Markel Ownership 2024 | Who Owns Markel Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 8.84% | 0.04% | 1,160,783 | -10,340 | -0.88% | 1,828,999,342 | Jun 30, 2024 |
BLACKROCK INC. | 5.71% | 0.03% | 750,013 | 809 | 0.11% | 1,181,766,022 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 4.23% | 0.52% | 555,753 | -5,739 | -1.02% | 875,678,088,000 | Jun 30, 2024 |
MORGAN STANLEY | 3.93% | 0.06% | 516,344 | -6,693 | -1.28% | 813,587,129 | Jun 30, 2024 |
STATE STREET CORP | 2.40% | 0.02% | 315,837 | 8,573 | 2.79% | 497,651,727,000 | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | 2.19% | 2.63% | 287,061 | 970 | 0.34% | 452,310,535 | Jun 30, 2024 |
BAILLIE GIFFORD & CO | 2.05% | 0.33% | 268,746 | -3,967 | -1.45% | 423,452,323 | Jun 30, 2024 |
BOSTON PARTNERS | 1.81% | 0.46% | 237,427 | 23,027 | 10.74% | 374,127,474 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.79% | 0.07% | 234,550 | -12,139 | -4.92% | 369,571,052 | Jun 30, 2024 |
DAVENPORT & CO LLC | 1.56% | 1.95% | 205,082 | 1,212 | 0.59% | 323,172,456 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.51% | 0.03% | 198,800 | 1,308 | 0.66% | 312,634,657 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.17% | 0.15% | 154,060 | 349 | 0.23% | 242,747,000 | Jun 30, 2024 |
NORGES BANK | 1.14% | 0.04% | 150,083 | 150,083 | 100.00% | 236,479,780 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.07% | 0.02% | 141,129 | 1,361 | 0.97% | 222,371,321 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.86% | 0.05% | 113,556 | 5,310 | 4.91% | 178,931,064 | Jun 30, 2024 |
DF DENT & CO INC | 0.85% | 2.26% | 111,143 | -4,738 | -4.09% | 175,124,210 | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | 0.84% | 0.56% | 110,212 | 117 | 0.11% | 173,656,640 | Jun 30, 2024 |
SCHARF INVESTMENTS, LLC | 0.81% | 4.80% | 106,706 | -16,293 | -13.25% | 168,132,824 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.79% | 0.04% | 103,154 | -322 | -0.31% | 162,535,632 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.74% | 0.04% | 97,565 | 27,757 | 39.76% | 153,729,269 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GRAHAM HOLDINGS CO MASTER RETIREMENT TRUST | 0.44% | 15.26% | 58,008 | - | - | 91,401,000 | Jun 30, 2024 |
CITADEL INVESTMENT ADVISORY, INC. | 0.12% | 14.08% | 15,714 | -27 | -0.17% | 24,760,000 | Jun 30, 2024 |
STEGINSKY CAPITAL LLC | 0.29% | 13.96% | 38,575 | 168 | 0.44% | 60,781,000 | Jun 30, 2024 |
GRAHAM HOLDINGS CO | 0.42% | 10.74% | 55,430 | - | - | 87,339,000 | Jun 30, 2024 |
CAPCO ASSET MANAGEMENT, LLC | 0.22% | 10.72% | 28,764 | 432 | 1.52% | 45,322,284 | Jun 30, 2024 |
AVENIR CORP | 0.53% | 10.60% | 69,263 | -11,578 | -14.32% | 109,134,297 | Jun 30, 2024 |
BANYAN CAPITAL MANAGEMENT, INC. | 0.08% | 10.27% | 10,788 | -93 | -0.85% | 16,998,220 | Jun 30, 2024 |
JCP INVESTMENT MANAGEMENT, LLC | 0.04% | 10.05% | 5,706 | 5,706 | 100.00% | 8,990,716 | Jun 30, 2024 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 0.17% | 9.79% | 22,760 | 625 | 2.82% | 35,862,022 | Jun 30, 2024 |
BARR E S & CO | 0.60% | 8.13% | 78,681 | -924 | -1.16% | 123,974,505 | Jun 30, 2024 |
BROAD RUN INVESTMENT MANAGEMENT, LLC | 0.27% | 7.69% | 35,645 | -5,906 | -14.21% | 56,164,401 | Jun 30, 2024 |
LAFAYETTE INVESTMENTS, INC. | 0.16% | 7.33% | 20,459 | 34 | 0.17% | 32,236,428 | Jun 30, 2024 |
LINCOLN CAPITAL LLC | 0.14% | 6.34% | 18,045 | -135 | -0.74% | 28,432,785 | Jun 30, 2024 |
PYA WALTMAN CAPITAL, LLC | 0.08% | 6.05% | 10,459 | -64 | -0.61% | 16,480,105 | Jun 30, 2024 |
MRAZ, AMERINE & ASSOCIATES, INC. | 0.14% | 5.97% | 18,453 | 201 | 1.10% | 29,075,654 | Jun 30, 2024 |
CHAPMAN INVESTMENT MANAGEMENT, LLC | 0.04% | 5.72% | 4,773 | -191 | -3.85% | 7,520,625 | Jun 30, 2024 |
POEHLING CAPITAL MANAGEMENT, INC. | 0.09% | 5.29% | 12,264 | 411 | 3.47% | 19,323,894 | Jun 30, 2024 |
SCHARF INVESTMENTS, LLC | 0.81% | 4.80% | 106,706 | -16,293 | -13.25% | 168,132,824 | Jun 30, 2024 |
CHECK CAPITAL MANAGEMENT INC/CA | 0.59% | 4.03% | 77,338 | 131 | 0.17% | 121,858,663 | Jun 30, 2024 |
SENECA HOUSE ADVISORS | 0.04% | 3.91% | 5,719 | 254 | 4.65% | 9,011,931 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.14% | 0.04% | 150,083 | 150,083 | 100.00% | 236,479,780 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.74% | 0.04% | 97,565 | 27,757 | 39.76% | 153,729,269 | Jun 30, 2024 |
BOSTON PARTNERS | 1.81% | 0.46% | 237,427 | 23,027 | 10.74% | 374,127,474 | Jun 30, 2024 |
INVESCO LTD. | 0.27% | 0.01% | 35,199 | 17,465 | 98.48% | 55,461,656 | Jun 30, 2024 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 0.65% | 1.50% | 85,247 | 11,357 | 15.37% | 134,320,288 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.17% | 0.03% | 22,341 | 10,659 | 91.24% | 35,201,820 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.08% | 0.01% | 9,932 | 9,932 | 100.00% | 15,649,455 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.08% | 0.02% | 9,898 | 9,898 | 100.00% | 15,595,883 | Jun 30, 2024 |
AMUNDI | 0.20% | 0.02% | 25,742 | 8,668 | 50.77% | 39,829,824 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.13% | 0.09% | 17,564 | 8,625 | 96.49% | 27,674,000 | Jun 30, 2024 |
STATE STREET CORP | 2.40% | 0.02% | 315,837 | 8,573 | 2.79% | 497,651,727,000 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.06% | 0.03% | 7,310 | 7,310 | 100.00% | 11,518,113 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.05% | 0.43% | 6,801 | 6,801 | 100.00% | 10,716,064 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.05% | 0.12% | 6,545 | 6,545 | 100.00% | 10,313,000 | Jun 30, 2024 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 0.05% | 0.09% | 5,955 | 5,955 | 100.00% | 9,383,654 | Jun 30, 2024 |
BROWN ADVISORY INC | 0.05% | 0.01% | 6,865 | 5,931 | 635.01% | 10,816,907 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.69% | 0.02% | 91,165 | 5,732 | 6.71% | 143,645,044,000 | Jun 30, 2024 |
JCP INVESTMENT MANAGEMENT, LLC | 0.04% | 10.05% | 5,706 | 5,706 | 100.00% | 8,990,716 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.86% | 0.05% | 113,556 | 5,310 | 4.91% | 178,931,064 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.14% | 0.05% | 17,781 | 4,980 | 38.90% | 28,016,810 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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% | 19,951,007 | Jun 30, 2024 |
GIVERNY CAPITAL INC. | 0.32% | 2.76% | 41,471 | -39,078 | -48.51% | 65,344,196 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.74% | 0.23% | 97,343 | -33,999 | -25.89% | 153,379,471 | Jun 30, 2024 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.38% | 0.15% | 50,011 | -17,782 | -26.23% | 78,843,000 | Jun 30, 2024 |
SCHARF INVESTMENTS, LLC | 0.81% | 4.80% | 106,706 | -16,293 | -13.25% | 168,132,824 | Jun 30, 2024 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.50% | 0.08% | 66,178 | -15,354 | -18.83% | 104,274,027 | Jun 30, 2024 |
THOMPSON SIEGEL & WALMSLEY LLC | 0.35% | 1.16% | 46,081 | -13,543 | -22.71% | 72,608,000 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.79% | 0.07% | 234,550 | -12,139 | -4.92% | 369,571,052 | Jun 30, 2024 |
AVENIR CORP | 0.53% | 10.60% | 69,263 | -11,578 | -14.32% | 109,134,297 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.84% | 0.04% | 1,160,783 | -10,340 | -0.88% | 1,828,999,342 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -9,800 | -100.00% | - | Jun 30, 2024 |
GUGGENHEIM CAPITAL LLC | 0.00% | 0.00% | 182 | -8,582 | -97.92% | 286,770 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.23% | 0.07% | 29,815 | -8,073 | -21.31% | 46,978,303 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.15% | 0.00% | 19,311 | -7,863 | -28.94% | 30,427,567 | Jun 30, 2024 |
2XIDEAS AG | - | - | - | -7,080 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 3.93% | 0.06% | 516,344 | -6,693 | -1.28% | 813,587,129 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 0.53% | 0.07% | 69,944 | -6,312 | -8.28% | 110,207,964 | Jun 30, 2024 |
BROAD RUN INVESTMENT MANAGEMENT, LLC | 0.27% | 7.69% | 35,645 | -5,906 | -14.21% | 56,164,401 | Jun 30, 2024 |
FMR LLC | 0.10% | 0.00% | 12,824 | -5,796 | -31.13% | 20,206,127 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.14% | 0.04% | 150,083 | 150,083 | 100.00% | 236,479,780 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.08% | 0.02% | 9,898 | 9,898 | 100.00% | 15,595,883 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.06% | 0.03% | 7,310 | 7,310 | 100.00% | 11,518,113 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.05% | 0.43% | 6,801 | 6,801 | 100.00% | 10,716,064 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.05% | 0.12% | 6,545 | 6,545 | 100.00% | 10,313,000 | Jun 30, 2024 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 0.05% | 0.09% | 5,955 | 5,955 | 100.00% | 9,383,654 | Jun 30, 2024 |
JCP INVESTMENT MANAGEMENT, LLC | 0.04% | 10.05% | 5,706 | 5,706 | 100.00% | 8,990,716 | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | 0.03% | 0.06% | 4,317 | 4,317 | 100.00% | 6,802,124 | Jun 30, 2024 |
PINEBRIDGE INVESTMENTS, L.P. | 0.03% | 0.04% | 3,351 | 3,351 | 100.00% | 5,280,037 | Jun 30, 2024 |
CENTERBOOK PARTNERS LP | 0.02% | 0.25% | 2,555 | 2,555 | 100.00% | 4,025,811 | Jun 30, 2024 |
GREENLINE PARTNERS, LLC | 0.02% | 0.61% | 2,554 | 2,554 | 100.00% | 4,023,418 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | 0.02% | 0.05% | 1,995 | 1,995 | 100.00% | 3,147,073 | Jun 30, 2024 |
EXCEL SECURITIES & ASSOCIATES, INC. | 0.01% | 0.70% | 1,865 | 1,865 | 100.00% | 2,897,599 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.39% | 1,539 | 1,539 | 100.00% | 2,424,941 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.12% | 1,436 | 1,436 | 100.00% | 2,262,648 | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | 0.01% | 0.18% | 1,013 | 1,013 | 100.00% | 1,596,144 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 900 | 900 | 100.00% | 1,418,094 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.03% | 899 | 899 | 100.00% | 1,416,518 | Jun 30, 2024 |
REDWOOD INVESTMENT MANAGEMENT, LLC | 0.01% | 0.11% | 885 | 885 | 100.00% | 1,323,000 | Jun 30, 2024 |
PRANA CAPITAL MANAGEMENT, LP | 0.01% | 0.06% | 813 | 813 | 100.00% | 1,281,012 | Jun 30, 2024 |
SOLITUDE FINANCIAL SERVICES | 0.01% | 0.55% | 750 | 750 | 100.00% | 1,181,745 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.01% | 0.00% | 729 | 729 | 100.00% | 1,148,656 | Jun 30, 2024 |
HI-LINE CAPITAL MANAGEMENT, LLC | 0.01% | 0.48% | 722 | 722 | 100.00% | 1,137,627 | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | 0.00% | 0.44% | 628 | 628 | 100.00% | 989,514 | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 623 | 623 | 100.00% | 981,636 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.00% | 0.44% | 572 | 572 | 100.00% | 901,278 | Jun 30, 2024 |
CAPROCK GROUP, LLC | 0.00% | 0.04% | 567 | 567 | 100.00% | 893,399 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.07% | 503 | 503 | 100.00% | 792,557 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 457 | 457 | 100.00% | 720,077 | Jun 30, 2024 |
Y.D. MORE INVESTMENTS LTD | 0.00% | 0.07% | 420 | 420 | 100.00% | 661,777 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.00% | 0.00% | 404 | 404 | 100.00% | 637,000 | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | 0.00% | 0.01% | 381 | 381 | 100.00% | 600,326 | Jun 30, 2024 |
0.00% | 0.07% | 376 | 376 | 100.00% | 568,422 | Jun 30, 2024 | |
CUMBERLAND PARTNERS LTD | 0.00% | 0.04% | 350 | 350 | 100.00% | 551,481 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.10% | 343 | 343 | 100.00% | 540,451 | Jun 30, 2024 |
CITIZENS FINANCIAL GROUP INC/RI | 0.00% | 0.01% | 309 | 309 | 100.00% | 486,879 | Jun 30, 2024 |
COASTAL INVESTMENT ADVISORS, INC. | 0.00% | 0.10% | 309 | 309 | 100.00% | 486,879 | Jun 30, 2024 |
OXFORD ASSET MANAGEMENT LLP | 0.00% | 0.55% | 297 | 297 | 100.00% | 467,971 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.09% | 291 | 291 | 100.00% | 458,517 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 287 | 287 | 100.00% | 452,214 | Jun 30, 2024 |
POINT72 HONG KONG LTD | 0.00% | 0.03% | 264 | 264 | 100.00% | 416,018 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.02% | 255 | 255 | 100.00% | 401,793 | Jun 30, 2024 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 0.00% | 0.00% | 234 | 234 | 100.00% | 368,704 | Jun 30, 2024 |
HAVERFORD TRUST CO | 0.00% | 0.00% | 233 | 233 | 100.00% | 367,129 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 225 | 225 | 100.00% | 353,000 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.21% | 220 | 220 | 100.00% | 346,645 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.00% | 0.00% | 217 | 217 | 100.00% | 341,000 | Jun 30, 2024 |
FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.08% | 207 | 207 | 100.00% | 333,357 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.02% | 200 | 200 | 100.00% | 315,132 | Jun 30, 2024 |
THOMPSON DAVIS & CO., INC. | 0.00% | 0.27% | 196 | 196 | 100.00% | 308,829 | Jun 30, 2024 |
JACKSON HOLE CAPITAL PARTNERS, LLC | 0.00% | 0.07% | 190 | 190 | 100.00% | 299,375 | Jun 30, 2024 |
0.00% | 0.27% | 186 | 186 | 100.00% | 293,073 | Jun 30, 2024 | |
ORG PARTNERS LLC | 0.00% | 0.04% | 184 | 184 | 100.00% | 289,861,000 | Jun 30, 2024 |
ACT TWO INVESTORS LLC | 0.00% | 0.06% | 182 | 182 | 100.00% | 286,770 | Jun 30, 2024 |
VIRTUE CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 163 | 163 | 100.00% | 254,969 | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | 0.00% | 0.00% | 159 | 159 | 100.00% | 250,530 | Jun 30, 2024 |
NICHOLAS HOFFMAN & COMPANY, LLC. | 0.00% | 0.01% | 143 | 143 | 100.00% | 225,319 | Jun 30, 2024 |
RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 142 | 142 | 100.00% | 223,744 | Jun 30, 2024 |
BUCKINGHAM STRATEGIC PARTNERS | 0.00% | 0.01% | 142 | 142 | 100.00% | 223,744 | Jun 30, 2024 |
CORTON CAPITAL INC. | 0.00% | 0.11% | 138 | 138 | 100.00% | 217,441 | Jun 30, 2024 |
WELLINGTON SHIELDS & CO., LLC | 0.00% | 0.07% | 136 | 136 | 100.00% | 214,290 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 135 | 135 | 100.00% | 212,714 | Jun 30, 2024 |
GOLDSTEIN ADVISORS, LLC | 0.00% | 0.04% | 135 | 135 | 100.00% | 212,714 | Jun 30, 2024 |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.00% | 0.01% | 133 | 133 | 100.00% | 209,563 | Jun 30, 2024 |
IFG ADVISORY, LLC | 0.00% | 0.01% | 132 | 132 | 100.00% | 207,988 | Jun 30, 2024 |
GRAYPOINT LLC | 0.00% | 0.01% | 130 | 130 | 100.00% | 204,836 | Jun 30, 2024 |
ASPIRIANT, LLC | 0.00% | 0.01% | 129 | 129 | 100.00% | 204,390 | Jun 30, 2024 |
WEALTH FORWARD, LLC | 0.00% | 0.16% | 129 | 129 | 100.00% | 202,472 | Jun 30, 2024 |
WEALTHSPIRE ADVISORS, LLC | 0.00% | 0.00% | 128 | 128 | 100.00% | 201,685 | Jun 30, 2024 |
FARMERS & MERCHANTS INVESTMENTS INC | 0.00% | 0.01% | 125 | 125 | 100.00% | 196,958 | Jun 30, 2024 |
OFI INVEST ASSET MANAGEMENT | 0.00% | 0.00% | 80 | 80 | 100.00% | 117,614 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 79 | 79 | 100.00% | 124,477 | Jun 30, 2024 |
GODSEY & GIBB, INC | 0.00% | 0.01% | 65 | 65 | 100.00% | 102,418 | Jun 30, 2024 |
CAMELOT PORTFOLIOS, LLC | 0.00% | 0.06% | 65 | 65 | 100.00% | 102,418 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.07% | 62 | 62 | 100.00% | 97,692 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 57 | 57 | 100.00% | 90,009 | Jun 30, 2024 |
QUINTET PRIVATE BANK (EUROPE) S.A. | 0.00% | 0.00% | 39 | 39 | 100.00% | 70,987 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.02% | 35 | 35 | 100.00% | 55,144 | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.01% | 29 | 29 | 100.00% | 45,017 | Jun 30, 2024 |
GREAT LAKES RETIREMENT, INC. | 0.00% | 0.01% | 25 | 25 | 100.00% | 39,392 | Jun 30, 2024 |
CLOSE ASSET MANAGEMENT LTD | 0.00% | 0.00% | 17 | 17 | 100.00% | 27,000 | Jun 30, 2024 |
ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 13 | 13 | 100.00% | 20,484 | Jun 30, 2024 |
CHILTON CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 10 | 10 | 100.00% | 15,757 | Jun 30, 2024 |
0.00% | 0.00% | 10 | 10 | 100.00% | 15,751 | Jun 30, 2024 | |
FINTRUST CAPITAL ADVISORS, LLC | - | 0.00% | 6 | 6 | 100.00% | 9,454 | Jun 30, 2024 |
ST GERMAIN D J CO INC | - | 0.00% | 5 | 5 | 100.00% | 7,878 | Jun 30, 2024 |
MEEDER ASSET MANAGEMENT INC | - | 0.00% | 5 | 5 | 100.00% | 7,878 | Jun 30, 2024 |
CULTIVAR CAPITAL, INC. | - | 0.01% | 4 | 4 | 100.00% | 6,303 | Jun 30, 2024 |
PITTENGER & ANDERSON INC | - | 0.00% | 3 | 3 | 100.00% | 4,727 | Jun 30, 2024 |
SANDY SPRING BANK | - | 0.00% | 2 | 2 | 100.00% | 3,151 | Jun 30, 2024 |
SACHETTA, LLC | - | 0.00% | 2 | 2 | 100.00% | 3,292 | Jun 30, 2024 |
- | 0.00% | 2 | 2 | 100.00% | 3,221 | Jun 30, 2024 | |
MV CAPITAL MANAGEMENT, INC. | - | 0.00% | 1 | 1 | 100.00% | 1,576 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | 0.00% | 1 | 1 | 100.00% | 1,576 | Jun 30, 2024 |
PINERIDGE ADVISORS LLC | - | 0.00% | 1 | 1 | 100.00% | 1,576 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 1 | 1 | 100.00% | 1,576 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Eubel Brady & Suttman Mutual Fund Trust | 2.96% | 17,000,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.11% | 1,100,000 | - | - | Mar 31, 2024 |
Nuveen Variable Rate Preferred & Income Fund | 1.57% | 10,345,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK PREMIUM DIVIDEND FUND | 1.04% | 7,000,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND | 0.96% | 5,250,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 0.96% | 6,500,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND III | 0.95% | 5,500,000 | - | - | Jan 31, 2024 |
Nuveen Preferred & Income Term Fund | 0.86% | 4,755,000 | - | - | Jan 31, 2024 |
Guggenheim Active Allocation Fund | 0.81% | 5,000,000 | - | - | Feb 29, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.79% | 350,000 | - | - | Dec 31, 2023 |
Nuveen Preferred & Income Fund | 0.77% | 845,000 | - | - | Oct 31, 2023 |
Nuveen Preferred & Income Opportunities Fund | 0.67% | 21,555,000 | 12,845,000 | 147.47% | Jan 31, 2024 |
Nuveen Investment Trust V | 0.56% | 28,387,000 | - | - | Feb 29, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND II | 0.53% | 2,300,000 | -2,000,000 | -46.51% | Jan 31, 2024 |
Calamos Long/Short Equity & Dynamic Income Trust | 0.48% | 670,000 | - | - | Jan 31, 2024 |
First Trust Intermediate Duration Preferred & Income Fund | 0.47% | 7,270,000 | - | - | Jan 31, 2024 |
FIRST TRUST SERIES FUND | 0.38% | 1,320,000 | - | - | Jan 31, 2024 |
COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.29% | 2,650,000 | - | - | Dec 31, 2023 |
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 0.25% | 4,770,000 | - | - | Feb 29, 2024 |
Mairs & Power Funds Trust | 0.25% | 1,000,000 | - | - | Mar 31, 2022 |
PPM Funds | 0.23% | 184,000 | - | - | Mar 31, 2024 |
American Beacon Institutional Funds Trust | 0.22% | 450,000 | - | - | Jan 31, 2024 |
Cohen & Steers Alternative Income Fund, Inc. | 0.20% | 55,000 | - | - | Jan 31, 2024 |
GUGGENHEIM FUNDS TRUST | 0.19% | 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 Fund | 0.17% | 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 Fund | 0.15% | 3,007,000 | -5,000,000 | -62.45% | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.15% | 3,125,000 | - | - | Jan 31, 2024 |
WEITZ FUNDS | 0.14% | 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 INC | 0.12% | 1,195,000 | - | - | Dec 31, 2023 |
Clipper Funds Trust | 0.12% | 42,857 | - | - | Dec 31, 2023 |
AMERICAN GROWTH FUND INC | 0.11% | 100 | 100 | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.10% | 2,020,000 | - | - | Jan 31, 2024 |
World Funds Trust | 0.09% | 1,155,000 | - | - | Jan 31, 2024 |
Guggenheim Variable Funds Trust | 0.09% | 360,000 | - | - | Dec 31, 2023 |
PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.09% | 1,000,000 | - | - | Jan 31, 2024 |
MASSMUTUAL PREMIER FUNDS | 0.09% | 2,490,000 | - | - | Dec 31, 2023 |
Columbia Funds Variable Series Trust II | 0.09% | 2,840,000 | - | - | Mar 31, 2024 |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 0.09% | 990,000 | - | - | Dec 31, 2023 |
ULTRA SERIES FUND | 0.07% | 125,000 | - | - | Mar 31, 2024 |
BLUE CHIP INVESTOR FUNDS | 0.06% | 1,750 | - | - | Mar 31, 2024 |
Davis Fundamental ETF Trust | 0.06% | 25,679 | 4,088 | 18.93% | Jan 31, 2024 |
DAVIS VARIABLE ACCOUNT FUND INC | 0.06% | 3,135 | - | - | Dec 31, 2023 |
ETF Series Solutions | 0.05% | 1,100,000 | 100,000 | 10.00% | Feb 29, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.05% | 294,000 | 26,000 | 9.70% | Jan 31, 2024 |
VIRTUS ASSET TRUST | 0.05% | 1,215,000 | - | - | Mar 28, 2024 |
FENIMORE ASSET MANAGEMENT TRUST | 0.04% | 53,850 | - | - | Dec 31, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 100,000 | - | - | Mar 31, 2024 |
KIRR MARBACH PARTNERS FUNDS INC | 0.04% | 1,816 | - | - | Dec 31, 2023 |
AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,642,000 | - | - | Mar 31, 2024 |
DAVIS SERIES INC | 0.04% | 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 INC | 0.03% | 300,000 | - | - | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.03% | 325,000 | - | - | Mar 28, 2024 |
CITY NATIONAL ROCHDALE FUNDS | 0.03% | 1,270,000 | - | - | Dec 31, 2023 |
BBR ALO Fund, LLC | 0.03% | 3,313 | - | - | Dec 31, 2023 |
Voya VARIABLE PORTFOLIOS INC | 0.03% | 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 INC | 0.03% | 70,000 | - | - | Mar 31, 2024 |
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.03% | 390,000 | - | - | Jan 31, 2024 |
EATON VANCE GROWTH TRUST | 0.03% | 290,879 | - | - | Mar 31, 2024 |
SELECTED AMERICAN SHARES INC | 0.03% | 16,248 | -100 | -0.61% | Dec 31, 2023 |
AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 3,600,000 | - | - | Mar 31, 2024 |
CALAMOS STRATEGIC TOTAL RETURN FUND | 0.03% | 280,000 | - | - | Jan 31, 2024 |
SEI Exchange Traded Funds | 0.02% | 320 | 320 | - | Dec 31, 2023 |
WEITZ FUNDS | 0.02% | 700,000 | - | - | Mar 31, 2024 |
Nuveen Managed Accounts Portfolios Trust | 0.02% | 310,000 | - | - | Jan 31, 2024 |
TARGET PORTFOLIO TRUST | 0.02% | 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 INC | 0.02% | 47,646 | 22,800 | 91.77% | Jan 31, 2024 |
MADISON FUNDS | 0.02% | 100,000 | - | - | Jan 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.02% | 6,362 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.02% | 8,702 | - | - | Mar 31, 2024 |
Nuveen Multi-Asset Income Fund | 0.02% | 541,000 | - | - | Mar 31, 2024 |
HENNESSY FUNDS TRUST | 0.02% | 31,845 | -1,400 | -4.21% | Jan 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.01% | 70,000 | - | - | Mar 31, 2024 |
JOHN HANCOCK INVESTMENT TRUST II | 0.01% | 5,882 | -4,088 | -41.00% | Jan 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.01% | 4,359,000 | 200,000 | 4.81% | Feb 29, 2024 |
Brinker Capital Destinations Trust | 0.01% | 825,000 | - | - | Feb 29, 2024 |
Dunham Funds | 0.01% | 920,000 | - | - | Jan 31, 2024 |
WILLIAMSBURG INVESTMENT TRUST | 0.01% | 38,191 | -11,798 | -23.60% | Mar 31, 2024 |
EQ PREMIER VIP TRUST | 0.01% | 445,000 | - | - | Sep 30, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 | 0.01% | 7,530,000 | - | - | Jan 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 30,000 | - | - | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.01% | 1,515,000 | - | - | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.01% | 200,000 | - | - | Feb 29, 2024 |
TARGET PORTFOLIO TRUST | 0.01% | 217,000 | - | - | Jan 31, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.01% | 1,000,000 | - | - | Jan 31, 2024 |
PRUDENTIAL SERIES FUND | 0.01% | 715,000 | - | - | Mar 28, 2024 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.01% | 38,136 | 3,318 | 9.53% | Mar 28, 2024 |
Northern Lights Fund Trust | 0.01% | 700,000 | - | - | Jan 31, 2024 |
AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 1,200,000 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund III | 0.01% | 915,000 | 335,000 | 57.76% | Jan 31, 2024 |
MML Series Investment Fund II | 0.01% | 1,580,000 | - | - | Dec 31, 2023 |
PROSPECTOR FUNDS, INC. | 0.01% | 2,307 | - | - | Mar 31, 2024 |
Gabelli ETFs Trust | 0.01% | 100 | - | - | Dec 29, 2023 |
FORUM FUNDS | 0.01% | 16,560 | 816 | 5.18% | Mar 31, 2024 |
Markel Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 780 | 4.42% |
31 Mar, 24 | 747 | 2.33% |
31 Dec, 23 | 730 | -1.08% |
30 Sep, 23 | 738 | 4.83% |
30 Jun, 23 | 704 | 3.53% |
31 Mar, 23 | 680 | 0.74% |
31 Dec, 22 | 675 | 5.63% |
30 Sep, 22 | 639 | -0.62% |
30 Jun, 22 | 643 | 0.16% |
31 Mar, 22 | 642 | -0.47% |
31 Dec, 21 | 645 | 7.32% |
30 Sep, 21 | 601 | 0.84% |
30 Jun, 21 | 596 | 2.76% |
31 Mar, 21 | 580 | 0.69% |
31 Dec, 20 | 576 | 7.06% |
30 Sep, 20 | 538 | 2.87% |
30 Jun, 20 | 523 | -1.32% |
31 Mar, 20 | 530 | -7.18% |
31 Dec, 19 | 571 | 10.23% |
30 Sep, 19 | 518 | 0.39% |
30 Jun, 19 | 516 | -1.71% |
31 Mar, 19 | 525 | -1.13% |
31 Dec, 18 | 531 | 1.53% |
30 Sep, 18 | 523 | 5.02% |
30 Jun, 18 | 498 | 0.20% |
31 Mar, 18 | 497 | 3.97% |
31 Dec, 17 | 478 | 6.70% |
30 Sep, 17 | 448 | 1.59% |
30 Jun, 17 | 441 | 4.01% |
31 Mar, 17 | 424 | -1.17% |
31 Dec, 16 | 429 | 1.90% |
30 Sep, 16 | 421 | -4.32% |
30 Jun, 16 | 440 | 6.54% |
31 Mar, 16 | 413 | 2.99% |
31 Dec, 15 | 401 | 12.01% |
30 Sep, 15 | 358 | 5.60% |
30 Jun, 15 | 339 | 7.96% |
31 Mar, 15 | 314 | - |
31 Dec, 14 | 314 | 3.97% |
30 Sep, 14 | 302 | 3.42% |
30 Jun, 14 | 292 | -1.02% |
31 Mar, 14 | 295 | 1.72% |
31 Dec, 13 | 290 | 5.07% |
30 Sep, 13 | 276 | 4.15% |
30 Jun, 13 | 265 | 150.00% |
31 Mar, 13 | 106 | -5.36% |
31 Dec, 12 | 112 | 14.29% |
30 Sep, 12 | 98 | -2.00% |
30 Jun, 12 | 100 | 14.94% |
31 Mar, 12 | 87 | 12.99% |
31 Dec, 11 | 77 | -7.23% |
30 Sep, 11 | 83 | 6.41% |
30 Jun, 11 | 78 | 5.41% |
31 Mar, 11 | 74 | 32.14% |
31 Dec, 10 | 56 | 12.00% |
30 Sep, 10 | 50 | -13.79% |
30 Jun, 10 | 58 | 23.40% |
31 Mar, 10 | 47 | -9.62% |
31 Dec, 09 | 52 | -16.13% |
30 Sep, 09 | 62 | -4.62% |
30 Jun, 09 | 65 | -2.99% |
31 Mar, 09 | 67 | 4.69% |
31 Dec, 08 | 64 | -3.03% |
30 Sep, 08 | 66 | 15.79% |
30 Jun, 08 | 57 | -10.94% |
31 Mar, 08 | 64 | -5.88% |
31 Dec, 07 | 68 | 23.64% |
30 Sep, 07 | 55 | 1.85% |
30 Jun, 07 | 54 | 1.89% |
31 Mar, 07 | 53 | -14.52% |
31 Dec, 06 | 62 | 34.78% |
30 Sep, 06 | 46 | - |
30 Jun, 06 | 46 | -14.81% |
31 Mar, 06 | 54 | 31.71% |
31 Dec, 05 | 41 | - |
30 Sep, 05 | 41 | - |
30 Jun, 05 | 41 | - |
31 Mar, 05 | 41 | 5.13% |
31 Dec, 04 | 39 | 18.18% |
30 Sep, 04 | 33 | -8.33% |
30 Jun, 04 | 36 | 2.86% |
31 Mar, 04 | 35 | -5.41% |
31 Dec, 03 | 37 | 5.71% |
30 Sep, 03 | 35 | 34.62% |
30 Jun, 03 | 26 | -7.14% |
31 Mar, 03 | 28 | 16.67% |
31 Dec, 02 | 24 | - |
30 Sep, 02 | 24 | 9.09% |
30 Jun, 02 | 22 | 10.00% |
31 Mar, 02 | 20 | 17.65% |
31 Dec, 01 | 17 | 13.33% |
30 Sep, 01 | 15 | -6.25% |
30 Jun, 01 | 16 | 6.67% |
31 Mar, 01 | 15 | -6.25% |
31 Dec, 00 | 16 | 14.29% |
30 Sep, 00 | 14 | - |
30 Jun, 00 | 14 | -22.22% |
31 Mar, 00 | 18 | 100.00% |
31 Dec, 99 | 9 | 12.50% |
30 Sep, 99 | 8 | -27.27% |
30 Jun, 99 | 11 | 37.50% |
31 Mar, 99 | 8 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 9,904,227 | -1.51% |
31 Mar, 24 | 10,055,676 | -0.84% |
31 Dec, 23 | 10,140,537 | 0.61% |
30 Sep, 23 | 10,079,348 | -2.56% |
30 Jun, 23 | 10,343,893 | -0.20% |
31 Mar, 23 | 10,364,491 | -0.16% |
31 Dec, 22 | 10,380,732 | 0.23% |
30 Sep, 22 | 10,356,406 | -1.91% |
30 Jun, 22 | 10,557,761 | -1.07% |
31 Mar, 22 | 10,671,750 | 1.87% |
31 Dec, 21 | 10,476,125 | -0.70% |
30 Sep, 21 | 10,550,382 | -0.49% |
30 Jun, 21 | 10,601,892 | 0.08% |
31 Mar, 21 | 10,593,663 | 0.58% |
31 Dec, 20 | 10,532,847 | 0.80% |
30 Sep, 20 | 10,449,148 | -1.49% |
30 Jun, 20 | 10,607,602 | -0.35% |
31 Mar, 20 | 10,644,807 | 0.99% |
31 Dec, 19 | 10,540,794 | 0.34% |
30 Sep, 19 | 10,505,526 | -0.29% |
30 Jun, 19 | 10,536,210 | -0.90% |
31 Mar, 19 | 10,632,051 | 0.31% |
31 Dec, 18 | 10,599,078 | -0.03% |
30 Sep, 18 | 10,602,501 | -0.65% |
30 Jun, 18 | 10,671,395 | -0.39% |
31 Mar, 18 | 10,713,103 | -1.38% |
31 Dec, 17 | 10,862,975 | 0.73% |
30 Sep, 17 | 10,784,087 | 0.27% |
30 Jun, 17 | 10,755,453 | 0.68% |
31 Mar, 17 | 10,683,104 | 0.82% |
31 Dec, 16 | 10,596,321 | 0.54% |
30 Sep, 16 | 10,539,680 | -0.97% |
30 Jun, 16 | 10,643,276 | -21.22% |
31 Mar, 16 | 13,509,865 | 25.18% |
31 Dec, 15 | 10,792,667 | 0.48% |
30 Sep, 15 | 10,741,136 | -1.04% |
30 Jun, 15 | 10,854,566 | -0.04% |
31 Mar, 15 | 10,858,686 | 2.31% |
31 Dec, 14 | 10,613,616 | -2.30% |
30 Sep, 14 | 10,863,670 | -0.77% |
30 Jun, 14 | 10,947,737 | 1.97% |
31 Mar, 14 | 10,736,273 | 0.35% |
31 Dec, 13 | 10,698,428 | 4.22% |
30 Sep, 13 | 10,265,507 | 3.18% |
30 Jun, 13 | 9,949,602 | 167.44% |
31 Mar, 13 | 3,720,347 | 16.27% |
31 Dec, 12 | 3,199,800 | -0.67% |
30 Sep, 12 | 3,221,256 | -0.94% |
30 Jun, 12 | 3,251,893 | 9.56% |
31 Mar, 12 | 2,968,261 | 0.36% |
31 Dec, 11 | 2,957,530 | -3.13% |
30 Sep, 11 | 3,053,209 | -1.02% |
30 Jun, 11 | 3,084,550 | -76.30% |
31 Mar, 11 | 13,016,392 | 543.59% |
31 Dec, 10 | 2,022,481 | -3.22% |
30 Sep, 10 | 2,089,738 | -4.05% |
30 Jun, 10 | 2,177,906 | 2.12% |
31 Mar, 10 | 2,132,752 | -17.27% |
31 Dec, 09 | 2,577,996 | -17.09% |
30 Sep, 09 | 3,109,307 | 11.27% |
30 Jun, 09 | 2,794,308 | -3.53% |
31 Mar, 09 | 2,896,422 | 21.68% |
31 Dec, 08 | 2,380,429 | 5.66% |
30 Sep, 08 | 2,252,810 | 7.23% |
30 Jun, 08 | 2,100,829 | -25.37% |
31 Mar, 08 | 2,814,964 | 8.23% |
31 Dec, 07 | 2,600,905 | 1.55% |
30 Sep, 07 | 2,561,109 | -17.63% |
30 Jun, 07 | 3,109,299 | 81.83% |
31 Mar, 07 | 1,709,969 | -58.49% |
31 Dec, 06 | 4,118,972 | 1.26% |
30 Sep, 06 | 4,067,799 | 10.04% |
30 Jun, 06 | 3,696,760 | -5.19% |
31 Mar, 06 | 3,898,963 | 21.45% |
31 Dec, 05 | 3,210,217 | -3.95% |
30 Sep, 05 | 3,342,326 | 23.69% |
30 Jun, 05 | 2,702,085 | -6.71% |
31 Mar, 05 | 2,896,368 | -9.64% |
31 Dec, 04 | 3,205,468 | 8.89% |
30 Sep, 04 | 2,943,777 | 6.78% |
30 Jun, 04 | 2,756,976 | 12.24% |
31 Mar, 04 | 2,456,239 | 75.87% |
31 Dec, 03 | 1,396,612 | -2.39% |
30 Sep, 03 | 1,430,743 | 49.26% |
30 Jun, 03 | 958,565 | -22.76% |
31 Mar, 03 | 1,241,080 | 6.14% |
31 Dec, 02 | 1,169,257 | -10.73% |
30 Sep, 02 | 1,309,845 | 20.80% |
30 Jun, 02 | 1,084,316 | 10.13% |
31 Mar, 02 | 984,595 | 5.12% |
31 Dec, 01 | 936,660 | 26.31% |
30 Sep, 01 | 741,581 | -16.16% |
30 Jun, 01 | 884,501 | 26.43% |
31 Mar, 01 | 699,573 | 27.45% |
31 Dec, 00 | 548,921 | 22.60% |
30 Sep, 00 | 447,724 | -1.32% |
30 Jun, 00 | 453,694 | -21.90% |
31 Mar, 00 | 580,882 | 139.95% |
31 Dec, 99 | 242,085 | -41.05% |
30 Sep, 99 | 410,630 | -1.27% |
30 Jun, 99 | 415,916 | 38.39% |
31 Mar, 99 | 300,538 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 75.39% | 1.29% |
31 Mar, 24 | 76.54% | 1.31% |
31 Dec, 23 | 76.58% | 1.34% |
30 Sep, 23 | 75.70% | 1.27% |
30 Jun, 23 | 77.30% | 1.30% |
31 Mar, 23 | 77.06% | 1.32% |
31 Dec, 22 | 76.44% | 1.31% |
30 Sep, 22 | 76.35% | 1.27% |
30 Jun, 22 | 77.56% | 1.27% |
31 Mar, 22 | 78.22% | 1.34% |
31 Dec, 21 | 76.46% | 1.30% |
30 Sep, 21 | 76.69% | 1.30% |
30 Jun, 21 | 76.86% | 1.31% |
31 Mar, 21 | 76.66% | 1.32% |
31 Dec, 20 | 76.26% | 1.33% |
30 Sep, 20 | 75.67% | 1.28% |
30 Jun, 20 | 76.82% | 1.29% |
31 Mar, 20 | 77.05% | 1.33% |
31 Dec, 19 | 76.19% | 1.32% |
30 Sep, 19 | 75.86% | 1.31% |
30 Jun, 19 | 75.99% | 1.30% |
31 Mar, 19 | 76.52% | 1.32% |
31 Dec, 18 | 76.16% | 1.31% |
30 Sep, 18 | 76.18% | 1.30% |
30 Jun, 18 | 76.63% | 1.30% |
31 Mar, 18 | 76.90% | 1.27% |
31 Dec, 17 | 77.79% | 1.30% |
30 Sep, 17 | 77.32% | 1.31% |
30 Jun, 17 | 76.95% | 1.32% |
31 Mar, 17 | 76.32% | 1.34% |
31 Dec, 16 | 75.61% | 1.34% |
30 Sep, 16 | 75.11% | 1.30% |
30 Jun, 16 | 75.96% | 0.81% |
31 Mar, 16 | 96.54% | 1.62% |
31 Dec, 15 | 77.21% | 1.31% |
30 Sep, 15 | 76.82% | 1.27% |
30 Jun, 15 | 77.67% | 1.29% |
31 Mar, 15 | 77.72% | 1.35% |
31 Dec, 14 | 75.94% | 1.26% |
30 Sep, 14 | 77.70% | 1.27% |
30 Jun, 14 | 78.29% | 1.33% |
31 Mar, 14 | 76.72% | 1.31% |
31 Dec, 13 | 76.49% | 1.42% |
30 Sep, 13 | 73.32% | 1.15% |
30 Jun, 13 | 79.83% | 5.36% |
31 Mar, 13 | 38.61% | 3.52% |
31 Dec, 12 | 33.10% | 2.96% |
30 Sep, 12 | 33.44% | 2.95% |
30 Jun, 12 | 33.69% | 3.56% |
31 Mar, 12 | 30.78% | 3.30% |
31 Dec, 11 | 30.53% | 3.07% |
30 Sep, 11 | 31.54% | 3.13% |
30 Jun, 11 | 31.74% | 0.18% |
31 Mar, 11 | 133.95% | 31.25% |
31 Dec, 10 | 20.70% | 4.50% |
30 Sep, 10 | 21.44% | 4.34% |
30 Jun, 10 | 22.24% | 4.71% |
31 Mar, 10 | 21.73% | 3.15% |
31 Dec, 09 | 26.27% | 2.62% |
30 Sep, 09 | 31.68% | 3.91% |
30 Jun, 09 | 28.47% | 3.27% |
31 Mar, 09 | 29.51% | 5.02% |
31 Dec, 08 | 24.26% | 4.63% |
30 Sep, 08 | 22.89% | 5.09% |
30 Jun, 08 | 21.21% | 2.65% |
31 Mar, 08 | 28.30% | 4.13% |
31 Dec, 07 | 26.17% | 3.96% |
30 Sep, 07 | 25.72% | 2.64% |
30 Jun, 07 | 31.23% | 10.63% |
31 Mar, 07 | 17.14% | 0.97% |
31 Dec, 06 | 42.14% | 2.38% |
30 Sep, 06 | 42.09% | 2.87% |
30 Jun, 06 | 38.26% | 2.38% |
31 Mar, 06 | 40.06% | 3.76% |
31 Dec, 05 | 32.66% | 2.82% |
30 Sep, 05 | 34.03% | 4.52% |
30 Jun, 05 | 27.44% | 3.17% |
31 Mar, 05 | 29.42% | 2.78% |
31 Dec, 04 | 32.54% | 3.66% |
30 Sep, 04 | 29.81% | 3.81% |
30 Jun, 04 | 27.97% | 4.50% |
31 Mar, 04 | 24.92% | 12.37% |
31 Dec, 03 | 14.19% | 6.72% |
30 Sep, 03 | 14.54% | 15.33% |
30 Jun, 03 | 9.74% | 6.13% |
31 Mar, 03 | 12.60% | 8.92% |
31 Dec, 02 | 11.89% | 6.63% |
30 Sep, 02 | 13.39% | 10.95% |
30 Jun, 02 | 11.06% | 10.94% |
31 Mar, 02 | 10.06% | 8.35% |
31 Dec, 01 | 10.97% | 14.77% |
30 Sep, 01 | 8.62% | 8.97% |
30 Jun, 01 | 9.80% | 12.08% |
31 Mar, 01 | 9.01% | 14.30% |
31 Dec, 00 | 7.94% | 20.98% |
30 Sep, 00 | 6.15% | 16.08% |
30 Jun, 00 | 6.18% | 6.04% |
31 Mar, 00 | 10.12% | 53.89% |
31 Dec, 99 | 4.33% | 8.00% |
30 Sep, 99 | 7.36% | 13.30% |
30 Jun, 99 | 7.44% | 25.41% |
31 Mar, 99 | 5.41% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 334 | -7.99% |
31 Mar, 24 | 363 | 6.45% |
31 Dec, 23 | 341 | 5.90% |
30 Sep, 23 | 322 | 26.77% |
30 Jun, 23 | 254 | -5.58% |
31 Mar, 23 | 269 | -13.78% |
31 Dec, 22 | 312 | 10.64% |
30 Sep, 22 | 282 | 11.02% |
30 Jun, 22 | 254 | -1.55% |
31 Mar, 22 | 258 | -13.42% |
31 Dec, 21 | 298 | 29.00% |
30 Sep, 21 | 231 | -7.23% |
30 Jun, 21 | 249 | -8.46% |
31 Mar, 21 | 272 | 1.87% |
31 Dec, 20 | 267 | 30.88% |
30 Sep, 20 | 204 | -5.12% |
30 Jun, 20 | 215 | -9.66% |
31 Mar, 20 | 238 | -8.11% |
31 Dec, 19 | 259 | 21.03% |
30 Sep, 19 | 214 | -3.60% |
30 Jun, 19 | 222 | -6.33% |
31 Mar, 19 | 237 | -2.07% |
31 Dec, 18 | 242 | 10.50% |
30 Sep, 18 | 219 | 7.35% |
30 Jun, 18 | 204 | 13.97% |
31 Mar, 18 | 179 | -13.53% |
31 Dec, 17 | 207 | 9.52% |
30 Sep, 17 | 189 | 1.07% |
30 Jun, 17 | 187 | 10.65% |
31 Mar, 17 | 169 | -15.08% |
31 Dec, 16 | 199 | 38.19% |
30 Sep, 16 | 144 | -26.90% |
30 Jun, 16 | 197 | 4.23% |
31 Mar, 16 | 189 | -1.05% |
31 Dec, 15 | 191 | 22.44% |
30 Sep, 15 | 156 | 3.31% |
30 Jun, 15 | 151 | 17.97% |
31 Mar, 15 | 128 | -2.29% |
31 Dec, 14 | 131 | 1.55% |
30 Sep, 14 | 129 | 9.32% |
30 Jun, 14 | 118 | -8.53% |
31 Mar, 14 | 129 | -6.52% |
31 Dec, 13 | 138 | -7.38% |
30 Sep, 13 | 149 | -31.02% |
30 Jun, 13 | 216 | 285.71% |
31 Mar, 13 | 56 | -12.50% |
31 Dec, 12 | 64 | 30.61% |
30 Sep, 12 | 49 | -3.92% |
30 Jun, 12 | 51 | 4.08% |
31 Mar, 12 | 49 | 22.50% |
31 Dec, 11 | 40 | 14.29% |
30 Sep, 11 | 35 | -14.63% |
30 Jun, 11 | 41 | -8.89% |
31 Mar, 11 | 45 | 40.63% |
31 Dec, 10 | 32 | 33.33% |
30 Sep, 10 | 24 | -20.00% |
30 Jun, 10 | 30 | 36.36% |
31 Mar, 10 | 22 | -15.38% |
31 Dec, 09 | 26 | -10.34% |
30 Sep, 09 | 29 | -6.45% |
30 Jun, 09 | 31 | -13.89% |
31 Mar, 09 | 36 | 9.09% |
31 Dec, 08 | 33 | -13.16% |
30 Sep, 08 | 38 | 58.33% |
30 Jun, 08 | 24 | -14.29% |
31 Mar, 08 | 28 | -6.67% |
31 Dec, 07 | 30 | 42.86% |
30 Sep, 07 | 21 | -16.00% |
30 Jun, 07 | 25 | - |
31 Mar, 07 | 25 | -30.56% |
31 Dec, 06 | 36 | 44.00% |
30 Sep, 06 | 25 | 25.00% |
30 Jun, 06 | 20 | -41.18% |
31 Mar, 06 | 34 | 41.67% |
31 Dec, 05 | 24 | 9.09% |
30 Sep, 05 | 22 | -18.52% |
30 Jun, 05 | 27 | 28.57% |
31 Mar, 05 | 21 | 16.67% |
31 Dec, 04 | 18 | 28.57% |
30 Sep, 04 | 14 | -17.65% |
30 Jun, 04 | 17 | -5.56% |
31 Mar, 04 | 18 | - |
31 Dec, 03 | 18 | 20.00% |
30 Sep, 03 | 15 | 15.38% |
30 Jun, 03 | 13 | - |
31 Mar, 03 | 13 | -7.14% |
31 Dec, 02 | 14 | - |
30 Sep, 02 | 14 | 40.00% |
30 Jun, 02 | 10 | -28.57% |
31 Mar, 02 | 14 | 16.67% |
31 Dec, 01 | 12 | 50.00% |
30 Sep, 01 | 8 | -27.27% |
30 Jun, 01 | 11 | -8.33% |
31 Mar, 01 | 12 | 9.09% |
31 Dec, 00 | 11 | 57.14% |
30 Sep, 00 | 7 | - |
30 Jun, 00 | 7 | -50.00% |
31 Mar, 00 | 14 | 133.33% |
31 Dec, 99 | 6 | - |
30 Sep, 99 | 6 | -33.33% |
30 Jun, 99 | 9 | 12.50% |
31 Mar, 99 | 8 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 265 | 15.22% |
31 Mar, 24 | 230 | -0.43% |
31 Dec, 23 | 231 | -0.86% |
30 Sep, 23 | 233 | -7.91% |
30 Jun, 23 | 253 | 10.48% |
31 Mar, 23 | 229 | 9.57% |
31 Dec, 22 | 209 | 5.03% |
30 Sep, 22 | 199 | -9.13% |
30 Jun, 22 | 219 | 3.30% |
31 Mar, 22 | 212 | 6.53% |
31 Dec, 21 | 199 | -4.33% |
30 Sep, 21 | 208 | 7.77% |
30 Jun, 21 | 193 | 10.29% |
31 Mar, 21 | 175 | 1.16% |
31 Dec, 20 | 173 | -13.07% |
30 Sep, 20 | 199 | 3.65% |
30 Jun, 20 | 192 | 12.28% |
31 Mar, 20 | 171 | 6.21% |
31 Dec, 19 | 161 | -0.62% |
30 Sep, 19 | 162 | -2.41% |
30 Jun, 19 | 166 | 6.41% |
31 Mar, 19 | 156 | 0.65% |
31 Dec, 18 | 155 | -7.19% |
30 Sep, 18 | 167 | 8.44% |
30 Jun, 18 | 154 | -13.97% |
31 Mar, 18 | 179 | 22.60% |
31 Dec, 17 | 146 | 8.96% |
30 Sep, 17 | 134 | -10.67% |
30 Jun, 17 | 150 | 3.45% |
31 Mar, 17 | 145 | 5.07% |
31 Dec, 16 | 138 | -16.36% |
30 Sep, 16 | 165 | 16.20% |
30 Jun, 16 | 142 | 8.40% |
31 Mar, 16 | 131 | 2.34% |
31 Dec, 15 | 128 | 7.56% |
30 Sep, 15 | 119 | 4.39% |
30 Jun, 15 | 114 | 0.88% |
31 Mar, 15 | 113 | 1.80% |
31 Dec, 14 | 111 | 11.00% |
30 Sep, 14 | 100 | 8.70% |
30 Jun, 14 | 92 | 4.55% |
31 Mar, 14 | 88 | -6.38% |
31 Dec, 13 | 94 | 32.39% |
30 Sep, 13 | 71 | 208.70% |
30 Jun, 13 | 23 | -4.17% |
31 Mar, 13 | 24 | -17.24% |
31 Dec, 12 | 29 | - |
30 Sep, 12 | 29 | 11.54% |
30 Jun, 12 | 26 | 52.94% |
31 Mar, 12 | 17 | -29.17% |
31 Dec, 11 | 24 | -22.58% |
30 Sep, 11 | 31 | 19.23% |
30 Jun, 11 | 26 | 23.81% |
31 Mar, 11 | 21 | 40.00% |
31 Dec, 10 | 15 | -6.25% |
30 Sep, 10 | 16 | 6.67% |
30 Jun, 10 | 15 | 50.00% |
31 Mar, 10 | 10 | -50.00% |
31 Dec, 09 | 20 | 33.33% |
30 Sep, 09 | 15 | -11.76% |
30 Jun, 09 | 17 | 6.25% |
31 Mar, 09 | 16 | -11.11% |
31 Dec, 08 | 18 | 38.46% |
30 Sep, 08 | 13 | - |
30 Jun, 08 | 13 | -35.00% |
31 Mar, 08 | 20 | - |
31 Dec, 07 | 20 | 11.11% |
30 Sep, 07 | 18 | -14.29% |
30 Jun, 07 | 21 | 40.00% |
31 Mar, 07 | 15 | -6.25% |
31 Dec, 06 | 16 | 60.00% |
30 Sep, 06 | 10 | -41.18% |
30 Jun, 06 | 17 | 41.67% |
31 Mar, 06 | 12 | 20.00% |
31 Dec, 05 | 10 | -9.09% |
30 Sep, 05 | 11 | 120.00% |
30 Jun, 05 | 5 | -61.54% |
31 Mar, 05 | 13 | 44.44% |
31 Dec, 04 | 9 | 28.57% |
30 Sep, 04 | 7 | -30.00% |
30 Jun, 04 | 10 | - |
31 Mar, 04 | 10 | -23.08% |
31 Dec, 03 | 13 | 44.44% |
30 Sep, 03 | 9 | 80.00% |
30 Jun, 03 | 5 | -44.44% |
31 Mar, 03 | 9 | 80.00% |
31 Dec, 02 | 5 | - |
30 Sep, 02 | 5 | -37.50% |
30 Jun, 02 | 8 | 100.00% |
31 Mar, 02 | 4 | 33.33% |
31 Dec, 01 | 3 | - |
30 Sep, 01 | 3 | 50.00% |
30 Jun, 01 | 2 | -33.33% |
31 Mar, 01 | 3 | - |
31 Dec, 00 | 3 | -40.00% |
30 Sep, 00 | 5 | 66.67% |
30 Jun, 00 | 3 | - |
31 Mar, 00 | 3 | 200.00% |
31 Dec, 99 | 1 | - |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 780 | 4.42% | 9,904,227 | -1.51% | 75.39% | 1.29% | 334 | -7.99% | 265 | 15.22% |
31 Mar, 24 | 747 | 2.33% | 10,055,676 | -0.84% | 76.54% | 1.31% | 363 | 6.45% | 230 | -0.43% |
31 Dec, 23 | 730 | -1.08% | 10,140,537 | 0.61% | 76.58% | 1.34% | 341 | 5.90% | 231 | -0.86% |
30 Sep, 23 | 738 | 4.83% | 10,079,348 | -2.56% | 75.70% | 1.27% | 322 | 26.77% | 233 | -7.91% |
30 Jun, 23 | 704 | 3.53% | 10,343,893 | -0.20% | 77.30% | 1.30% | 254 | -5.58% | 253 | 10.48% |
31 Mar, 23 | 680 | 0.74% | 10,364,491 | -0.16% | 77.06% | 1.32% | 269 | -13.78% | 229 | 9.57% |
31 Dec, 22 | 675 | 5.63% | 10,380,732 | 0.23% | 76.44% | 1.31% | 312 | 10.64% | 209 | 5.03% |
30 Sep, 22 | 639 | -0.62% | 10,356,406 | -1.91% | 76.35% | 1.27% | 282 | 11.02% | 199 | -9.13% |
30 Jun, 22 | 643 | 0.16% | 10,557,761 | -1.07% | 77.56% | 1.27% | 254 | -1.55% | 219 | 3.30% |
31 Mar, 22 | 642 | -0.47% | 10,671,750 | 1.87% | 78.22% | 1.34% | 258 | -13.42% | 212 | 6.53% |
31 Dec, 21 | 645 | 7.32% | 10,476,125 | -0.70% | 76.46% | 1.30% | 298 | 29.00% | 199 | -4.33% |
30 Sep, 21 | 601 | 0.84% | 10,550,382 | -0.49% | 76.69% | 1.30% | 231 | -7.23% | 208 | 7.77% |
30 Jun, 21 | 596 | 2.76% | 10,601,892 | 0.08% | 76.86% | 1.31% | 249 | -8.46% | 193 | 10.29% |
31 Mar, 21 | 580 | 0.69% | 10,593,663 | 0.58% | 76.66% | 1.32% | 272 | 1.87% | 175 | 1.16% |
31 Dec, 20 | 576 | 7.06% | 10,532,847 | 0.80% | 76.26% | 1.33% | 267 | 30.88% | 173 | -13.07% |
30 Sep, 20 | 538 | 2.87% | 10,449,148 | -1.49% | 75.67% | 1.28% | 204 | -5.12% | 199 | 3.65% |
30 Jun, 20 | 523 | -1.32% | 10,607,602 | -0.35% | 76.82% | 1.29% | 215 | -9.66% | 192 | 12.28% |
31 Mar, 20 | 530 | -7.18% | 10,644,807 | 0.99% | 77.05% | 1.33% | 238 | -8.11% | 171 | 6.21% |
31 Dec, 19 | 571 | 10.23% | 10,540,794 | 0.34% | 76.19% | 1.32% | 259 | 21.03% | 161 | -0.62% |
30 Sep, 19 | 518 | 0.39% | 10,505,526 | -0.29% | 75.86% | 1.31% | 214 | -3.60% | 162 | -2.41% |
30 Jun, 19 | 516 | -1.71% | 10,536,210 | -0.90% | 75.99% | 1.30% | 222 | -6.33% | 166 | 6.41% |
31 Mar, 19 | 525 | -1.13% | 10,632,051 | 0.31% | 76.52% | 1.32% | 237 | -2.07% | 156 | 0.65% |
31 Dec, 18 | 531 | 1.53% | 10,599,078 | -0.03% | 76.16% | 1.31% | 242 | 10.50% | 155 | -7.19% |
30 Sep, 18 | 523 | 5.02% | 10,602,501 | -0.65% | 76.18% | 1.30% | 219 | 7.35% | 167 | 8.44% |
30 Jun, 18 | 498 | 0.20% | 10,671,395 | -0.39% | 76.63% | 1.30% | 204 | 13.97% | 154 | -13.97% |
31 Mar, 18 | 497 | 3.97% | 10,713,103 | -1.38% | 76.90% | 1.27% | 179 | -13.53% | 179 | 22.60% |
31 Dec, 17 | 478 | 6.70% | 10,862,975 | 0.73% | 77.79% | 1.30% | 207 | 9.52% | 146 | 8.96% |
30 Sep, 17 | 448 | 1.59% | 10,784,087 | 0.27% | 77.32% | 1.31% | 189 | 1.07% | 134 | -10.67% |
30 Jun, 17 | 441 | 4.01% | 10,755,453 | 0.68% | 76.95% | 1.32% | 187 | 10.65% | 150 | 3.45% |
31 Mar, 17 | 424 | -1.17% | 10,683,104 | 0.82% | 76.32% | 1.34% | 169 | -15.08% | 145 | 5.07% |
31 Dec, 16 | 429 | 1.90% | 10,596,321 | 0.54% | 75.61% | 1.34% | 199 | 38.19% | 138 | -16.36% |
30 Sep, 16 | 421 | -4.32% | 10,539,680 | -0.97% | 75.11% | 1.30% | 144 | -26.90% | 165 | 16.20% |
30 Jun, 16 | 440 | 6.54% | 10,643,276 | -21.22% | 75.96% | 0.81% | 197 | 4.23% | 142 | 8.40% |
31 Mar, 16 | 413 | 2.99% | 13,509,865 | 25.18% | 96.54% | 1.62% | 189 | -1.05% | 131 | 2.34% |
31 Dec, 15 | 401 | 12.01% | 10,792,667 | 0.48% | 77.21% | 1.31% | 191 | 22.44% | 128 | 7.56% |
30 Sep, 15 | 358 | 5.60% | 10,741,136 | -1.04% | 76.82% | 1.27% | 156 | 3.31% | 119 | 4.39% |
30 Jun, 15 | 339 | 7.96% | 10,854,566 | -0.04% | 77.67% | 1.29% | 151 | 17.97% | 114 | 0.88% |
31 Mar, 15 | 314 | - | 10,858,686 | 2.31% | 77.72% | 1.35% | 128 | -2.29% | 113 | 1.80% |
31 Dec, 14 | 314 | 3.97% | 10,613,616 | -2.30% | 75.94% | 1.26% | 131 | 1.55% | 111 | 11.00% |
30 Sep, 14 | 302 | 3.42% | 10,863,670 | -0.77% | 77.70% | 1.27% | 129 | 9.32% | 100 | 8.70% |
30 Jun, 14 | 292 | -1.02% | 10,947,737 | 1.97% | 78.29% | 1.33% | 118 | -8.53% | 92 | 4.55% |
31 Mar, 14 | 295 | 1.72% | 10,736,273 | 0.35% | 76.72% | 1.31% | 129 | -6.52% | 88 | -6.38% |
31 Dec, 13 | 290 | 5.07% | 10,698,428 | 4.22% | 76.49% | 1.42% | 138 | -7.38% | 94 | 32.39% |
30 Sep, 13 | 276 | 4.15% | 10,265,507 | 3.18% | 73.32% | 1.15% | 149 | -31.02% | 71 | 208.70% |
30 Jun, 13 | 265 | 150.00% | 9,949,602 | 167.44% | 79.83% | 5.36% | 216 | 285.71% | 23 | -4.17% |
31 Mar, 13 | 106 | -5.36% | 3,720,347 | 16.27% | 38.61% | 3.52% | 56 | -12.50% | 24 | -17.24% |
31 Dec, 12 | 112 | 14.29% | 3,199,800 | -0.67% | 33.10% | 2.96% | 64 | 30.61% | 29 | - |
30 Sep, 12 | 98 | -2.00% | 3,221,256 | -0.94% | 33.44% | 2.95% | 49 | -3.92% | 29 | 11.54% |
30 Jun, 12 | 100 | 14.94% | 3,251,893 | 9.56% | 33.69% | 3.56% | 51 | 4.08% | 26 | 52.94% |
31 Mar, 12 | 87 | 12.99% | 2,968,261 | 0.36% | 30.78% | 3.30% | 49 | 22.50% | 17 | -29.17% |
31 Dec, 11 | 77 | -7.23% | 2,957,530 | -3.13% | 30.53% | 3.07% | 40 | 14.29% | 24 | -22.58% |
30 Sep, 11 | 83 | 6.41% | 3,053,209 | -1.02% | 31.54% | 3.13% | 35 | -14.63% | 31 | 19.23% |
30 Jun, 11 | 78 | 5.41% | 3,084,550 | -76.30% | 31.74% | 0.18% | 41 | -8.89% | 26 | 23.81% |
31 Mar, 11 | 74 | 32.14% | 13,016,392 | 543.59% | 133.95% | 31.25% | 45 | 40.63% | 21 | 40.00% |
31 Dec, 10 | 56 | 12.00% | 2,022,481 | -3.22% | 20.70% | 4.50% | 32 | 33.33% | 15 | -6.25% |
30 Sep, 10 | 50 | -13.79% | 2,089,738 | -4.05% | 21.44% | 4.34% | 24 | -20.00% | 16 | 6.67% |
30 Jun, 10 | 58 | 23.40% | 2,177,906 | 2.12% | 22.24% | 4.71% | 30 | 36.36% | 15 | 50.00% |
31 Mar, 10 | 47 | -9.62% | 2,132,752 | -17.27% | 21.73% | 3.15% | 22 | -15.38% | 10 | -50.00% |
31 Dec, 09 | 52 | -16.13% | 2,577,996 | -17.09% | 26.27% | 2.62% | 26 | -10.34% | 20 | 33.33% |
30 Sep, 09 | 62 | -4.62% | 3,109,307 | 11.27% | 31.68% | 3.91% | 29 | -6.45% | 15 | -11.76% |
30 Jun, 09 | 65 | -2.99% | 2,794,308 | -3.53% | 28.47% | 3.27% | 31 | -13.89% | 17 | 6.25% |
31 Mar, 09 | 67 | 4.69% | 2,896,422 | 21.68% | 29.51% | 5.02% | 36 | 9.09% | 16 | -11.11% |
31 Dec, 08 | 64 | -3.03% | 2,380,429 | 5.66% | 24.26% | 4.63% | 33 | -13.16% | 18 | 38.46% |
30 Sep, 08 | 66 | 15.79% | 2,252,810 | 7.23% | 22.89% | 5.09% | 38 | 58.33% | 13 | - |
30 Jun, 08 | 57 | -10.94% | 2,100,829 | -25.37% | 21.21% | 2.65% | 24 | -14.29% | 13 | -35.00% |
31 Mar, 08 | 64 | -5.88% | 2,814,964 | 8.23% | 28.30% | 4.13% | 28 | -6.67% | 20 | - |
31 Dec, 07 | 68 | 23.64% | 2,600,905 | 1.55% | 26.17% | 3.96% | 30 | 42.86% | 20 | 11.11% |
30 Sep, 07 | 55 | 1.85% | 2,561,109 | -17.63% | 25.72% | 2.64% | 21 | -16.00% | 18 | -14.29% |
30 Jun, 07 | 54 | 1.89% | 3,109,299 | 81.83% | 31.23% | 10.63% | 25 | - | 21 | 40.00% |
31 Mar, 07 | 53 | -14.52% | 1,709,969 | -58.49% | 17.14% | 0.97% | 25 | -30.56% | 15 | -6.25% |
31 Dec, 06 | 62 | 34.78% | 4,118,972 | 1.26% | 42.14% | 2.38% | 36 | 44.00% | 16 | 60.00% |
30 Sep, 06 | 46 | - | 4,067,799 | 10.04% | 42.09% | 2.87% | 25 | 25.00% | 10 | -41.18% |
30 Jun, 06 | 46 | -14.81% | 3,696,760 | -5.19% | 38.26% | 2.38% | 20 | -41.18% | 17 | 41.67% |
31 Mar, 06 | 54 | 31.71% | 3,898,963 | 21.45% | 40.06% | 3.76% | 34 | 41.67% | 12 | 20.00% |
31 Dec, 05 | 41 | - | 3,210,217 | -3.95% | 32.66% | 2.82% | 24 | 9.09% | 10 | -9.09% |
30 Sep, 05 | 41 | - | 3,342,326 | 23.69% | 34.03% | 4.52% | 22 | -18.52% | 11 | 120.00% |
30 Jun, 05 | 41 | - | 2,702,085 | -6.71% | 27.44% | 3.17% | 27 | 28.57% | 5 | -61.54% |
31 Mar, 05 | 41 | 5.13% | 2,896,368 | -9.64% | 29.42% | 2.78% | 21 | 16.67% | 13 | 44.44% |
31 Dec, 04 | 39 | 18.18% | 3,205,468 | 8.89% | 32.54% | 3.66% | 18 | 28.57% | 9 | 28.57% |
30 Sep, 04 | 33 | -8.33% | 2,943,777 | 6.78% | 29.81% | 3.81% | 14 | -17.65% | 7 | -30.00% |
30 Jun, 04 | 36 | 2.86% | 2,756,976 | 12.24% | 27.97% | 4.50% | 17 | -5.56% | 10 | - |
31 Mar, 04 | 35 | -5.41% | 2,456,239 | 75.87% | 24.92% | 12.37% | 18 | - | 10 | -23.08% |
31 Dec, 03 | 37 | 5.71% | 1,396,612 | -2.39% | 14.19% | 6.72% | 18 | 20.00% | 13 | 44.44% |
30 Sep, 03 | 35 | 34.62% | 1,430,743 | 49.26% | 14.54% | 15.33% | 15 | 15.38% | 9 | 80.00% |
30 Jun, 03 | 26 | -7.14% | 958,565 | -22.76% | 9.74% | 6.13% | 13 | - | 5 | -44.44% |
31 Mar, 03 | 28 | 16.67% | 1,241,080 | 6.14% | 12.60% | 8.92% | 13 | -7.14% | 9 | 80.00% |
31 Dec, 02 | 24 | - | 1,169,257 | -10.73% | 11.89% | 6.63% | 14 | - | 5 | - |
30 Sep, 02 | 24 | 9.09% | 1,309,845 | 20.80% | 13.39% | 10.95% | 14 | 40.00% | 5 | -37.50% |
30 Jun, 02 | 22 | 10.00% | 1,084,316 | 10.13% | 11.06% | 10.94% | 10 | -28.57% | 8 | 100.00% |
31 Mar, 02 | 20 | 17.65% | 984,595 | 5.12% | 10.06% | 8.35% | 14 | 16.67% | 4 | 33.33% |
31 Dec, 01 | 17 | 13.33% | 936,660 | 26.31% | 10.97% | 14.77% | 12 | 50.00% | 3 | - |
30 Sep, 01 | 15 | -6.25% | 741,581 | -16.16% | 8.62% | 8.97% | 8 | -27.27% | 3 | 50.00% |
30 Jun, 01 | 16 | 6.67% | 884,501 | 26.43% | 9.80% | 12.08% | 11 | -8.33% | 2 | -33.33% |
31 Mar, 01 | 15 | -6.25% | 699,573 | 27.45% | 9.01% | 14.30% | 12 | 9.09% | 3 | - |
31 Dec, 00 | 16 | 14.29% | 548,921 | 22.60% | 7.94% | 20.98% | 11 | 57.14% | 3 | -40.00% |
30 Sep, 00 | 14 | - | 447,724 | -1.32% | 6.15% | 16.08% | 7 | - | 5 | 66.67% |
30 Jun, 00 | 14 | -22.22% | 453,694 | -21.90% | 6.18% | 6.04% | 7 | -50.00% | 3 | - |
31 Mar, 00 | 18 | 100.00% | 580,882 | 139.95% | 10.12% | 53.89% | 14 | 133.33% | 3 | 200.00% |
31 Dec, 99 | 9 | 12.50% | 242,085 | -41.05% | 4.33% | 8.00% | 6 | - | 1 | - |
30 Sep, 99 | 8 | -27.27% | 410,630 | -1.27% | 7.36% | 13.30% | 6 | -33.33% | 1 | - |
30 Jun, 99 | 11 | 37.50% | 415,916 | 38.39% | 7.44% | 25.41% | 9 | 12.50% | 1 | - |
31 Mar, 99 | 8 | - | 300,538 | - | 5.41% | - | 8 | - | - | - |
Markel Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Markel Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 4 | 2 | 200.00% |
Q2 2024 | 21 | 24 | 87.50% |
Q1 2024 | 24 | 4 | 600.00% |
Q4 2023 | 13 | 10 | 130.00% |
Q3 2023 | 11 | 67 | 16.42% |
Q2 2023 | 31 | 2 | 1550.00% |
Q1 2023 | 14 | 1 | 1400.00% |
Q4 2022 | 4 | 10 | 40.00% |
Q3 2022 | 4 | - | - |
Q2 2022 | 17 | 1 | 1700.00% |
Q1 2022 | 10 | 33 | 30.30% |
Q4 2021 | 3 | 44 | 6.82% |
Q3 2021 | - | 6 | - |
Q2 2021 | 15 | 33 | 45.45% |
Q1 2021 | 24 | 2 | 1200.00% |
Q4 2020 | 4 | 11 | 36.36% |
Q3 2020 | 1 | 6 | 16.67% |
Q2 2020 | 22 | 3 | 733.33% |
Q1 2020 | 17 | 3 | 566.67% |
Q4 2019 | 1 | 133 | 0.75% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 3 | - | - |
Q2 2024 | - | 21 | - |
Q1 2024 | 5 | - | - |
Q4 2023 | 6 | - | - |
Q3 2023 | 4 | 65 | 6.15% |
Q2 2023 | 4 | - | - |
Q1 2023 | 5 | 1 | 500.00% |
Q4 2022 | 1 | 1 | 100.00% |
Q3 2022 | 4 | - | - |
Q2 2022 | 3 | - | - |
Q1 2022 | - | 30 | - |
Q4 2021 | 1 | 30 | 3.33% |
Q3 2021 | - | 1 | - |
Q2 2021 | 1 | 31 | 3.23% |
Q1 2021 | 1 | 1 | 100.00% |
Q4 2020 | - | 3 | - |
Q3 2020 | - | 3 | - |
Q2 2020 | 5 | 2 | 250.00% |
Q1 2020 | - | 2 | - |
Q4 2019 | - | 119 | - |
MKL Ownership FAQ
Who Owns Markel?
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).
Who are the major institutional shareholders of Markel?
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.
How many Markel shareholders are there?
As of Jun 2024, there are 780 institutional shareholders of Markel.
What percentage of Markel is owned by VANGUARD GROUP INC?
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).
What percentage of Markel is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 750.01K shares of Markel (MKL), compromising 5.71% of the company, valued at $1.18B.
What percentage of Markel is owned by PRINCIPAL FINANCIAL GROUP INC?
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).