Markel Corporation (MKL) Ownership

1,694.12 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Markel Corporation (MKL), owning a total of 1.2 million shares. Combined, the top 31 institutional holders of MKL own 61.34% of the company with a total of 7.9 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of MKL by 13 thousand shares. 1 institutions bought 105 total additional shares and increased their ownership by an average of 0.05%. However 2 institutions sold 13,483 total shares and decreased their ownership by an average of 3.44%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Markel Corporation decreased by a net total of -13,378 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Principal Financial Group Inc	4.262%	-1.369%	548,147	-7,606	2024-09-30
Davenport & Company LLC	1.595%	0.051%	205,187	105	2024-09-30
Scharf Investments	0.784%	-5.508%	100,829	-5,877	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.025%	-0.883%	1,160,783	-10,340	2024-06-30
Morgan Stanley - Brokerage Accounts	8.029%	-1.280%	1,032,688	-13,386	2024-06-30
BlackRock Inc	5.831%	0.108%	750,013	809	2024-06-30
Principal Financial Group Inc	4.262%	-1.369%	548,147	-7,606	2024-09-30
Atlanta Capital Management Company,LLC	3.001%	0.980%	401,014	3,892	2022-09-30
State Street Corp	2.456%	2.790%	315,837	8,573	2024-06-30
State Street Corporation	2.374%	0.957%	307,264	2,912	2024-03-31
Davis Selected Advisers	2.232%	0.339%	287,061	970	2024-06-30
Baillie Gifford & Co Limited.	2.089%	-1.455%	268,746	-3,967	2024-06-30
Boston Partners Global Investors, Inc	1.846%	10.740%	237,427	23,027	2024-06-30
Wellington Management Company LLP	1.824%	-4.921%	234,550	-12,139	2024-06-30
Davenport & Company LLC	1.595%	0.051%	205,187	105	2024-09-30
Geode Capital Management, LLC	1.546%	0.662%	198,800	1,308	2024-06-30
Berkshire Hathaway Inc	1.211%	-66.350%	158,715	-312,946	2023-09-30
T. Rowe Price Investment Management,Inc.	1.198%	0.227%	154,060	349	2024-06-30
NORGES BANK	1.167%	-0.520%	150,083	-784	2024-06-30
Bank of America Corp	1.097%	0.974%	141,129	1,361	2024-06-30
Dimensional Fund Advisors, Inc.	0.883%	4.906%	113,556	5,310	2024-06-30
DF Dent & Co Inc	0.864%	-4.089%	111,143	-4,738	2024-06-30
First Manhattan Co. LLC	0.857%	0.106%	110,212	117	2024-06-30
Legal & General Group PLC	0.802%	-0.311%	103,154	-322	2024-06-30
Scharf Investments	0.784%	-5.508%	100,829	-5,877	2024-09-30
UBS Asset Mgmt Americas Inc	0.759%	39.762%	97,565	27,757	2024-06-30
Mackenzie Investments	0.752%	-25.886%	97,343	-33,999	2024-06-30
Polar Capital Holdings PLC	0.719%	-6.963%	94,200	-7,050	2023-09-30
Wells Fargo & Co	0.709%	-1.207%	93,661	-1,144	2023-09-30
California Public Employees Retrmnt Sys	0.695%	-5.241%	92,690	-5,127	2022-12-31
Douglass Winthrop Advisors, LLC	0.706%	1.720%	91,449	1,546	2024-03-31
Northern Trust Corp	0.689%	2.006%	90,276	1,775	2023-12-31
Mar Vista Investment Partners, LLC	0.668%	0.541%	89,876	484	2022-09-30
Fenimore Asset Management Inc	0.671%	-0.433%	88,734	-386	2023-09-30

Mutual Fund Ownership

Loomis Sayles Core is the biggest individual fund holder of Markel Corporation (MKL), owning a total of 520 thousand shares. Combined, the top 41 mutual fund holders of MKL own 41.73% of the company with a total of 5.4 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of MKL by 2 thousand shares. 1 funds bought 1,285 total additional shares and increased their ownership by an average of 2.44%. However 2 funds sold 2,935 total shares and decreased their ownership by an average of 1.82%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Markel Corporation decreased by a net total of -1,650 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State St Russell Sm/Mid Cp® Indx NL Cl C	0.619%	-3.442%	79,673	-2,840	2024-10-31
Spiltan Globalfond Investmentbolag	0.419%	2.443%	53,875	1,285	2024-10-31
iShares MSCI USA Min Vol Factor ETF	0.385%	-0.192%	49,484	-95	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Loomis Sayles Core	4.043%	0.000%	520,000	520,000	2024-06-30
PGI Mid-Cap Equity	3.180%	-1.895%	421,764	-8,146	2023-06-30
Principal MidCap R5	3.233%	-0.102%	415,781	-425	2024-09-30
Principal Aligned MidCap Equity	3.233%	-0.102%	415,781	-425	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.987%	1.510%	394,788	5,874	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.037%	0.079%	390,568	308	2024-09-30
Vanguard Mid Cap Index Institutional	2.025%	-1.466%	260,452	-3,876	2024-09-30
Eaton Vance Atlanta Capital SMID-Cap I	2.018%	0.000%	259,577	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.499%	-2.731%	192,769	-5,413	2024-09-30
Vanguard Extended Market Index Investor	1.383%	-0.327%	183,484	-601	2023-08-31
JHancock Disciplined Value Mid Cap I	0.901%	0.000%	115,834	0	2024-09-30
Sterling Global Leaders SMA	0.800%	0.000%	106,080	106,080	2023-06-30
Vanguard Value Index Inv	0.810%	1.888%	104,152	1,930	2024-09-30
Polar Capital Global Ins A GBP Inc	0.735%	-2.500%	97,500	-2,500	2023-08-31
Polar Capital Global Ins A Inc	0.645%	1.529%	83,000	1,250	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.619%	-3.442%	79,673	-2,840	2024-10-31
Fidelity Extended Market Index	0.586%	-3.321%	75,337	-2,588	2024-09-30
T. Rowe Price US Mid-Cap Growth Equity	0.580%	-0.267%	74,600	-200	2024-09-30
T. Rowe Price Mid-Cap Growth	0.580%	-0.267%	74,600	-200	2024-09-30
Fidelity® Extended Market Index	0.541%	1.582%	71,464	1,113	2023-11-30
Scharf Sustainable Value	0.480%	-7.894%	64,609	-5,537	2022-12-31
Kempen Intl Fds MercLan Glbl Eq F	0.482%	4.718%	61,948	2,791	2024-09-30
Kempen Intl Fds MercLan Glbl Eq Cl F	0.479%	4.718%	61,948	2,791	2024-09-30
Scharf Sustainable Value Composite	0.463%	-4.436%	61,743	-2,866	2023-05-31
Canada Life US Small-Mid Cap Growth F	0.466%	0.000%	61,149	0	2023-12-31
Allspring LT Large Cap Fundamental Div	0.466%	1.930%	61,066	1,156	2023-12-31
Hartford MidCap Y	0.428%	-2.365%	54,988	-1,332	2024-09-30
Spiltan Globalfond Investmentbolag	0.419%	2.443%	53,875	1,285	2024-10-31
FAM Value Investor	0.419%	0.000%	53,850	0	2024-09-30
Merclin Global Equity - Class F	0.400%	0.000%	51,759	0	2024-07-31
iShares MSCI USA Min Vol Factor ETF	0.385%	-0.192%	49,484	-95	2024-10-31
Davis NY Venture A	0.381%	0.000%	49,032	0	2024-07-31
Scharf Quality Value	0.376%	-12.151%	48,729	-6,740	2024-06-30
Canada Life US Small-Mid Cap Growth A	0.370%	0.000%	47,949	0	2024-05-31
Fort Washington Large Cap Focused Equity	0.358%	5.539%	46,488	2,440	2024-03-31
Vanguard Mid-Cap Value ETF	0.354%	-2.781%	46,364	-1,326	2024-02-29
Vanguard Mid-Cap Growth ETF	0.340%	-1.510%	44,367	-680	2024-03-31
Clipper	0.324%	-0.971%	42,857	-420	2023-09-30
Hennessy Focus Investor	0.309%	-6.307%	41,360	-2,784	2023-03-31
Principal MidCap SP	0.309%	-0.570%	40,787	-234	2023-11-30
Principal Aligned SMA MidCap Equity	0.292%	-0.486%	38,529	-188	2023-10-31