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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.48B
2
BlackRock
BlackRock
New York
$1.08B
3
Boston Partners
Boston Partners
Massachusetts
$223M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$216M
5
Jennison Associates
Jennison Associates
New York
$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$0
2
ESCM
Echo Street Capital Management
New York
$0
3
Victory Capital Management
Victory Capital Management
Texas
$9.75M
4
DC
Davenport & Co
Virginia
$355M
5
MVIP
Mar Vista Investment Partners
California
$19.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFLIT
226
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$3.3M – – –
FHB
227
First Hawaiian Bank
Hawaii
$3.29M +$281K +198 +9%
Pathstone Holdings
228
Pathstone Holdings
New Jersey
$3.29M +$3.29M +2,317 New
LIP
229
Liontrust Investment Partners
United Kingdom
$3.24M +$612K +431 +23%
URS
230
Utah Retirement Systems
Utah
$3.23M +$11.4K +8 +0.4%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$3.18M +$1.42K +1 +0%
BZWA
232
Blue Zone Wealth Advisors
California
$3.13M +$90.9K +64 +3%
AM
233
AGF Management
Ontario, Canada
$3.13M +$3.13M +2,201 New
NIM
234
Needham Investment Management
New York
$3.05M +$639K +450 +26%
HA
235
Heartland Advisors
Wisconsin
$3.05M -$1.37M -962 -31%
DADC
236
D.A. Davidson & Co
Montana
$3M +$45.4K +32 +2%
FG
237
Fiduciary Group
Georgia
$2.99M -$304K -214 -9%
RI
238
Ridgewood Investments
New Jersey
$2.97M -$17K -12 -0.6%
SSA
239
Schonfeld Strategic Advisors
New York
$2.95M +$1.44M +1,017 +96%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$2.92M -$11.9M -8,393 -80%
BI
241
Berkeley Inc
Idaho
$2.92M +$1.36M +958 +87%
AI
242
Atria Investments
North Carolina
$2.86M -$106K -75 -4%
VA
243
Vident Advisory
Georgia
$2.85M +$115K +81 +4%
CIC
244
Canal Insurance Company
South Carolina
$2.84M – – –
TAF
245
Tredje AP-fonden
Sweden
$2.83M -$141K -99 -5%
BFA
246
Buttonwood Financial Advisors
Maryland
$2.83M +$1.99M +1,398 +235%
ACA
247
American Capital Advisory
Idaho
$2.78M +$2.78M +1,961 New
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$2.77M -$1.13M -797 -29%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$2.75M +$1.2M +843 +77%
MF
250
Magnetar Financial
Illinois
$2.71M +$2.43M +1,710 +859%
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