MKL — MARKEL GROUP INC
Reported value held$8.44B
Funds holding (latest)50
SectorFinancials
Funds holding (Q2 2026)41
Institutional value$5.65B · 2.91M sh
New / Add / Cut / Exit2 / 13 / 24 / 2
Top-5 / Top-10 concentration59.7% / 78.3%
Institutional holdings change
Accumulating +0.2%
(+6.72K sh)
Institutional value change
Up +2.2%
As of Q2 2026, 41 SEC-registered investment managers reported holding MKL (MARKEL GROUP INC) in their latest 13F filings, with a combined reported value of $5.65B across 2.91M shares. That is +0.2% by share count (+6.72K shares) versus the previous quarter, while reported value moved +2.2%. Ownership is concentrated: the five largest holders account for 59.7% of reported value and the top ten for 78.3%.
Compared with the prior quarter, 2 opened new positions, 13 added to existing stakes, 24 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MKL is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 697.84K | $1.36B | 0.02% | Reduce |
| Morgan Stanley history | 350.66K | $684.85M | 0.04% | Reduce |
| Principal Global Investors history | 307.79K | $601.19M | 0.29% | Reduce |
| Geode Capital Management history | 214.80K | $418.20M | 0.02% | Reduce |
| Baillie Gifford & Co history | 157.92K | $308.43M | 0.28% | Reduce |
| Norges Bank Investment Management history | 145.54K | $284.24M | 0.03% | Reduce |
| Bank of America Corp history | 118.59K | $231.61M | 0.01% | Reduce |
| Wellington Management Group history | 102.41K | $200.00M | 0.04% | Reduce |
| Goldman Sachs Group history | 88.21K | $172.27M | 0.02% | Add |
| Northern Trust Corp history | 84.03K | $164.10M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 77.58K | $151.51M | 0.02% | Add |
| Legal & General Investment Management America history | 62.58K | $122.22M | 0.03% | Reduce |
| Wells Fargo & Co history | 59.02K | $115.26M | 0.02% | Hold |
| UBS Group AG history | 44.27K | $86.46M | 0.01% | Reduce |
| Arrowstreet Capital history | 36.89K | $72.05M | 0.03% | Add |
| AQR Capital Management history | 36.33K | $70.90M | 0.03% | Add |
| BNY Mellon history | 34.84K | $68.05M | 0.01% | Reduce |
| Millennium Management history | 29.73K | $58.06M | 0.02% | Add |
| Deutsche Bank AG history | 28.86K | $56.37M | 0.02% | Add |
| Citadel Advisors history | 28.78K | $56.20M | 0.01% | Add |
| Amundi US history | 26.23K | $51.24M | 0.01% | Reduce |
| Renaissance Technologies history | 25.30K | $49.41M | 0.07% | Reduce |
| D. E. Shaw & Co history | 23.70K | $46.30M | 0.02% | Add |
| Invesco Ltd history | 20.95K | $40.92M | 0.00% | Reduce |
| Franklin Resources history | 15.94K | $31.13M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 14.33K | $28.02M | 0.00% | New |
| Citigroup Inc history | 11.76K | $22.98M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 10.07K | $19.67M | 0.00% | Reduce |
| Balyasny Asset Management history | 7.87K | $15.37M | 0.02% | Add |
| Point72 Asset Management history | 7.77K | $15.18M | 0.02% | Reduce |
| PNC Financial Services history | 5.93K | $11.59M | 0.01% | Add |
| Marshall Wace history | 5.93K | $11.58M | 0.01% | Reduce |
| CDPQ (Caisse de Depot) history | 4.51K | $8.81M | 0.01% | Reduce |
| CPP Investments history | 3.01K | $5.88M | 0.00% | Hold |
| National Pension Service of Korea history | 2.57K | $5.03M | 0.00% | Reduce |
| Manulife Financial history | 1.20K | $2.34M | 0.00% | Reduce |
| Saudi Arabian Monetary Authority history | 878 | $1.71M | 0.02% | Add |
| Two Sigma Investments history | 630 | $1.23M | 0.00% | New |
| Prudential Financial history | 486 | $949.16K | 0.00% | Reduce |
| Fidelity International (FIL) history | 84 | $164.05K | 0.00% | Reduce |
| T. Rowe Price Associates history | 12.50K | $24.41K | 0.00% | Add |
Q1 2026 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 710.61K | $1.36B | 0.03% | Hold |
| Principal Global Investors history | 401.88K | $769.30M | 0.41% | Reduce |
| Morgan Stanley history | 357.09K | $683.50M | 0.04% | Reduce |
| Geode Capital Management history | 221.69K | $423.10M | 0.03% | Reduce |
| Baillie Gifford & Co history | 175.07K | $335.09M | 0.34% | Reduce |
| Bank of America Corp history | 136.08K | $260.47M | 0.02% | Reduce |
| Wellington Management Group history | 106.67K | $204.18M | 0.04% | Reduce |
| Northern Trust Corp history | 85.66K | $163.95M | 0.02% | Add |
| Legal & General Investment Management America history | 70.69K | $135.32M | 0.03% | Add |
| Charles Schwab Investment Management history | 70.57K | $135.08M | 0.02% | Add |
| Wells Fargo & Co history | 59.12K | $113.17M | 0.02% | Add |
| Marshall Wace history | 53.90K | $103.17M | 0.10% | Add |
| UBS Group AG history | 52.74K | $100.95M | 0.02% | Add |
| Goldman Sachs Group history | 49.26K | $94.28M | 0.01% | Add |
| BNY Mellon history | 36.49K | $69.84M | 0.01% | Reduce |
| Renaissance Technologies history | 34.62K | $66.27M | 0.10% | Add |
| CDPQ (Caisse de Depot) history | 29.69K | $56.83M | 0.09% | Add |
| Amundi US history | 26.72K | $51.14M | 0.01% | Add |
| Deutsche Bank AG history | 26.08K | $49.92M | 0.02% | Reduce |
| Invesco Ltd history | 23.16K | $44.32M | 0.01% | Add |
| National Pension Service of Korea history | 20.63K | $39.48M | 0.03% | Add |
| Citadel Advisors history | 20.57K | $39.38M | 0.01% | Reduce |
| Franklin Resources history | 16.18K | $30.97M | 0.01% | Add |
| Millennium Management history | 15.06K | $28.82M | 0.01% | Add |
| AQR Capital Management history | 13.09K | $24.84M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 11.75K | $22.50M | 0.00% | Reduce |
| Arrowstreet Capital history | 11.47K | $21.96M | 0.01% | Add |
| Janus Henderson Group history | 11.42K | $21.83M | 0.01% | Reduce |
| D. E. Shaw & Co history | 10.35K | $19.82M | 0.01% | Add |
| Point72 Asset Management history | 8.45K | $16.17M | 0.02% | New |
| Citigroup Inc history | 6.33K | $12.11M | 0.01% | Reduce |
| PNC Financial Services history | 5.73K | $10.97M | 0.01% | Add |
| Balyasny Asset Management history | 3.68K | $7.05M | 0.01% | New |
| CPP Investments history | 3.00K | $5.74M | 0.00% | Add |
| Bridgewater Associates history | 2.05K | $3.93M | 0.02% | Add |
| Manulife Financial history | 1.23K | $2.36M | 0.00% | Add |
| Prudential Financial history | 502 | $960.86K | 0.00% | Reduce |
| Saudi Arabian Monetary Authority history | 465 | $890.04K | 0.02% | New |
| Fidelity International (FIL) history | 88 | $168.44K | 0.00% | New |
| T. Rowe Price Associates history | 11.76K | $22.50K | 0.00% | Add |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.17M | $2.52B | 0.04% | Hold |
| BlackRock Inc history | 711.29K | $1.53B | 0.03% | Reduce |
| Principal Global Investors history | 533.13K | $1.15B | 0.58% | Reduce |
| Morgan Stanley history | 392.16K | $843.02M | 0.05% | Reduce |
| Geode Capital Management history | 224.96K | $482.19M | 0.03% | Hold |
| Baillie Gifford & Co history | 188.44K | $405.07M | 0.34% | Reduce |
| Norges Bank Investment Management history | 147.74K | $317.58M | 0.03% | Add |
| Bank of America Corp history | 147.28K | $316.60M | 0.02% | Reduce |
| Wellington Management Group history | 111.90K | $240.54M | 0.04% | Reduce |
| Northern Trust Corp history | 84.62K | $181.90M | 0.02% | Reduce |
| Legal & General Investment Management America history | 68.96K | $148.23M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 67.39K | $144.86M | 0.02% | Add |
| Wells Fargo & Co history | 58.13K | $124.96M | 0.02% | Hold |
| Goldman Sachs Group history | 47.38K | $101.86M | 0.01% | Hold |
| BNY Mellon history | 39.06K | $83.97M | 0.01% | Reduce |
| UBS Group AG history | 31.69K | $68.12M | 0.01% | Reduce |
| Deutsche Bank AG history | 30.16K | $64.83M | 0.02% | Reduce |
| Amundi US history | 26.19K | $56.30M | 0.02% | Add |
| Renaissance Technologies history | 26.03K | $55.96M | 0.09% | Add |
| Citadel Advisors history | 23.40K | $50.30M | 0.01% | Reduce |
| National Pension Service of Korea history | 20.00K | $43.00M | 0.03% | Add |
| Invesco Ltd history | 19.16K | $41.18M | 0.01% | Add |
| Marshall Wace history | 19.00K | $40.84M | 0.04% | Add |
| CDPQ (Caisse de Depot) history | 15.64K | $33.61M | 0.06% | Add |
| AQR Capital Management history | 15.60K | $33.54M | 0.02% | Reduce |
| Janus Henderson Group history | 14.90K | $32.05M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 14.86K | $31.94M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 12.33K | $26.51M | 0.00% | Reduce |
| Millennium Management history | 12.15K | $26.12M | 0.01% | Reduce |
| Franklin Resources history | 10.78K | $23.17M | 0.01% | Add |
| D. E. Shaw & Co history | 10.28K | $22.10M | 0.01% | Add |
| Citigroup Inc history | 6.58K | $14.15M | 0.01% | Add |
| PNC Financial Services history | 5.48K | $11.77M | 0.01% | Reduce |
| Arrowstreet Capital history | 2.27K | $4.87M | 0.00% | New |
| Bridgewater Associates history | 2.02K | $4.33M | 0.02% | New |
| Manulife Financial history | 1.22K | $2.62M | 0.00% | Hold |
| CPP Investments history | 1.01K | $2.17M | 0.00% | Add |
| Prudential Financial history | 575 | $1.25M | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.61K | $22.80K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.17M | $2.24B | 0.03% | Hold |
| BlackRock Inc history | 720.01K | $1.38B | 0.03% | Add |
| Principal Global Investors history | 547.19K | $1.05B | 0.53% | Add |
| Morgan Stanley history | 448.43K | $857.11M | 0.05% | Reduce |
| Geode Capital Management history | 225.31K | $429.36M | 0.03% | Add |
| Baillie Gifford & Co history | 196.89K | $376.32M | 0.28% | Reduce |
| Bank of America Corp history | 153.10K | $292.63M | 0.02% | Add |
| Wellington Management Group history | 122.84K | $234.79M | 0.04% | Reduce |
| Northern Trust Corp history | 95.40K | $182.34M | 0.02% | Reduce |
| Legal & General Investment Management America history | 73.28K | $140.06M | 0.03% | Hold |
| Charles Schwab Investment Management history | 65.28K | $124.77M | 0.02% | Add |
| UBS Group AG history | 59.33K | $113.39M | 0.02% | Add |
| Wells Fargo & Co history | 57.99K | $110.85M | 0.02% | Add |
| Goldman Sachs Group history | 47.25K | $90.32M | 0.01% | Add |
| BNY Mellon history | 40.48K | $77.37M | 0.01% | Reduce |
| Deutsche Bank AG history | 30.80K | $58.87M | 0.02% | Add |
| Citadel Advisors history | 24.50K | $46.83M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 23.12K | $44.19M | 0.00% | Reduce |
| Amundi US history | 22.43K | $43.92M | 0.01% | Reduce |
| Renaissance Technologies history | 21.78K | $41.63M | 0.06% | Reduce |
| National Pension Service of Korea history | 19.67K | $37.59M | 0.03% | Add |
| Invesco Ltd history | 18.77K | $35.87M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 16.72K | $31.97M | 0.00% | Add |
| Millennium Management history | 16.61K | $31.75M | 0.01% | Add |
| Janus Henderson Group history | 16.56K | $31.68M | 0.01% | Reduce |
| AQR Capital Management history | 15.69K | $29.78M | 0.02% | Reduce |
| CDPQ (Caisse de Depot) history | 9.91K | $18.95M | 0.03% | Reduce |
| Franklin Resources history | 9.60K | $18.36M | 0.01% | Reduce |
| Marshall Wace history | 9.58K | $18.31M | 0.02% | Add |
| Citigroup Inc history | 6.05K | $11.56M | 0.01% | Reduce |
| PNC Financial Services history | 5.51K | $10.54M | 0.01% | Reduce |
| D. E. Shaw & Co history | 3.97K | $7.59M | 0.01% | Reduce |
| Manulife Financial history | 1.22K | $2.34M | 0.00% | Reduce |
| Prudential Financial history | 959 | $1.83M | 0.00% | Reduce |
| CPP Investments history | 690 | $1.32M | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.09K | $19.29K | 0.00% | Add |
Q2 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.17M | $2.33B | 0.04% | Add |
| BlackRock Inc history | 712.27K | $1.42B | 0.03% | Reduce |
| Principal Global Investors history | 537.69K | $1.07B | 0.57% | Reduce |
| Morgan Stanley history | 471.89K | $942.54M | 0.06% | Reduce |
| Geode Capital Management history | 213.50K | $425.04M | 0.03% | Reduce |
| Baillie Gifford & Co history | 201.62K | $402.71M | 0.30% | Reduce |
| Bank of America Corp history | 144.56K | $288.74M | 0.02% | Hold |
| Norges Bank Investment Management history | 144.37K | $288.36M | 0.04% | Reduce |
| Wellington Management Group history | 131.95K | $263.56M | 0.05% | Reduce |
| Northern Trust Corp history | 98.29K | $196.32M | 0.03% | Add |
| Legal & General Investment Management America history | 72.99K | $145.79M | 0.04% | Reduce |
| Charles Schwab Investment Management history | 62.06K | $123.97M | 0.02% | Add |
| Wells Fargo & Co history | 56.61K | $113.07M | 0.02% | Reduce |
| UBS Group AG history | 49.59K | $99.06M | 0.02% | Reduce |
| BNY Mellon history | 41.67K | $83.24M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 41.49K | $82.86M | 0.01% | Add |
| Citadel Advisors history | 33.09K | $66.09M | 0.01% | Add |
| Goldman Sachs Group history | 31.87K | $63.65M | 0.01% | Reduce |
| Deutsche Bank AG history | 26.29K | $52.51M | 0.02% | Add |
| Amundi US history | 26.62K | $52.22M | 0.02% | Add |
| Renaissance Technologies history | 25.01K | $49.96M | 0.07% | Reduce |
| Janus Henderson Group history | 22.84K | $45.58M | 0.02% | Add |
| Invesco Ltd history | 20.04K | $40.03M | 0.01% | Add |
| National Pension Service of Korea history | 19.44K | $38.83M | 0.03% | Add |
| CPP Investments history | 18.12K | $36.19M | 0.03% | Add |
| AQR Capital Management history | 17.61K | $35.14M | 0.03% | Reduce |
| JPMorgan Chase & Co history | 15.53K | $31.02M | 0.00% | Reduce |
| Millennium Management history | 11.18K | $22.33M | 0.01% | Add |
| CDPQ (Caisse de Depot) history | 10.14K | $20.26M | 0.04% | Reduce |
| Franklin Resources history | 9.98K | $19.94M | 0.01% | Add |
| Citigroup Inc history | 8.03K | $16.03M | 0.01% | Reduce |
| D. E. Shaw & Co history | 6.02K | $12.02M | 0.01% | Add |
| PNC Financial Services history | 5.56K | $11.11M | 0.01% | Reduce |
| Marshall Wace history | 1.84K | $3.68M | 0.00% | Reduce |
| Manulife Financial history | 1.70K | $3.39M | 0.00% | Add |
| Prudential Financial history | 1.02K | $2.05M | 0.00% | Add |
| Arrowstreet Capital history | 232 | $463.39K | 0.00% | New |
| T. Rowe Price Associates history | 9.42K | $18.82K | 0.00% | Add |
| Lazard Asset Management history | 113 | $224 | 0.00% | Reduce |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 1.16M | $2.17B | 0.04% | Add |
| BlackRock Inc history | 766.72K | $1.43B | 0.03% | Add |
| Principal Global Investors history | 543.93K | $1.02B | 0.57% | Reduce |
| Morgan Stanley history | 482.10K | $901.35M | 0.07% | Reduce |
| Geode Capital Management history | 220.00K | $410.35M | 0.03% | Add |
| Baillie Gifford & Co history | 210.48K | $393.52M | 0.34% | Reduce |
| Bank of America Corp history | 144.76K | $270.64M | 0.02% | Add |
| Wellington Management Group history | 139.88K | $261.52M | 0.05% | Reduce |
| Northern Trust Corp history | 92.66K | $173.23M | 0.03% | Reduce |
| UBS Group AG history | 83.58K | $156.26M | 0.03% | Reduce |
| Legal & General Investment Management America history | 80.20K | $149.95M | 0.04% | Add |
| Charles Schwab Investment Management history | 60.74K | $113.56M | 0.02% | Add |
| Wells Fargo & Co history | 57.04K | $106.65M | 0.03% | Reduce |
| BNY Mellon history | 47.26K | $88.36M | 0.02% | Reduce |
| Goldman Sachs Group history | 34.70K | $64.88M | 0.01% | Add |
| Renaissance Technologies history | 27.92K | $52.20M | 0.08% | Add |
| Fidelity Management & Research (FMR) history | 27.44K | $51.30M | 0.00% | Add |
| JPMorgan Chase & Co history | 26.03K | $48.67M | 0.01% | Add |
| Citadel Advisors history | 24.49K | $45.79M | 0.01% | Add |
| AQR Capital Management history | 23.37K | $43.12M | 0.04% | Reduce |
| Deutsche Bank AG history | 21.40K | $40.00M | 0.02% | Reduce |
| National Pension Service of Korea history | 19.31K | $36.09M | 0.04% | Reduce |
| Invesco Ltd history | 17.34K | $32.42M | 0.01% | Add |
| Amundi US history | 17.60K | $32.16M | 0.01% | Reduce |
| Janus Henderson Group history | 15.95K | $29.58M | 0.02% | Reduce |
| CDPQ (Caisse de Depot) history | 15.62K | $29.20M | 0.06% | Add |
| CPP Investments history | 14.77K | $27.61M | 0.03% | Add |
| Citigroup Inc history | 8.23K | $15.39M | 0.01% | Reduce |
| Marshall Wace history | 7.76K | $14.52M | 0.02% | Add |
| D. E. Shaw & Co history | 5.98K | $11.18M | 0.01% | Reduce |
| PNC Financial Services history | 5.92K | $11.06M | 0.01% | Add |
| Franklin Resources history | 5.86K | $10.95M | 0.00% | Add |
| Millennium Management history | 2.85K | $5.32M | 0.00% | Reduce |
| Manulife Financial history | 1.58K | $2.96M | 0.00% | Hold |
| Prudential Financial history | 735 | $1.37M | 0.00% | Add |
| T. Rowe Price Associates history | 9.14K | $17.08K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 5 | $9.35K | 0.05% | New |
| Lazard Asset Management history | 147 | $274 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 14.33K sh · $28.02M
- Two Sigma Investments 630 sh · $1.23M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 11.42K sh · $21.83M
- Bridgewater Associates sold 2.05K sh · $3.93M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 697.84K | 710.61K | 711.29K | 720.01K | 712.27K | 766.72K | 755.02K | 746.99K | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 350.66K | 357.09K | 392.16K | 448.43K | 471.89K | 482.10K | 517.07K | 521.98K | 516.34K | 523.04K | 520.02K | 539.21K | 522.61K | 522.08K | 530.60K | 85.42K | 90.85K | 46.93K | 48.56K | 43.12K |
| Principal Global Investors | 307.79K | 401.88K | 533.13K | 547.19K | 537.69K | 543.93K | 548.22K | 548.15K | 555.75K | 561.49K | 564.61K | 569.35K | 571.81K | 585.45K | 596.73K | 606.84K | 607.75K | 606.60K | 583.44K | 608.51K |
| Geode Capital Management | 214.80K | 221.69K | 224.96K | 225.31K | 213.50K | 220.00K | 209.28K | 209.05K | 198.80K | 197.49K | 190.74K | 183.31K | 180.87K | 178.79K | 173.92K | 170.98K | 169.71K | 178.22K | 175.90K | 167.55K |
| Baillie Gifford & Co | 157.92K | 175.07K | 188.44K | 196.89K | 201.62K | 210.48K | 227.22K | 259.12K | 268.75K | 272.71K | 290.06K | 302.68K | 309.30K | 317.43K | 350.05K | 364.49K | 377.19K | 385.73K | 420.67K | 420.78K |
| Norges Bank Investment Management | 145.54K | — | 147.74K | — | 144.37K | — | 147.60K | — | 150.08K | — | 150.87K | — | — | — | 138.47K | — | — | — | — | — |
| Bank of America Corp | 118.59K | 136.08K | 147.28K | 153.10K | 144.56K | 144.76K | 141.00K | 140.08K | 141.13K | 139.77K | 141.47K | 128.13K | 126.29K | 131.81K | 131.85K | 122.30K | 119.00K | 121.12K | 122.66K | 124.53K |
| Wellington Management Group | 102.41K | 106.67K | 111.90K | 122.84K | 131.95K | 139.88K | 146.90K | 199.67K | 234.55K | 246.69K | 256.10K | 275.47K | 286.55K | 291.57K | 308.94K | 306.00K | 317.91K | 334.29K | 334.27K | 454.61K |
| Goldman Sachs Group | 88.21K | 49.26K | 47.38K | 47.25K | 31.87K | 34.70K | 31.62K | 30.94K | 32.07K | 30.66K | 36.97K | 47.69K | 45.09K | 47.37K | 46.35K | 50.95K | 54.88K | 61.14K | 65.61K | 53.17K |
| Northern Trust Corp | 84.03K | 85.66K | 84.62K | 95.40K | 98.29K | 92.66K | 94.38K | 82.73K | 91.17K | 85.43K | 90.28K | 88.50K | 86.57K | 93.14K | 93.13K | 92.34K | 93.91K | 96.33K | 98.21K | 100.36K |
| Charles Schwab Investment Management | 77.58K | 70.57K | 67.39K | 65.28K | 62.06K | 60.74K | 57.92K | 55.72K | 54.95K | 53.35K | 52.25K | 50.73K | 50.62K | 50.06K | 49.16K | 47.79K | 47.41K | 47.30K | 46.12K | 44.77K |
| Legal & General Investment Management America | 62.58K | 70.69K | 68.96K | 73.28K | 72.99K | 80.20K | 79.02K | 99.35K | 103.15K | 102.68K | 103.42K | 94.78K | 92.05K | 94.71K | 95.24K | 101.59K | 114.69K | 106.97K | 99.41K | 107.73K |
| Wells Fargo & Co | 59.02K | 59.12K | 58.13K | 57.99K | 56.61K | 57.04K | 63.48K | 66.58K | 65.44K | 67.64K | 76.44K | 93.66K | 94.81K | 95.27K | 92.42K | 92.38K | 77.96K | 77.29K | 76.38K | 1.00K |
| UBS Group AG | 44.27K | 52.74K | 31.69K | 59.33K | 49.59K | 83.58K | 133.86K | 42.62K | 32.28K | 34.69K | 17.10K | 21.37K | 19.60K | 16.48K | 12.62K | 9.39K | 6.84K | 11.48K | 8.23K | 8.24K |
| Arrowstreet Capital | 36.89K | 11.47K | 2.27K | — | 232 | — | — | — | 271 | 4.51K | 3.74K | 533 | — | — | — | — | — | — | 716 | — |
| AQR Capital Management | 36.33K | 13.09K | 15.60K | 15.69K | 17.61K | 23.37K | 28.13K | 30.98K | 29.82K | 37.89K | 35.73K | 15.44K | 6.79K | 7.81K | 10.89K | 15.21K | 29.14K | 65.01K | 65.52K | 83.37K |
| BNY Mellon | 34.84K | 36.49K | 39.06K | 40.48K | 41.67K | 47.26K | 47.91K | 49.74K | 49.68K | 48.25K | 52.63K | 54.93K | 54.57K | 57.39K | 61.17K | 61.55K | 56.06K | 54.67K | 79.06K | 78.04K |
| Millennium Management | 29.73K | 15.06K | 12.15K | 16.61K | 11.18K | 2.85K | 12.64K | 2.17K | 10.83K | — | 7.58K | 14.66K | 7.25K | 2.81K | 995 | 7.28K | 15.61K | 9.02K | 45.73K | 53.33K |
| Deutsche Bank AG | 28.86K | 26.08K | 30.16K | 30.80K | 26.29K | 21.40K | 27.71K | 25.28K | 18.81K | 22.05K | 14.78K | 12.59K | 15.59K | 13.72K | 14.20K | 16.84K | 15.43K | 17.89K | 17.30K | 18.55K |
| Citadel Advisors | 28.78K | 20.57K | 23.40K | 24.50K | 33.09K | 24.49K | 17.77K | 46.79K | 26.53K | 21.60K | 27.85K | 39.22K | 18.10K | 32.80K | 81.41K | 127.93K | 130.79K | 40.20K | 62.50K | 35.59K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details