Markel Ownership | Who Owns Markel?
Markel Ownership Summary
Markel is owned by 74.63% institutional investors, 1.99% insiders, and 23.38% retail investors. Vanguard group is the largest institutional shareholder, holding 8.84% 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 | 74.63% | 1.99% | 23.38% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Property & Casualty Insurance Stocks | 65.87% | 12.92% | 21.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.16M | 8.84% | $1.83B |
| Blackrock | 750.01K | 5.71% | $1.18B |
| Principal financial group | 555.75K | 4.23% | $875.68M |
| 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 |
| Baillie gifford | 268.75K | 2.05% | $423.45M |
| Boston partners | 237.43K | 1.81% | $374.13M |
| Wellington management group llp | 234.55K | 1.79% | $369.57M |
| Davenport | 205.08K | 1.56% | $323.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Graham co master retirement trust | 58.01K | 15.26% | $91.40M |
| Citadel investment advisory | 15.71K | 14.08% | $24.76M |
| Steginsky capital | 38.58K | 13.96% | $60.78M |
| Graham | 55.43K | 10.74% | $87.34M |
| Capco asset management | 28.76K | 10.72% | $45.32M |
| Avenir | 69.26K | 10.60% | $109.13M |
| Banyan capital management | 10.79K | 10.27% | $17.00M |
| Greenlea lane capital management | 22.76K | 9.79% | $35.86M |
| Barr e s | 78.68K | 8.13% | $123.97M |
| Broad run investment management | 35.65K | 7.69% | $56.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 150.08K | 0.04% | 150.08K |
| Ubs asset management americas | 97.56K | 0.04% | 27.76K |
| Boston partners | 237.43K | 0.46% | 23.03K |
| Invesco | 35.20K | 0.01% | 17.46K |
| Van lanschot kempen investment management | 85.25K | 1.50% | 11.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Global assets advisory | - | - | -87.51K |
| Giverny capital | 41.47K | 2.76% | -39.08K |
| Mackenzie financial | 97.34K | 0.23% | -34.00K |
| Great west life assurance co /can/ | 50.01K | 0.15% | -17.78K |
| Scharf investments | 106.71K | 4.80% | -16.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 150.08K | 0.04% | 150.08K | $236.48M |
| Marshall wace, llp | 9.90K | 0.02% | 9.90K | $15.60M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 6.54K | 0.12% | 6.54K | $10.31M |
| Frontier capital management | 5.96K | 0.09% | 5.96K | $9.38M |
| Pinebridge investments | 3.35K | 0.04% | 3.35K | $5.28M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -1.00 |
| Pineridge advisors | -1.00 |
| Rakuten securities | -1.00 |
| First premier bank | -1.00 |
| Innealta capital | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 740 | 4.82% | 10,080,075 | -2.56% | 75 | 1.27% | 322 | 26.77% | 234 | -7.87% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Loomis Sayles Core | 520.00K | 4.02% | 520.00K |
| Principal MidCap R5 | 413.82K | 3.22% | -1.97K |
| Principal Aligned MidCap Equity | 415.78K | 3.21% | -425.00 |
| Vanguard Total Stock Mkt Idx Inv | 389.21K | 3.03% | -1.35K |
| Vanguard Mid Cap Index Institutional | 260.93K | 2.03% | 482.00 |
| Eaton Vance Atlanta Capital SMID-Cap I | 259.58K | 2.02% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 191.29K | 1.49% | -1.47K |
| JHancock Disciplined Value Mid Cap I | 115.83K | 0.90% | - |
| Vanguard Value Index Inv | 104.37K | 0.81% | 216.00 |
| Polar Capital Global Ins A Inc | 83.00K | 0.65% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 01, 2024 | GAYNER THOMAS SINNICKSON | Chief Executive Officer | Buy | $154.97K |
| Aug 02, 2024 | Cunningham Lawrence A | - | Buy | $15.50K |
| Aug 05, 2024 | Cunningham Lawrence A | - | Buy | $15.00K |
| Aug 05, 2024 | Cunningham Lawrence A | - | Buy | $15.25K |
| May 24, 2024 | Harris Greta J | - | Sell | $93.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | - | 21 |
| 2024 Q1 | 5 | - |
| 2023 Q4 | 6 | - |
MKL Ownership FAQ
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