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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 %
SC
276
Shay Capital
New York
$1.6M +$639K +500 +67%
Simplex Trading
277
Simplex Trading
Illinois
$1.59M +$1.19M +935 +304%
SFS
278
Sowell Financial Services
Arkansas
$1.58M +$1.58M +1,239 New
WC
279
Weil Company
California
$1.56M +$1.36M +1,066 +670%
Corient Private Wealth
280
Corient Private Wealth
Florida
$1.56M +$107K +84 +7%
SMI
281
Shelter Mutual Insurance
Missouri
$1.53M – – –
PAM
282
Paradigm Asset Management
New York
$1.53M – – –
BCIM
283
British Columbia Investment Management
British Columbia, Canada
$1.53M – – –
First Manhattan
284
First Manhattan
New York
$1.51M -$639K -500 -30%
LKIM
285
Lawson Kroeker Investment Management
Nebraska
$1.49M +$1.49M +1,165 New
KIC
286
Kensington Investment Counsel
California
$1.48M -$135K -106 -8%
BS
287
Banco Santander
Spain
$1.48M -$377K -295 -20%
SWM
288
Salvus Wealth Management
New Jersey
$1.46M -$5.11K -4 -0.3%
GC
289
Guardian Capital
Ontario, Canada
$1.46M +$83K +65 +6%
SC
290
Sepio Capital
Utah
$1.42M -$60K -47 -4%
HGWM
291
Horst & Graben Wealth Management
Oregon
$1.41M – – –
BNP Paribas Asset Management
292
BNP Paribas Asset Management
France
$1.4M -$86.9K -68 -6%
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$1.37M +$765K +598 +126%
KSWA
294
Kathleen S. Wright Associates
Pennsylvania
$1.36M -$416K -326 -23%
WBC
295
Westpac Banking Corp
Australia
$1.35M +$7.66K +6 +0.6%
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$1.32M – – –
BTWM
297
Baker Tilly Wealth Management
Wisconsin
$1.32M -$370K -290 -22%
TRCT
298
Tower Research Capital (TRC)
New York
$1.31M +$831K +651 +173%
IIM
299
INTECH Investment Management
Florida
$1.29M +$133K +104 +11%
PS
300
Pensionfund Sabic
Netherlands
$1.28M – – –
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