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Markel Group
MKL

Overview Fund Activity

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M

Top Buyers

1
First Manhattan
First Manhattan
New York
$80.1M
2
Invesco
Invesco
Georgia
$102M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
5
Morgan Stanley
Morgan Stanley
New York
$794M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$234M
2
MVIP
Mar Vista Investment Partners
California
$69.4M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$182M
4
Jennison Associates
Jennison Associates
New York
$54.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
251
Atria Investments
North Carolina
$3.07M +$269K +183 +10%
DADC
252
D.A. Davidson & Co
Montana
$3.06M -$274K -186 -8%
BCI
253
Brinker Capital Investments
Pennsylvania
$2.97M -$350K -238 -11%
OPS
254
Orion Portfolio Solutions
Nebraska
$2.97M -$350K -238 -11%
CIC
255
Canal Insurance Company
South Carolina
$2.95M – – –
DFCM
256
Dark Forest Capital Management
Puerto Rico
$2.86M +$2.47M +1,679 +631%
VA
257
Vident Advisory
Georgia
$2.84M +$2.84M +1,928 New
PA
258
Parallel Advisors
California
$2.79M +$199K +135 +8%
KBC Group
259
KBC Group
Belgium
$2.78M -$2.05M -1,391 -42%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$2.76M +$163K +111 +6%
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.75M -$174K -118 -6%
LIP
262
Liontrust Investment Partners
United Kingdom
$2.73M +$521K +354 +24%
RBA
263
Richard Bernstein Advisors
New York
$2.7M +$2.7M +1,836 New
Corient Private Wealth
264
Corient Private Wealth
Florida
$2.69M +$823K +559 +44%
TNA
265
True North Advisors
Texas
$2.68M – – –
SFM
266
Systematic Financial Management
New Jersey
$2.63M -$227K -154 -8%
Allianz Asset Management
267
Allianz Asset Management
Germany
$2.63M -$190K -129 -7%
Aviva
268
Aviva
United Kingdom
$2.58M +$1.83M +1,242 +242%
NIM
269
Needham Investment Management
New York
$2.5M +$147K +100 +6%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$2.5M -$4.87M -3,188 -66%
SG Americas Securities
271
SG Americas Securities
New York
$2.47M +$2.33M +1,584 +1,685%
VOYA Investment Management
272
VOYA Investment Management
Georgia
$2.45M -$14.7K -10 -0.6%
IEFM
273
IQ EQ Fund Management
Ireland
$2.45M -$317K -215 -11%
Squarepoint
274
Squarepoint
New York
$2.39M -$1.5M -1,019 -39%
DekaBank Deutsche Girozentrale
275
DekaBank Deutsche Girozentrale
Germany
$2.38M -$85.7K -57 -3%
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