Markel Ownership | Who Owns Markel?
Markel Ownership Summary
Markel is owned by 78.85% institutional investors, 2.02% insiders, and 19.13% 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 | 78.85% | 2.02% | 19.13% |
Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
Industry | Property & Casualty Insurance Stocks | 67.79% | 14.88% | 17.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 1.15M | 8.86% | $1.99B |
Blackrock | 750.01K | 5.71% | $1.18B |
Blackrock funding, inc. /de | 712.27K | 5.61% | $1.42B |
Principal financial group | 548.22K | 4.22% | $946.35M |
Morgan stanley | 516.34K | 3.93% | $813.59M |
Davis selected advisers | 371.13K | 2.92% | $741.28M |
Select equity group | 336.37K | 2.65% | $671.85M |
State street | 315.84K | 2.40% | $497.65M |
Boston partners | 237.43K | 1.81% | $374.13M |
Baillie gifford | 227.22K | 1.75% | $392.23M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Graham co master retirement trust | 58.01K | 16.09% | $115.86M |
Jana partners management, lp | 151.43K | 15.19% | $302.46M |
Citadel investment advisory | 15.44K | 14.93% | $30.83M |
Steginsky capital | 40.34K | 14.91% | $69.63M |
Graham | 55.43K | 12.45% | $110.71M |
Capco asset management | 27.04K | 11.36% | $54.01M |
Banyan capital management | 10.79K | 11.08% | $21.56M |
Avenir | 48.79K | 10.02% | $97.45M |
Greenlea lane capital management | 22.76K | 9.79% | $35.86M |
Barr e s | 80.85K | 8.26% | $139.57M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 147.60K | 0.03% | 147.60K |
Select equity group | 336.37K | 2.82% | 145.15K |
Ubs group | 111.06K | 0.04% | 68.43K |
Boston partners | 237.43K | 0.46% | 23.03K |
Fmr | 26.11K | 0.00% | 18.37K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Proficio capital partners | - | - | -98.39K |
Blackrock funding, inc. /de | 712.27K | 0.03% | -54.45K |
Wellington management group llp | 146.90K | 0.05% | -52.77K |
Baillie gifford | 227.22K | 0.30% | -31.89K |
Empirical asset management | - | - | -31.38K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 147.60K | 0.03% | 147.60K | $254.79M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 6.54K | 0.12% | 6.54K | $10.31M |
Hennessy advisors | 4.60K | 0.31% | 4.60K | $9.19M |
Lighthouse investment partners | 4.26K | 0.32% | 4.26K | $8.50M |
Symphony financial | 4.02K | 0.17% | 4.02K | $8.02M |
Sold Out
Holder | Change |
---|---|
Pineridge advisors | -1.00 |
Northwest financial 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 % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 836 | -1.53% | 10,011,600 | -1.26% | 78 | 1.26% | 355 | -3.27% | 282 | -5.05% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Loomis Sayles Core | 520.00K | 4.02% | 520.00K |
Principal Aligned MidCap Equity | 407.93K | 3.22% | -3.33K |
Principal MidCap R5 | 406.62K | 3.21% | -1.31K |
Vanguard US Total Market Shares ETF | 390.57K | 3.07% | 308.00 |
Vanguard Total Stock Mkt Idx Inv | 378.78K | 2.99% | -9.18K |
Vanguard Mid Cap Index Institutional | 268.83K | 2.12% | 2.90K |
Eaton Vance Atlanta Capital SMID-Cap I | 225.14K | 1.78% | -1.36K |
Vanguard Institutional Extnd Mkt Idx Tr | 136.20K | 1.08% | -58.96K |
JHancock Disciplined Value Mid Cap I | 133.77K | 1.06% | - |
Vanguard Value Index Inv | 106.81K | 0.84% | -134.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 25, 2025 | Grandis Meade P. | CAO and Controller | Sell | $148.78K |
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 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 1 |
2025 Q2 | 2 | 3 |
2025 Q1 | 1 | 51 |
2024 Q4 | 1 | - |
2024 Q3 | 3 | - |
MKL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools