Markel Corporation (MKL) Ownership

1,472.19 ↑0.77 (0.05%)

As of April 23, 2024, 12:22pm 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 27 institutional holders of MKL own 52.64% of the company with a total of 6.9 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of MKL by 360 thousand shares. 15 institutions bought 473,786 total additional shares and increased their ownership by an average of 41.92%. However 5 institutions sold 113,810 total shares and decreased their ownership by an average of 6.87%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Markel Corporation increased by a net total of 359,976 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.090%	0.779%	1,191,714	9,216	2023-12-31
BlackRock Inc	5.820%	20.414%	762,974	129,349	2023-12-31
Principal Financial Group Inc	4.307%	-0.834%	564,605	-4,748	2023-12-31
Morgan Stanley - Brokerage Accounts	3.967%	-3.559%	520,018	-19,189	2023-12-31
State Street Corporation	2.322%	5.564%	304,352	16,042	2023-12-31
Davis Selected Advisers	2.293%	14.689%	300,604	38,501	2023-12-31
Baillie Gifford & Co Limited.	2.213%	-4.171%	290,056	-12,625	2023-12-31
Wellington Management Company LLP	1.954%	-7.032%	256,104	-19,370	2023-12-31
Davenport & Company LLC	1.911%	-18.766%	250,544	-57,878	2023-12-31
Geode Capital Management, LLC	1.455%	4.058%	190,743	7,438	2023-12-31
Boston Partners Global Investors, Inc	1.197%	400.150%	156,872	125,507	2023-12-31
T. Rowe Price Investment Management,Inc.	1.161%	127.765%	152,220	85,388	2023-12-31
NORGES BANK	1.151%	8.950%	150,867	12,393	2023-12-31
Bank of America Corp	1.079%	10.413%	141,468	13,342	2023-12-31
Mackenzie Investments	0.988%	2.757%	129,541	3,476	2023-12-31
Scharf Investments	0.968%	4.044%	126,920	4,933	2023-12-31
DF Dent & Co Inc	0.853%	10.999%	111,881	11,086	2023-12-31
Legal & General Group PLC	0.789%	9.116%	103,421	8,640	2023-12-31
Dimensional Fund Advisors, Inc.	0.765%	7.155%	100,339	6,700	2023-12-31
Northern Trust Corp	0.689%	2.006%	90,276	1,775	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.090%	0.779%	1,191,714	9,216	2023-12-31
BlackRock Inc	5.820%	20.414%	762,974	129,349	2023-12-31
Principal Financial Group Inc	4.307%	-0.834%	564,605	-4,748	2023-12-31
Morgan Stanley - Brokerage Accounts	3.967%	-3.559%	520,018	-19,189	2023-12-31
Atlanta Capital Management Company,LLC	3.001%	0.980%	401,014	3,892	2022-09-30
State Street Corporation	2.322%	5.564%	304,352	16,042	2023-12-31
Davis Selected Advisers	2.293%	14.689%	300,604	38,501	2023-12-31
Baillie Gifford & Co Limited.	2.213%	-4.171%	290,056	-12,625	2023-12-31
Wellington Management Company LLP	1.954%	-7.032%	256,104	-19,370	2023-12-31
Davenport & Company LLC	1.911%	-18.766%	250,544	-57,878	2023-12-31
Geode Capital Management, LLC	1.455%	4.058%	190,743	7,438	2023-12-31
Berkshire Hathaway Inc	1.211%	-66.350%	158,715	-312,946	2023-09-30
Boston Partners Global Investors, Inc	1.197%	400.150%	156,872	125,507	2023-12-31
T. Rowe Price Investment Management,Inc.	1.161%	127.765%	152,220	85,388	2023-12-31
NORGES BANK	1.151%	8.950%	150,867	12,393	2023-12-31
Bank of America Corp	1.079%	10.413%	141,468	13,342	2023-12-31
Mackenzie Investments	0.988%	2.757%	129,541	3,476	2023-12-31
Scharf Investments	0.968%	4.044%	126,920	4,933	2023-12-31
DF Dent & Co Inc	0.853%	10.999%	111,881	11,086	2023-12-31
Legal & General Group PLC	0.789%	9.116%	103,421	8,640	2023-12-31
Dimensional Fund Advisors, Inc.	0.765%	7.155%	100,339	6,700	2023-12-31
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
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

PGI Mid-Cap Equity is the biggest individual fund holder of Markel Corporation (MKL), owning a total of 422 thousand shares. Combined, the top 35 mutual fund holders of MKL own 35.24% of the company with a total of 4.6 million shares.

In the latest ownership report on February 29th 2024, the top 35 fund holders increased their combined ownership of MKL by 6 thousand shares. 5 funds bought 5,588 total additional shares and increased their ownership by an average of 0.94%. However 7 funds sold 11,395 total shares and decreased their ownership by an average of 2.04%.

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 -5,807 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Principal MidCap R5	3.174%	0.221%	416,057	916	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.006%	-0.234%	394,023	-924	2024-02-29
Vanguard Mid Cap Index Institutional	2.140%	-0.269%	280,610	-757	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.496%	1.105%	196,138	2,144	2024-02-29
Vanguard Value Index Inv	0.801%	0.410%	104,997	429	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.609%	2.346%	79,853	1,830	2024-02-29
Polar Capital Global Ins A Inc	0.606%	-6.471%	79,500	-5,500	2024-02-29
Hartford MidCap Y	0.520%	-2.409%	68,214	-1,684	2024-02-29
Scharf Quality Value	0.443%	-0.403%	58,128	-235	2024-02-29
iShares MSCI USA Min Vol Factor ETF	0.430%	-1.688%	56,423	-969	2024-02-29
Vanguard Mid-Cap Value ETF	0.354%	-2.781%	46,364	-1,326	2024-02-29
Vanguard Mid-Cap Growth ETF	0.344%	0.601%	45,047	269	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PGI Mid-Cap Equity	3.180%	-1.895%	421,764	-8,146	2023-06-30
Principal Aligned MidCap Equity	3.176%	-0.987%	416,319	-4,149	2023-12-31
Principal MidCap R5	3.174%	0.221%	416,057	916	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.987%	1.510%	394,788	5,874	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.006%	-0.234%	394,023	-924	2024-02-29
Vanguard Mid Cap Index Institutional	2.140%	-0.269%	280,610	-757	2024-02-29
Eaton Vance Atlanta Capital SMID-Cap I	2.005%	0.000%	262,848	0	2024-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.496%	1.105%	196,138	2,144	2024-02-29
Vanguard Extended Market Index Investor	1.383%	-0.327%	183,484	-601	2023-08-31
Sterling Global Leaders SMA	0.800%	0.000%	106,080	106,080	2023-06-30
Vanguard Value Index Inv	0.801%	0.410%	104,997	429	2024-02-29
Polar Capital Global Ins A GBP Inc	0.735%	-2.500%	97,500	-2,500	2023-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.609%	2.346%	79,853	1,830	2024-02-29
Polar Capital Global Ins A Inc	0.606%	-6.471%	79,500	-5,500	2024-02-29
T. Rowe Price US Mid-Cap Growth Equity	0.571%	127.660%	74,900	42,000	2023-12-31
T. Rowe Price Mid-Cap Growth	0.571%	127.660%	74,900	42,000	2023-12-31
Fidelity Extended Market Index	0.564%	1.180%	73,897	862	2024-01-31
Fidelity® Extended Market Index	0.541%	1.582%	71,464	1,113	2023-11-30
Hartford MidCap Y	0.520%	-2.409%	68,214	-1,684	2024-02-29
Scharf Sustainable Value	0.480%	-7.894%	64,609	-5,537	2022-12-31
JHancock Disciplined Value Mid Cap I	0.487%	-1.316%	63,834	-851	2024-01-31
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
Canada Life US Small-Mid Cap Growth A	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
Scharf Quality Value	0.443%	-0.403%	58,128	-235	2024-02-29
iShares MSCI USA Min Vol Factor ETF	0.430%	-1.688%	56,423	-969	2024-02-29
FAM Value Investor	0.411%	0.000%	53,850	0	2023-12-31
Vanguard Mid-Cap Value ETF	0.354%	-2.781%	46,364	-1,326	2024-02-29
Vanguard Mid-Cap Growth ETF	0.344%	0.601%	45,047	269	2024-02-29
Fort Washington Large Cap Focused Equity	0.333%	0.000%	44,048	0	2023-09-30
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