power Funds Trust0.25%1,000,000--Mar 31, 2022
PPM Funds0.23%184,000--Mar 31, 2024
American Beacon Institutional Funds Trust0.22%450,000--Jan 31, 2024
Cohen & Steers Alternative Income Fund, Inc.0.20%55,000--Jan 31, 2024
GUGGENHEIM FUNDS TRUST0.19%106,626,000--Dec 31, 2023
Cohen & Steers Preferred Securities & Income SMA Shares, Inc.0.18%660,000--Jan 31, 2024
Cohen & Steers Real Estate Opportunities & Income Fund0.17%390,000--Dec 31, 2023
Cohen & Steers Select Preferred & Income Fund, Inc.0.16%690,000--Dec 31, 2023
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund0.15%3,007,000-5,000,000-62.45%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 90.15%3,125,000--Jan 31, 2024
WEITZ FUNDS0.14%4,510,000--Mar 31, 2024
COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC.0.13%8,377,000--Dec 31, 2023
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC0.12%1,195,000--Dec 31, 2023
Clipper Funds Trust0.12%42,857--Dec 31, 2023
AMERICAN GROWTH FUND INC0.11%100100-Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 90.10%2,020,000--Jan 31, 2024
World Funds Trust0.09%1,155,000--Jan 31, 2024
Guggenheim Variable Funds Trust0.09%360,000--Dec 31, 2023
PERMANENT PORTFOLIO FAMILY OF FUNDS0.09%1,000,000--Jan 31, 2024
MASSMUTUAL PREMIER FUNDS0.09%2,490,000--Dec 31, 2023
Columbia Funds Variable Series Trust II0.09%2,840,000--Mar 31, 2024
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.0.09%990,000--Dec 31, 2023
ULTRA SERIES FUND0.07%125,000--Mar 31, 2024
BLUE CHIP INVESTOR FUNDS0.06%1,750--Mar 31, 2024
Davis Fundamental ETF Trust0.06%25,6794,08818.93%Jan 31, 2024
DAVIS VARIABLE ACCOUNT FUND INC0.06%3,135--Dec 31, 2023
ETF Series Solutions0.05%1,100,000100,00010.00%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.05%294,00026,0009.70%Jan 31, 2024
VIRTUS ASSET TRUST0.05%1,215,000--Mar 28, 2024
FENIMORE ASSET MANAGEMENT TRUST0.04%53,850--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%100,000--Mar 31, 2024
KIRR MARBACH PARTNERS FUNDS INC0.04%1,816--Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.04%5,642,000--Mar 31, 2024
DAVIS SERIES INC0.04%44,847-2,010-4.29%Dec 31, 2023
EAGLE CAPITAL GROWTH FUND, INC.0.03%1,670--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.03%300,000--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.03%325,000--Mar 28, 2024
CITY NATIONAL ROCHDALE FUNDS0.03%1,270,000--Dec 31, 2023
BBR ALO Fund, LLC0.03%3,313--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.03%1,000,000--Mar 31, 2024
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC.0.03%2,510,000--Mar 28, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.03%70,000--Mar 31, 2024
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.03%390,000--Jan 31, 2024
EATON VANCE GROWTH TRUST0.03%290,879--Mar 31, 2024
SELECTED AMERICAN SHARES INC0.03%16,248-100-0.61%Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.03%3,600,000--Mar 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND0.03%280,000--Jan 31, 2024
SEI Exchange Traded Funds0.02%320320-Dec 31, 2023
WEITZ FUNDS0.02%700,000--Mar 31, 2024
Nuveen Managed Accounts Portfolios Trust0.02%310,000--Jan 31, 2024
TARGET PORTFOLIO TRUST0.02%400,000--Jan 31, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.02%4,185,000--Feb 29, 2024
DAVIS NEW YORK VENTURE FUND INC0.02%47,64622,80091.77%Jan 31, 2024
MADISON FUNDS0.02%100,000--Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.02%6,362--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.02%8,702--Mar 31, 2024
Nuveen Multi-Asset Income Fund0.02%541,000--Mar 31, 2024
HENNESSY FUNDS TRUST0.02%31,845-1,400-4.21%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.01%70,000--Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.01%5,882-4,088-41.00%Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.01%4,359,000200,0004.81%Feb 29, 2024
Brinker Capital Destinations Trust0.01%825,000--Feb 29, 2024
Dunham Funds0.01%920,000--Jan 31, 2024
WILLIAMSBURG INVESTMENT TRUST0.01%38,191-11,798-23.60%Mar 31, 2024
EQ PREMIER VIP TRUST0.01%445,000--Sep 30, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 170.01%7,530,000--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.01%30,000--Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.01%1,515,000--Jan 31, 2024
FIDELITY COVINGTON TRUST0.01%200,000--Feb 29, 2024
TARGET PORTFOLIO TRUST0.01%217,000--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.01%1,000,000--Jan 31, 2024
PRUDENTIAL SERIES FUND0.01%715,000--Mar 28, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.01%38,1363,3189.53%Mar 28, 2024
Northern Lights Fund Trust0.01%700,000--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,200,000--Mar 31, 2024
Advisors' Inner Circle Fund III0.01%915,000335,00057.76%Jan 31, 2024
MML Series Investment Fund II0.01%1,580,000--Dec 31, 2023
PROSPECTOR FUNDS, INC.0.01%2,307--Mar 31, 2024
Gabelli ETFs Trust0.01%100--Dec 29, 2023
FORUM FUNDS0.01%16,5608165.18%Mar 31, 2024

Markel's largest mutual fund holder by % of total assets is "Eubel Brady & Suttman Mutual Fund Trust", owning 17.00M shares, compromising 2.96% of its total assets.

Markel Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 247804.42%
31 Mar, 247472.33%
31 Dec, 23730-1.08%
30 Sep, 237384.83%
30 Jun, 237043.53%
31 Mar, 236800.74%
31 Dec, 226755.63%
30 Sep, 22639-0.62%
30 Jun, 226430.16%
31 Mar, 22642-0.47%
31 Dec, 216457.32%
30 Sep, 216010.84%
30 Jun, 215962.76%
31 Mar, 215800.69%
31 Dec, 205767.06%
30 Sep, 205382.87%
30 Jun, 20523-1.32%
31 Mar, 20530-7.18%
31 Dec, 1957110.23%
30 Sep, 195180.39%
30 Jun, 19516-1.71%
31 Mar, 19525-1.13%
31 Dec, 185311.53%
30 Sep, 185235.02%
30 Jun, 184980.20%
31 Mar, 184973.97%
31 Dec, 174786.70%
30 Sep, 174481.59%
30 Jun, 174414.01%
31 Mar, 17424-1.17%
31 Dec, 164291.90%
30 Sep, 16421-4.32%
30 Jun, 164406.54%
31 Mar, 164132.99%
31 Dec, 1540112.01%
30 Sep, 153585.60%
30 Jun, 153397.96%
31 Mar, 15314-
31 Dec, 143143.97%
30 Sep, 143023.42%
30 Jun, 14292-1.02%
31 Mar, 142951.72%
31 Dec, 132905.07%
30 Sep, 132764.15%
30 Jun, 13265150.00%
31 Mar, 13106-5.36%
31 Dec, 1211214.29%
30 Sep, 1298-2.00%
30 Jun, 1210014.94%
31 Mar, 128712.99%
31 Dec, 1177-7.23%
30 Sep, 11836.41%
30 Jun, 11785.41%
31 Mar, 117432.14%
31 Dec, 105612.00%
30 Sep, 1050-13.79%
30 Jun, 105823.40%
31 Mar, 1047-9.62%
31 Dec, 0952-16.13%
30 Sep, 0962-4.62%
30 Jun, 0965-2.99%
31 Mar, 09674.69%
31 Dec, 0864-3.03%
30 Sep, 086615.79%
30 Jun, 0857-10.94%
31 Mar, 0864-5.88%
31 Dec, 076823.64%
30 Sep, 07551.85%
30 Jun, 07541.89%
31 Mar, 0753-14.52%
31 Dec, 066234.78%
30 Sep, 0646-
30 Jun, 0646-14.81%
31 Mar, 065431.71%
31 Dec, 0541-
30 Sep, 0541-
30 Jun, 0541-
31 Mar, 05415.13%
31 Dec, 043918.18%
30 Sep, 0433-8.33%
30 Jun, 04362.86%
31 Mar, 0435-5.41%
31 Dec, 03375.71%
30 Sep, 033534.62%
30 Jun, 0326-7.14%
31 Mar, 032816.67%
31 Dec, 0224-
30 Sep, 02249.09%
30 Jun, 022210.00%
31 Mar, 022017.65%
31 Dec, 011713.33%
30 Sep, 0115-6.25%
30 Jun, 01166.67%
31 Mar, 0115-6.25%
31 Dec, 001614.29%
30 Sep, 0014-
30 Jun, 0014-22.22%
31 Mar, 0018100.00%
31 Dec, 99912.50%
30 Sep, 998-27.27%
30 Jun, 991137.50%
31 Mar, 998-

As of 30 Jun 24, 780 institutions are holding Markel's shares, representing an increase of 4.42% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 249,904,227-1.51%
31 Mar, 2410,055,676-0.84%
31 Dec, 2310,140,5370.61%
30 Sep, 2310,079,348-2.56%
30 Jun, 2310,343,893-0.20%
31 Mar, 2310,364,491-0.16%
31 Dec, 2210,380,7320.23%
30 Sep, 2210,356,406-1.91%
30 Jun, 2210,557,761-1.07%
31 Mar, 2210,671,7501.87%
31 Dec, 2110,476,125-0.70%
30 Sep, 2110,550,382-0.49%
30 Jun, 2110,601,8920.08%
31 Mar, 2110,593,6630.58%
31 Dec, 2010,532,8470.80%
30 Sep, 2010,449,148-1.49%
30 Jun, 2010,607,602-0.35%
31 Mar, 2010,644,8070.99%
31 Dec, 1910,540,7940.34%
30 Sep, 1910,505,526-0.29%
30 Jun, 1910,536,210-0.90%
31 Mar, 1910,632,0510.31%
31 Dec, 1810,599,078-0.03%
30 Sep, 1810,602,501-0.65%
30 Jun, 1810,671,395-0.39%
31 Mar, 1810,713,103-1.38%
31 Dec, 1710,862,9750.73%
30 Sep, 1710,784,0870.27%
30 Jun, 1710,755,4530.68%
31 Mar, 1710,683,1040.82%
31 Dec, 1610,596,3210.54%
30 Sep, 1610,539,680-0.97%
30 Jun, 1610,643,276-21.22%
31 Mar, 1613,509,86525.18%
31 Dec, 1510,792,6670.48%
30 Sep, 1510,741,136-1.04%
30 Jun, 1510,854,566-0.04%
31 Mar, 1510,858,6862.31%
31 Dec, 1410,613,616-2.30%
30 Sep, 1410,863,670-0.77%
30 Jun, 1410,947,7371.97%
31 Mar, 1410,736,2730.35%
31 Dec, 1310,698,4284.22%
30 Sep, 1310,265,5073.18%
30 Jun, 139,949,602167.44%
31 Mar, 133,720,34716.27%
31 Dec, 123,199,800-0.67%
30 Sep, 123,221,256-0.94%
30 Jun, 123,251,8939.56%
31 Mar, 122,968,2610.36%
31 Dec, 112,957,530-3.13%
30 Sep, 113,053,209-1.02%
30 Jun, 113,084,550-76.30%
31 Mar, 1113,016,392543.59%
31 Dec, 102,022,481-3.22%
30 Sep, 102,089,738-4.05%
30 Jun, 102,177,9062.12%
31 Mar, 102,132,752-17.27%
31 Dec, 092,577,996-17.09%
30 Sep, 093,109,30711.27%
30 Jun, 092,794,308-3.53%
31 Mar, 092,896,42221.68%
31 Dec, 082,380,4295.66%
30 Sep, 082,252,8107.23%
30 Jun, 082,100,829-25.37%
31 Mar, 082,814,9648.23%
31 Dec, 072,600,9051.55%
30 Sep, 072,561,109-17.63%
30 Jun, 073,109,29981.83%
31 Mar, 071,709,969-58.49%
31 Dec, 064,118,9721.26%
30 Sep, 064,067,79910.04%
30 Jun, 063,696,760-5.19%
31 Mar, 063,898,96321.45%
31 Dec, 053,210,217-3.95%
30 Sep, 053,342,32623.69%
30 Jun, 052,702,085-6.71%
31 Mar, 052,896,368-9.64%
31 Dec, 043,205,4688.89%
30 Sep, 042,943,7776.78%
30 Jun, 042,756,97612.24%
31 Mar, 042,456,23975.87%
31 Dec, 031,396,612-2.39%
30 Sep, 031,430,74349.26%
30 Jun, 03958,565-22.76%
31 Mar, 031,241,0806.14%
31 Dec, 021,169,257-10.73%
30 Sep, 021,309,84520.80%
30 Jun, 021,084,31610.13%
31 Mar, 02984,5955.12%
31 Dec, 01936,66026.31%
30 Sep, 01741,581-16.16%
30 Jun, 01884,50126.43%
31 Mar, 01699,57327.45%
31 Dec, 00548,92122.60%
30 Sep, 00447,724-1.32%
30 Jun, 00453,694-21.90%
31 Mar, 00580,882139.95%
31 Dec, 99242,085-41.05%
30 Sep, 99410,630-1.27%
30 Jun, 99415,91638.39%
31 Mar, 99300,538-

Markel (MKL) has 9.90M shares outstanding as of 30 Jun 24, down -1.51% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2475.39%1.29%
31 Mar, 2476.54%1.31%
31 Dec, 2376.58%1.34%
30 Sep, 2375.70%1.27%
30 Jun, 2377.30%1.30%
31 Mar, 2377.06%1.32%
31 Dec, 2276.44%1.31%
30 Sep, 2276.35%1.27%
30 Jun, 2277.56%1.27%
31 Mar, 2278.22%1.34%
31 Dec, 2176.46%1.30%
30 Sep, 2176.69%1.30%
30 Jun, 2176.86%1.31%
31 Mar, 2176.66%1.32%
31 Dec, 2076.26%1.33%
30 Sep, 2075.67%1.28%
30 Jun, 2076.82%1.29%
31 Mar, 2077.05%1.33%
31 Dec, 1976.19%1.32%
30 Sep, 1975.86%1.31%
30 Jun, 1975.99%1.30%
31 Mar, 1976.52%1.32%
31 Dec, 1876.16%1.31%
30 Sep, 1876.18%1.30%
30 Jun, 1876.63%1.30%
31 Mar, 1876.90%1.27%
31 Dec, 1777.79%1.30%
30 Sep, 1777.32%1.31%
30 Jun, 1776.95%1.32%
31 Mar, 1776.32%1.34%
31 Dec, 1675.61%1.34%
30 Sep, 1675.11%1.30%
30 Jun, 1675.96%0.81%
31 Mar, 1696.54%1.62%
31 Dec, 1577.21%1.31%
30 Sep, 1576.82%1.27%
30 Jun, 1577.67%1.29%
31 Mar, 1577.72%1.35%
31 Dec, 1475.94%1.26%
30 Sep, 1477.70%1.27%
30 Jun, 1478.29%1.33%
31 Mar, 1476.72%1.31%
31 Dec, 1376.49%1.42%
30 Sep, 1373.32%1.15%
30 Jun, 1379.83%5.36%
31 Mar, 1338.61%3.52%
31 Dec, 1233.10%2.96%
30 Sep, 1233.44%2.95%
30 Jun, 1233.69%3.56%
31 Mar, 1230.78%3.30%
31 Dec, 1130.53%3.07%
30 Sep, 1131.54%3.13%
30 Jun, 1131.74%0.18%
31 Mar, 11133.95%31.25%
31 Dec, 1020.70%4.50%
30 Sep, 1021.44%4.34%
30 Jun, 1022.24%4.71%
31 Mar, 1021.73%3.15%
31 Dec, 0926.27%2.62%
30 Sep, 0931.68%3.91%
30 Jun, 0928.47%3.27%
31 Mar, 0929.51%5.02%
31 Dec, 0824.26%4.63%
30 Sep, 0822.89%5.09%
30 Jun, 0821.21%2.65%
31 Mar, 0828.30%4.13%
31 Dec, 0726.17%3.96%
30 Sep, 0725.72%2.64%
30 Jun, 0731.23%10.63%
31 Mar, 0717.14%0.97%
31 Dec, 0642.14%2.38%
30 Sep, 0642.09%2.87%
30 Jun, 0638.26%2.38%
31 Mar, 0640.06%3.76%
31 Dec, 0532.66%2.82%
30 Sep, 0534.03%4.52%
30 Jun, 0527.44%3.17%
31 Mar, 0529.42%2.78%
31 Dec, 0432.54%3.66%
30 Sep, 0429.81%3.81%
30 Jun, 0427.97%4.50%
31 Mar, 0424.92%12.37%
31 Dec, 0314.19%6.72%
30 Sep, 0314.54%15.33%
30 Jun, 039.74%6.13%
31 Mar, 0312.60%8.92%
31 Dec, 0211.89%6.63%
30 Sep, 0213.39%10.95%
30 Jun, 0211.06%10.94%
31 Mar, 0210.06%8.35%
31 Dec, 0110.97%14.77%
30 Sep, 018.62%8.97%
30 Jun, 019.80%12.08%
31 Mar, 019.01%14.30%
31 Dec, 007.94%20.98%
30 Sep, 006.15%16.08%
30 Jun, 006.18%6.04%
31 Mar, 0010.12%53.89%
31 Dec, 994.33%8.00%
30 Sep, 997.36%13.30%
30 Jun, 997.44%25.41%
31 Mar, 995.41%-

As of 30 Jun 24, Markel is held by 75.39% institutional shareholders, representing a 1.29% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24334-7.99%
31 Mar, 243636.45%
31 Dec, 233415.90%
30 Sep, 2332226.77%
30 Jun, 23254-5.58%
31 Mar, 23269-13.78%
31 Dec, 2231210.64%
30 Sep, 2228211.02%
30 Jun, 22254-1.55%
31 Mar, 22258-13.42%
31 Dec, 2129829.00%
30 Sep, 21231-7.23%
30 Jun, 21249-8.46%
31 Mar, 212721.87%
31 Dec, 2026730.88%
30 Sep, 20204-5.12%
30 Jun, 20215-9.66%
31 Mar, 20238-8.11%
31 Dec, 1925921.03%
30 Sep, 19214-3.60%
30 Jun, 19222-6.33%
31 Mar, 19237-2.07%
31 Dec, 1824210.50%
30 Sep, 182197.35%
30 Jun, 1820413.97%
31 Mar, 18179-13.53%
31 Dec, 172079.52%
30 Sep, 171891.07%
30 Jun, 1718710.65%
31 Mar, 17169-15.08%
31 Dec, 1619938.19%
30 Sep, 16144-26.90%
30 Jun, 161974.23%
31 Mar, 16189-1.05%
31 Dec, 1519122.44%
30 Sep, 151563.31%
30 Jun, 1515117.97%
31 Mar, 15128-2.29%
31 Dec, 141311.55%
30 Sep, 141299.32%
30 Jun, 14118-8.53%
31 Mar, 14129-6.52%
31 Dec, 13138-7.38%
30 Sep, 13149-31.02%
30 Jun, 13216285.71%
31 Mar, 1356-12.50%
31 Dec, 126430.61%
30 Sep, 1249-3.92%
30 Jun, 12514.08%
31 Mar, 124922.50%
31 Dec, 114014.29%
30 Sep, 1135-14.63%
30 Jun, 1141-8.89%
31 Mar, 114540.63%
31 Dec, 103233.33%
30 Sep, 1024-20.00%
30 Jun, 103036.36%
31 Mar, 1022-15.38%
31 Dec, 0926-10.34%
30 Sep, 0929-6.45%
30 Jun, 0931-13.89%
31 Mar, 09369.09%
31 Dec, 0833-13.16%
30 Sep, 083858.33%
30 Jun, 0824-14.29%
31 Mar, 0828-6.67%
31 Dec, 073042.86%
30 Sep, 0721-16.00%
30 Jun, 0725-
31 Mar, 0725-30.56%
31 Dec, 063644.00%
30 Sep, 062525.00%
30 Jun, 0620-41.18%
31 Mar, 063441.67%
31 Dec, 05249.09%
30 Sep, 0522-18.52%
30 Jun, 052728.57%
31 Mar, 052116.67%
31 Dec, 041828.57%
30 Sep, 0414-17.65%
30 Jun, 0417-5.56%
31 Mar, 0418-
31 Dec, 031820.00%
30 Sep, 031515.38%
30 Jun, 0313-
31 Mar, 0313-7.14%
31 Dec, 0214-
30 Sep, 021440.00%
30 Jun, 0210-28.57%
31 Mar, 021416.67%
31 Dec, 011250.00%
30 Sep, 018-27.27%
30 Jun, 0111-8.33%
31 Mar, 01129.09%
31 Dec, 001157.14%
30 Sep, 007-
30 Jun, 007-50.00%
31 Mar, 0014133.33%
31 Dec, 996-
30 Sep, 996-33.33%
30 Jun, 99912.50%
31 Mar, 998-

334 institutional shareholders have increased their position in MKL stock as of 30 Jun 24 compared to 363 in the previous quarter (a -7.99% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2426515.22%
31 Mar, 24230-0.43%
31 Dec, 23231-0.86%
30 Sep, 23233-7.91%
30 Jun, 2325310.48%
31 Mar, 232299.57%
31 Dec, 222095.03%
30 Sep, 22199-9.13%
30 Jun, 222193.30%
31 Mar, 222126.53%
31 Dec, 21199-4.33%
30 Sep, 212087.77%
30 Jun, 2119310.29%
31 Mar, 211751.16%
31 Dec, 20173-13.07%
30 Sep, 201993.65%
30 Jun, 2019212.28%
31 Mar, 201716.21%
31 Dec, 19161-0.62%
30 Sep, 19162-2.41%
30 Jun, 191666.41%
31 Mar, 191560.65%
31 Dec, 18155-7.19%
30 Sep, 181678.44%
30 Jun, 18154-13.97%
31 Mar, 1817922.60%
31 Dec, 171468.96%
30 Sep, 17134-10.67%
30 Jun, 171503.45%
31 Mar, 171455.07%
31 Dec, 16138-16.36%
30 Sep, 1616516.20%
30 Jun, 161428.40%
31 Mar, 161312.34%
31 Dec, 151287.56%
30 Sep, 151194.39%
30 Jun, 151140.88%
31 Mar, 151131.80%
31 Dec, 1411111.00%
30 Sep, 141008.70%
30 Jun, 14924.55%
31 Mar, 1488-6.38%
31 Dec, 139432.39%
30 Sep, 1371208.70%
30 Jun, 1323-4.17%
31 Mar, 1324-17.24%
31 Dec, 1229-
30 Sep, 122911.54%
30 Jun, 122652.94%
31 Mar, 1217-29.17%
31 Dec, 1124-22.58%
30 Sep, 113119.23%
30 Jun, 112623.81%
31 Mar, 112140.00%
31 Dec, 1015-6.25%
30 Sep, 10166.67%
30 Jun, 101550.00%
31 Mar, 1010-50.00%
31 Dec, 092033.33%
30 Sep, 0915-11.76%
30 Jun, 09176.25%
31 Mar, 0916-11.11%
31 Dec, 081838.46%
30 Sep, 0813-
30 Jun, 0813-35.00%
31 Mar, 0820-
31 Dec, 072011.11%
30 Sep, 0718-14.29%
30 Jun, 072140.00%
31 Mar, 0715-6.25%
31 Dec, 061660.00%
30 Sep, 0610-41.18%
30 Jun, 061741.67%
31 Mar, 061220.00%
31 Dec, 0510-9.09%
30 Sep, 0511120.00%
30 Jun, 055-61.54%
31 Mar, 051344.44%
31 Dec, 04928.57%
30 Sep, 047-30.00%
30 Jun, 0410-
31 Mar, 0410-23.08%
31 Dec, 031344.44%
30 Sep, 03980.00%
30 Jun, 035-44.44%
31 Mar, 03980.00%
31 Dec, 025-
30 Sep, 025-37.50%
30 Jun, 028100.00%
31 Mar, 02433.33%
31 Dec, 013-
30 Sep, 01350.00%
30 Jun, 012-33.33%
31 Mar, 013-
31 Dec, 003-40.00%
30 Sep, 00566.67%
30 Jun, 003-
31 Mar, 003200.00%
31 Dec, 991-
30 Sep, 991-
30 Jun, 991-
31 Mar, 99--

265 institutional shareholders have reduced their position in MKL stock as of 30 Jun 24 compared to 230 in the previous quarter (a 15.22% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 247804.42%9,904,227-1.51%75.39%1.29%334-7.99%26515.22%
31 Mar, 247472.33%10,055,676-0.84%76.54%1.31%3636.45%230-0.43%
31 Dec, 23730-1.08%10,140,5370.61%76.58%1.34%3415.90%231-0.86%
30 Sep, 237384.83%10,079,348-2.56%75.70%1.27%32226.77%233-7.91%
30 Jun, 237043.53%10,343,893-0.20%77.30%1.30%254-5.58%25310.48%
31 Mar, 236800.74%10,364,491-0.16%77.06%1.32%269-13.78%2299.57%
31 Dec, 226755.63%10,380,7320.23%76.44%1.31%31210.64%2095.03%
30 Sep, 22639-0.62%10,356,406-1.91%76.35%1.27%28211.02%199-9.13%
30 Jun, 226430.16%10,557,761-1.07%77.56%1.27%254-1.55%2193.30%
31 Mar, 22642-0.47%10,671,7501.87%78.22%1.34%258-13.42%2126.53%
31 Dec, 216457.32%10,476,125-0.70%76.46%1.30%29829.00%199-4.33%
30 Sep, 216010.84%10,550,382-0.49%76.69%1.30%231-7.23%2087.77%
30 Jun, 215962.76%10,601,8920.08%76.86%1.31%249-8.46%19310.29%
31 Mar, 215800.69%10,593,6630.58%76.66%1.32%2721.87%1751.16%
31 Dec, 205767.06%10,532,8470.80%76.26%1.33%26730.88%173-13.07%
30 Sep, 205382.87%10,449,148-1.49%75.67%1.28%204-5.12%1993.65%
30 Jun, 20523-1.32%10,607,602-0.35%76.82%1.29%215-9.66%19212.28%
31 Mar, 20530-7.18%10,644,8070.99%77.05%1.33%238-8.11%1716.21%
31 Dec, 1957110.23%10,540,7940.34%76.19%1.32%25921.03%161-0.62%
30 Sep, 195180.39%10,505,526-0.29%75.86%1.31%214-3.60%162-2.41%
30 Jun, 19516-1.71%10,536,210-0.90%75.99%1.30%222-6.33%1666.41%
31 Mar, 19525-1.13%10,632,0510.31%76.52%1.32%237-2.07%1560.65%
31 Dec, 185311.53%10,599,078-0.03%76.16%1.31%24210.50%155-7.19%
30 Sep, 185235.02%10,602,501-0.65%76.18%1.30%2197.35%1678.44%
30 Jun, 184980.20%10,671,395-0.39%76.63%1.30%20413.97%154-13.97%
31 Mar, 184973.97%10,713,103-1.38%76.90%1.27%179-13.53%17922.60%
31 Dec, 174786.70%10,862,9750.73%77.79%1.30%2079.52%1468.96%
30 Sep, 174481.59%10,784,0870.27%77.32%1.31%1891.07%134-10.67%
30 Jun, 174414.01%10,755,4530.68%76.95%1.32%18710.65%1503.45%
31 Mar, 17424-1.17%10,683,1040.82%76.32%1.34%169-15.08%1455.07%
31 Dec, 164291.90%10,596,3210.54%75.61%1.34%19938.19%138-16.36%
30 Sep, 16421-4.32%10,539,680-0.97%75.11%1.30%144-26.90%16516.20%
30 Jun, 164406.54%10,643,276-21.22%75.96%0.81%1974.23%1428.40%
31 Mar, 164132.99%13,509,86525.18%96.54%1.62%189-1.05%1312.34%
31 Dec, 1540112.01%10,792,6670.48%77.21%1.31%19122.44%1287.56%
30 Sep, 153585.60%10,741,136-1.04%76.82%1.27%1563.31%1194.39%
30 Jun, 153397.96%10,854,566-0.04%77.67%1.29%15117.97%1140.88%
31 Mar, 15314-10,858,6862.31%77.72%1.35%128-2.29%1131.80%
31 Dec, 143143.97%10,613,616-2.30%75.94%1.26%1311.55%11111.00%
30 Sep, 143023.42%10,863,670-0.77%77.70%1.27%1299.32%1008.70%
30 Jun, 14292-1.02%10,947,7371.97%78.29%1.33%118-8.53%924.55%
31 Mar, 142951.72%10,736,2730.35%76.72%1.31%129-6.52%88-6.38%
31 Dec, 132905.07%10,698,4284.22%76.49%1.42%138-7.38%9432.39%
30 Sep, 132764.15%10,265,5073.18%73.32%1.15%149-31.02%71208.70%
30 Jun, 13265150.00%9,949,602167.44%79.83%5.36%216285.71%23-4.17%
31 Mar, 13106-5.36%3,720,34716.27%38.61%3.52%56-12.50%24-17.24%
31 Dec, 1211214.29%3,199,800-0.67%33.10%2.96%6430.61%29-
30 Sep, 1298-2.00%3,221,256-0.94%33.44%2.95%49-3.92%2911.54%
30 Jun, 1210014.94%3,251,8939.56%33.69%3.56%514.08%2652.94%
31 Mar, 128712.99%2,968,2610.36%30.78%3.30%4922.50%17-29.17%
31 Dec, 1177-7.23%2,957,530-3.13%30.53%3.07%4014.29%24-22.58%
30 Sep, 11836.41%3,053,209-1.02%31.54%3.13%35-14.63%3119.23%
30 Jun, 11785.41%3,084,550-76.30%31.74%0.18%41-8.89%2623.81%
31 Mar, 117432.14%13,016,392543.59%133.95%31.25%4540.63%2140.00%
31 Dec, 105612.00%2,022,481-3.22%20.70%4.50%3233.33%15-6.25%
30 Sep, 1050-13.79%2,089,738-4.05%21.44%4.34%24-20.00%166.67%
30 Jun, 105823.40%2,177,9062.12%22.24%4.71%3036.36%1550.00%
31 Mar, 1047-9.62%2,132,752-17.27%21.73%3.15%22-15.38%10-50.00%
31 Dec, 0952-16.13%2,577,996-17.09%26.27%2.62%26-10.34%2033.33%
30 Sep, 0962-4.62%3,109,30711.27%31.68%3.91%29-6.45%15-11.76%
30 Jun, 0965-2.99%2,794,308-3.53%28.47%3.27%31-13.89%176.25%
31 Mar, 09674.69%2,896,42221.68%29.51%5.02%369.09%16-11.11%
31 Dec, 0864-3.03%2,380,4295.66%24.26%4.63%33-13.16%1838.46%
30 Sep, 086615.79%2,252,8107.23%22.89%5.09%3858.33%13-
30 Jun, 0857-10.94%2,100,829-25.37%21.21%2.65%24-14.29%13-35.00%
31 Mar, 0864-5.88%2,814,9648.23%28.30%4.13%28-6.67%20-
31 Dec, 076823.64%2,600,9051.55%26.17%3.96%3042.86%2011.11%
30 Sep, 07551.85%2,561,109-17.63%25.72%2.64%21-16.00%18-14.29%
30 Jun, 07541.89%3,109,29981.83%31.23%10.63%25-2140.00%
31 Mar, 0753-14.52%1,709,969-58.49%17.14%0.97%25-30.56%15-6.25%
31 Dec, 066234.78%4,118,9721.26%42.14%2.38%3644.00%1660.00%
30 Sep, 0646-4,067,79910.04%42.09%2.87%2525.00%10-41.18%
30 Jun, 0646-14.81%3,696,760-5.19%38.26%2.38%20-41.18%1741.67%
31 Mar, 065431.71%3,898,96321.45%40.06%3.76%3441.67%1220.00%
31 Dec, 0541-3,210,217-3.95%32.66%2.82%249.09%10-9.09%
30 Sep, 0541-3,342,32623.69%34.03%4.52%22-18.52%11120.00%
30 Jun, 0541-2,702,085-6.71%27.44%3.17%2728.57%5-61.54%
31 Mar, 05415.13%2,896,368-9.64%29.42%2.78%2116.67%1344.44%
31 Dec, 043918.18%3,205,4688.89%32.54%3.66%1828.57%928.57%
30 Sep, 0433-8.33%2,943,7776.78%29.81%3.81%14-17.65%7-30.00%
30 Jun, 04362.86%2,756,97612.24%27.97%4.50%17-5.56%10-
31 Mar, 0435-5.41%2,456,23975.87%24.92%12.37%18-10-23.08%
31 Dec, 03375.71%1,396,612-2.39%14.19%6.72%1820.00%1344.44%
30 Sep, 033534.62%1,430,74349.26%14.54%15.33%1515.38%980.00%
30 Jun, 0326-7.14%958,565-22.76%9.74%6.13%13-5-44.44%
31 Mar, 032816.67%1,241,0806.14%12.60%8.92%13-7.14%980.00%
31 Dec, 0224-1,169,257-10.73%11.89%6.63%14-5-
30 Sep, 02249.09%1,309,84520.80%13.39%10.95%1440.00%5-37.50%
30 Jun, 022210.00%1,084,31610.13%11.06%10.94%10-28.57%8100.00%
31 Mar, 022017.65%984,5955.12%10.06%8.35%1416.67%433.33%
31 Dec, 011713.33%936,66026.31%10.97%14.77%1250.00%3-
30 Sep, 0115-6.25%741,581-16.16%8.62%8.97%8-27.27%350.00%
30 Jun, 01166.67%884,50126.43%9.80%12.08%11-8.33%2-33.33%
31 Mar, 0115-6.25%699,57327.45%9.01%14.30%129.09%3-
31 Dec, 001614.29%548,92122.60%7.94%20.98%1157.14%3-40.00%
30 Sep, 0014-447,724-1.32%6.15%16.08%7-566.67%
30 Jun, 0014-22.22%453,694-21.90%6.18%6.04%7-50.00%3-
31 Mar, 0018100.00%580,882139.95%10.12%53.89%14133.33%3200.00%
31 Dec, 99912.50%242,085-41.05%4.33%8.00%6-1-
30 Sep, 998-27.27%410,630-1.27%7.36%13.30%6-33.33%1-
30 Jun, 991137.50%415,91638.39%7.44%25.41%912.50%1-
31 Mar, 998-300,538-5.41%-8---

Markel Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.50K$15.00K743
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.52K$15.25K733
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.55K$15.50K723
May 28, 2024Harris Greta Jdirector-S-SaleSell58$1.62K$93.98K698
May 28, 2024Harris Greta Jdirector-S-SaleSell27$1.62K$43.75K671

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.50K$15.00K743
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.52K$15.25K733
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.55K$15.50K723

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024MARKEL ANTHONY Fdirector-G-GiftSell332--36,258
Aug 06, 2024MARKEL ANTHONY Fdirector-G-GiftSell200--15,553
May 30, 2024MARKEL STEVEN Adirector-G-GiftSell1,000--65,668
May 28, 2024Harris Greta Jdirector-S-SaleSell58$1.62K$93.98K698
May 28, 2024Harris Greta Jdirector-S-SaleSell27$1.62K$43.75K671

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024MARKEL ANTHONY Fdirector-G-GiftSell332--36,258
Aug 06, 2024MARKEL ANTHONY Fdirector-G-GiftSell200--15,553
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.50K$15.00K743
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.52K$15.25K733
Aug 05, 2024Cunningham Lawrence Adirector-P-PurchaseBuy10$1.55K$15.50K723
Jul 17, 2024Costanzo Brian J.officer Chief Financial OfficerJ-OtherBuy2$1.28K$2.80K607
Jul 17, 2024Heaton Michael Rofficer EVP & Chief Operating OfficerJ-OtherBuy16$1.28K$21.25K3,910
Jul 17, 2024Noble Jeremy Andrewofficer President, InsuranceJ-OtherBuy4$1.28K$6.30K3,864
Jul 17, 2024Crowley Andrew G.officer President, Markel VenturesJ-OtherBuy7$1.44K$11.25K1,417
Jul 17, 2024Crowley Andrew G.officer President, Markel VenturesJ-OtherBuy4$1.28K$6.25K1,409
Jun 17, 2024Cunningham Lawrence Adirector-J-OtherBuy79$1.39K$110.00K713
Jun 17, 2024Besca Markdirector-J-OtherBuy79$1.39K$110.00K964
Jun 17, 2024Housel Morgan E.director-J-OtherBuy79$1.39K$110.00K722
Jun 17, 2024Leopold Dianedirector-J-OtherBuy79$1.39K$110.00K1,938
Jun 17, 2024Morrison Harold Lawrence Jr.director-J-OtherBuy39$1.39K$55.00K885
Jun 17, 2024OREILLY MICHAELdirector-J-OtherBuy100$1.39K$140.00K3,587
Jun 17, 2024Puckett A. Lynnedirector-J-OtherBuy79$1.39K$110.00K647
May 30, 2024MARKEL STEVEN Adirector-G-GiftSell1,000--65,668
May 28, 2024Harris Greta Jdirector-S-SaleSell58$1.62K$93.98K698
May 28, 2024Harris Greta Jdirector-S-SaleSell27$1.62K$43.75K671

The last insider sell of Markel's stock was made by MARKEL ANTHONY F on Aug 06 2024, selling 332 shares at - per share (valued at -). The last insider buy of MKL was made by Cunningham Lawrence A on Aug 05 2024, buying 10 shares at $1.50K per share (worth $15.00K).

Markel Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202442200.00%
Q2 2024212487.50%
Q1 2024244600.00%
Q4 20231310130.00%
Q3 2023116716.42%
Q2 20233121550.00%
Q1 20231411400.00%
Q4 202241040.00%
Q3 20224--
Q2 20221711700.00%
Q1 2022103330.30%
Q4 20213446.82%
Q3 2021-6-
Q2 2021153345.45%
Q1 20212421200.00%
Q4 202041136.36%
Q3 20201616.67%
Q2 2020223733.33%
Q1 2020173566.67%
Q4 201911330.75%

4 total buy trades, and 2 total sell trades (buy/sell ratio of 2.00%) were made by Markel's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20243--
Q2 2024-21-
Q1 20245--
Q4 20236--
Q3 20234656.15%
Q2 20234--
Q1 202351500.00%
Q4 202211100.00%
Q3 20224--
Q2 20223--
Q1 2022-30-
Q4 20211303.33%
Q3 2021-1-
Q2 20211313.23%
Q1 202111100.00%
Q4 2020-3-
Q3 2020-3-
Q2 202052250.00%
Q1 2020-2-
Q4 2019-119-

As of Q3 2024, Insider owners conducted 3 open market buy trades and 0 open market sell trades of Markel's stocks.

Markel Peer Ownership


TickerCompany
RLIRLI Corp.
WTMWhite Mountains Insurance Group, Ltd.
ALLThe Allstate Corporation
PGRThe Progressive Corporation
TRVThe Travelers Companies, Inc.
CBChubb Limited
UFCSUnited Fire Group, Inc.
WRBW. R. Berkley Corporation
SKWDSkyward Specialty Insurance Group, Inc.

MKL Ownership FAQ


Markel is owned by institutional shareholders (75.39%), insiders (1.98%), and public (22.63%). The largest institutional shareholder of Markel is VANGUARD GROUP INC (8.84% of total shares) and the top mutual fund owner is Eubel Brady & Suttman Mutual Fund Trust (2.96% of total shares).

Markel's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRINCIPAL FINANCIAL GROUP INC, MORGAN STANLEY, and STATE STREET CORP. The top five shareholders own together 25.11% of the company's share outstanding.

As of Jun 2024, there are 780 institutional shareholders of Markel.

VANGUARD GROUP INC owns 1.16M shares of Markel, representing 8.84% of the company's total shares outstanding, valued at $1.83B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 750.01K shares of Markel (MKL), compromising 5.71% of the company, valued at $1.18B.

PRINCIPAL FINANCIAL GROUP INC is the third largest holder of Markel. The company owns 555.75K of the company's shares outstanding (worth $875.68B).