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Markel Group
MKL

Overview Fund Activity

522 hedge funds and large institutions have $9.87B invested in Markel Group in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-46
Holders Change %
-8.1%
% of All Funds
11.53%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.64%
New
50
Increased
187
Reduced
174
Closed
90
Calls
$33.8M
Puts
$34.6M
Net Calls
-$766K
Net Calls Change
+$1.29M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$40.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$24.7M
3
MAM
Martingale Asset Management
Massachusetts
+$19.7M
4
Invesco
Invesco
Georgia
+$19.6M
5
DDC
DF Dent & Co
Maryland
+$18.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$77.5M
2
Select Equity Group
Select Equity Group
New York
-$62.2M
3
UBS Group
UBS Group
Switzerland
-$17.3M
4
ACM
AKRE Capital Management
Virginia
-$14.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMW
276
Farr Miller & Washington
District of Columbia
$725K -$927 -1 -0.1%
RWM
277
RKL Wealth Management
Pennsylvania
$724K +$23.2K +25 +3%
MIA
278
MainStreet Investment Advisors
Illinois
$716K -$24.1K -26 -3%
AIM
279
AIA Investment Management
Singapore
$714K +$652K +703 +1,049%
FANJ
280
Financial Architects (New Jersey)
New Jersey
$713K -$520K -560 -42%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$713K -$214K -231 -23%
CT
282
Clearstead Trust
Maine
$711K -$127K -137 -15%
BA
283
Bridgewater Associates
Connecticut
$698K +$698K +752 New
WT
284
Whittier Trust
California
$697K – – –
PAM
285
Panagora Asset Management
Massachusetts
$688K -$928 -1 -0.1%
GIA
286
GHP Investment Advisors
Colorado
$682K +$56.6K +61 +9%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$679K -$24.1K -26 -3%
TC
288
Telemus Capital
Michigan
$669K +$398K +443 +147%
CP
289
Corbenic Partners
Pennsylvania
$668K -$186K -200 -22%
ASN
290
Advisory Services Network
Georgia
$667K -$20.4K -22 -3%
CAM
291
Cresset Asset Management
Illinois
$662K +$928 +1 +0.1%
IMRF
292
Illinois Municipal Retirement Fund
Illinois
$659K – – –
MWM
293
Madison Wealth Management
Ohio
$656K -$13.9K -15 -2%
GC
294
Guardian Capital
Ontario, Canada
$654K +$46.4K +50 +8%
KS
295
Karpas Strategies
Connecticut
$648K – – –
IIM
296
Ironwood Investment Management
Massachusetts
$640K +$23.2K +25 +4%
HighTower Advisors
297
HighTower Advisors
Illinois
$636K +$97.6K +105 +18%
PWP
298
Principle Wealth Partners
Connecticut
$629K – – –
ONB
299
Old National Bancorp
Indiana
$628K +$43.7K +47 +7%
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$620K +$92.8K +100 +18%
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