Smart Money Radar / Tickers / MKL

MKL Insurance

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
666
of 920 total, index funds excluded
This quarter
+84
100 out
Conviction
3 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $17.6B held
FundValueNote
BlackRock, Inc. $1.4B
VANGUARD CAPITAL MANAGEMENT… $1.0B
VANGUARD PORTFOLIO MANAGEME… $1.0B
PRINCIPAL FINANCIAL GROUP I… $769M
Davis Selected Advisers $734M
Select Equity Group, L.P. $723M
MORGAN STANLEY $683M
STATE STREET CORP $588M
Boston Partners $480M
VAN LANSCHOT KEMPEN INVESTM… $433M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.