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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
Jennison Associates
New York
$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Chemistry Wealth Management
New York
$2.14M +$34.5K +27 +2%
GIBU
252
Gulf International Bank (UK)
United Kingdom
$2.13M -$958K -750 -31%
PA
253
Parallel Advisors
California
$2.12M +$1.98M +1,548 +1,407%
Allianz Asset Management
254
Allianz Asset Management
Germany
$2.11M +$2.11M +1,652 New
Public Sector Pension Investment Board (PSP Investments)
255
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.11M +$247K +193 +13%
CWA
256
CM Wealth Advisors
Ohio
$2.09M +$2.09M +1,595 New
MOS
257
MGO One Seven
Ohio
$2.09M +$38.3K +30 +2%
BFIM
258
Beese Fulmer Investment Management
Ohio
$2.05M -$19.2K -15 -0.9%
NIM
259
Needham Investment Management
New York
$2.04M +$128K +100 +7%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$2.03M – – –
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$1.98M -$674K -539 -25%
LIP
262
Liontrust Investment Partners
United Kingdom
$1.92M +$1.92M +1,500 New
PFO
263
Pathstone Family Office
New Jersey
$1.91M -$1.96M -1,538 -51%
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$1.91M -$203K -159 -10%
AB
265
Amalgamated Bank
New York
$1.89M -$843K -660 -31%
CC
266
Cannell & Co
New York
$1.88M -$31.9K -25 -2%
Federated Hermes
267
Federated Hermes
Pennsylvania
$1.88M -$396K -310 -17%
Luther King Capital Management (LKCM)
268
Luther King Capital Management (LKCM)
Texas
$1.83M – – –
NAM
269
Nissay Asset Management
Japan
$1.81M -$93.3K -73 -5%
FDS
270
Freedom Day Solutions
Texas
$1.77M +$2.56K +2 +0.1%
TYCC
271
Texas Yale Capital Corp
Florida
$1.73M – – –
FA
272
FDx Advisors
Illinois
$1.73M – – –
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
$1.72M -$499K -391 -22%
RL
274
Ruffer LLP
United Kingdom
$1.66M – – –
ANTB
275
AMG National Trust Bank
Colorado
$1.63M -$49.8K -39 -3%
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