MKL icon

Markel Group

566 hedge funds and large institutions have $10.9B invested in Markel Group in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 173 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+38
Holders Change %
+7.2%
% of All Funds
10.04%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.35%
New
79
Increased
188
Reduced
173
Closed
36
Calls
$47.4M
Puts
$64.4M
Net Calls
-$17M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GP
301
Greenline Partners
New York
$811K -$52.7K -51 -6%
TC
302
Telemus Capital
Michigan
$808K +$18.6K +18 +2%
RWM
303
RKL Wealth Management
Pennsylvania
$804K
MYIA
304
Mount Yale Investment Advisors
Colorado
$794K -$301K -291 -27%
WT
305
Whittier Trust
California
$775K
MWM
306
Madison Wealth Management
Ohio
$762K -$10.3K -10 -1%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$761K +$92.9K +90 +14%
AUB
308
Atlantic Union Bankshares
Virginia
$754K +$538K +521 +249%
AG
309
AIA Group
Hong Kong
$747K +$747K +712 New
CP
310
Corbenic Partners
Pennsylvania
$744K
KS
311
Karpas Strategies
Connecticut
$721K
SAM
312
Silvercrest Asset Management
New York
$709K +$84.7K +82 +14%
FIM
313
Fruth Investment Management
Texas
$707K
KIC
314
Kensington Investment Counsel
California
$706K +$706K +683 New
PWP
315
Principle Wealth Partners
Connecticut
$701K
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$697K -$347K -336 -33%
B
317
BP
United Kingdom
$695K -$647K -627 -48%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$691K
IIC
319
Ironwood Investment Counsel
Arizona
$679K
RFM
320
Royal Fund Management
Florida
$659K
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$658K +$20.7K +20 +3%
CAM
322
Cresset Asset Management
Illinois
$652K -$78.5K -76 -11%
TCOV
323
Trust Company of Vermont
Vermont
$637K +$41.4K +40 +7%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$634K +$259K +251 +69%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$628K