Markel Ownership | Who Owns Markel?
Markel Ownership Summary
Markel is owned by 77.95% institutional investors, 2.01% insiders, and 20.05% retail investors. Vanguard group is the largest institutional shareholder, holding 8.86% of MKL shares. Loomis Sayles Core is the top mutual fund, with 4.02% of its assets in Markel shares.
MKL Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Markel | 77.95% | 2.01% | 20.05% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Property & Casualty Insurance Stocks | 47.94% | 13.15% | 38.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 1.15M | 8.86% | $1.99B |
Blackrock funding, inc. /de | 755.02K | 5.81% | $1.30B |
Blackrock | 750.01K | 5.71% | $1.18B |
Principal financial group | 548.22K | 4.22% | $946.35M |
Morgan stanley | 516.34K | 3.93% | $813.59M |
State street | 315.84K | 2.40% | $497.65M |
Davis selected advisers | 287.06K | 2.19% | $452.31M |
Boston partners | 237.43K | 1.81% | $374.13M |
Baillie gifford | 227.22K | 1.75% | $392.23M |
Geode capital management | 209.28K | 1.61% | $360.60M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Graham co master retirement trust | 58.01K | 15.07% | $100.14M |
Steginsky capital | 40.34K | 14.91% | $69.63M |
Citadel investment advisory | 15.94K | 14.26% | $27.51M |
Graham | 55.43K | 11.22% | $95.69M |
Banyan capital management | 10.69K | 11.07% | $18.46M |
Capco asset management | 28.01K | 10.87% | $48.34M |
Greenlea lane capital management | 22.76K | 9.79% | $35.86M |
Avenir | 54.57K | 9.64% | $94.20M |
Jcp investment management | 9.38K | 9.55% | $16.20M |
Jana partners management, lp | 108.93K | 9.25% | $188.03M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 147.60K | 0.03% | 147.60K |
Jana partners management, lp | 108.93K | 9.25% | 108.93K |
Ubs group | 111.06K | 0.04% | 68.43K |
Raymond james financial | 57.20K | 0.04% | 57.20K |
Boston partners | 237.43K | 0.46% | 23.03K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Proficio capital partners | - | - | -98.39K |
Global assets advisory | - | - | -87.51K |
Wellington management group llp | 146.90K | 0.05% | -52.77K |
First manhattan co. llc. | 49.04K | 0.25% | -42.57K |
Baillie gifford | 227.22K | 0.30% | -31.89K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 147.60K | 0.03% | 147.60K | $254.79M |
Jana partners management, lp | 108.93K | 9.25% | 108.93K | $188.03M |
Raymond james financial | 57.20K | 0.04% | 57.20K | $98.74M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 6.54K | 0.12% | 6.54K | $10.31M |
Hrt financial lp | 1.90K | 0.02% | 1.90K | $3.29M |
Sold Out
Holder | Change |
---|---|
Northwest financial advisors | -1.00 |
Pineridge advisors | -1.00 |
First premier bank | -1.00 |
Rakuten securities | -1.00 |
Innealta capital | -1.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2025 | 836 | 1.09% | 9,980,374 | -0.76% | 77 | 1.30% | 359 | 2.28% | 293 | 3.17% |
Dec 31, 2024 | 752 | -4.81% | 8,815,086 | -9.11% | 67 | 1.22% | 314 | -14.67% | 256 | 8.02% |
Sep 30, 2024 | 781 | -3.82% | 9,692,789 | -2.91% | 74 | 1.28% | 362 | 4.93% | 235 | -15.47% |
Jun 30, 2024 | 798 | 6.40% | 9,935,407 | -1.20% | 75 | 1.29% | 340 | -6.34% | 273 | 18.18% |
Mar 31, 2024 | 750 | 2.18% | 10,056,140 | -1.24% | 76 | 1.29% | 363 | 6.14% | 231 | -0.86% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Loomis Sayles Core | 520.00K | 4.02% | 520.00K |
Principal MidCap R5 | 411.26K | 3.24% | - |
Principal Aligned MidCap Equity | 411.26K | 3.24% | -2.61K |
Vanguard US Total Market Shares ETF | 390.57K | 3.07% | 308.00 |
Vanguard Total Stock Mkt Idx Inv | 388.92K | 3.07% | 6.59K |
Vanguard Mid Cap Index Institutional | 263.84K | 2.08% | 2.58K |
Eaton Vance Atlanta Capital SMID-Cap I | 226.50K | 1.79% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 197.82K | 1.56% | 1.10K |
JHancock Disciplined Value Mid Cap I | 136.61K | 1.08% | -4.53K |
Vanguard Value Index Inv | 106.56K | 0.84% | -123.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
May 23, 2025 | Harris Greta J | - | Sell | $167.53K |
May 22, 2025 | Cunningham Lawrence A | - | Buy | $27.73K |
May 22, 2025 | Cunningham Lawrence A | - | Buy | $18.55K |
May 19, 2025 | Grandis Meade P. | CAO and Controller | Sell | $764.66K |
May 05, 2025 | Grandis Meade P. | CAO and Controller | Sell | $750.98K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | 2 | 2 |
2025 Q1 | 1 | 51 |
2024 Q4 | 1 | - |
2024 Q3 | 3 | - |
2024 Q2 | - | 21 |
MKL Ownership FAQ
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