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Markel Group
MKL

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in Markel Group in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 213 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.06%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.54%
New
73
Increased
185
Reduced
213
Closed
64
Calls
$64.5M
Puts
$156M
Net Calls
-$91.5M
Net Calls Change
-$3.24M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$620M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$75.8M
3
ESCM
Echo Street Capital Management
New York
+$55.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$36.7M
5
ZIG
Zurich Insurance Group
Switzerland
+$36.2M

Top Sellers

1
CIA
Citadel Investment Advisory
Ohio
-$211M
2
Millennium Management
Millennium Management
New York
-$54.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$51.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$51.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$1.22M -$193K -131 -14%
KAS
302
Kestra Advisory Services
Texas
$1.21M -$176K -119 -13%
HLOC
303
H.L. Ormond & Company
North Carolina
$1.21M -$11.8K -8 -1%
FCMC
304
Founders Capital Management (Connecticut)
Connecticut
$1.19M -$3.63M -2,459 -75%
GC
305
Guggenheim Capital
Illinois
$1.18M +$108K +73 +10%
SFM
306
Systematic Financial Management
New Jersey
$1.16M +$597K +405 +106%
RWM
307
RKL Wealth Management
Pennsylvania
$1.15M – – –
WT
308
Whittier Trust
California
$1.12M – – –
Nordea Investment Management
309
Nordea Investment Management
Sweden
$1.11M – – –
SIC
310
Salem Investment Counselors
North Carolina
$1.11M – – –
LSC
311
Lyon Street Capital
California
$1.11M +$1.11M +750 New
ET
312
Equitable Trust
Tennessee
$1.1M -$335K -227 -23%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$1.09M -$7.38K -5 -0.7%
PWP
314
Principle Wealth Partners
Connecticut
$1.09M – – –
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$1.07M – – –
CP
316
Corbenic Partners
Pennsylvania
$1.06M – – –
GT
317
Glenmede Trust
Pennsylvania
$1.04M +$143K +97 +16%
Nisa Investment Advisors
318
Nisa Investment Advisors
Missouri
$1.03M – – –
KS
319
Karpas Strategies
Connecticut
$1.03M – – –
ASN
320
Advisory Services Network
Georgia
$1.02M +$7.38K +5 +0.7%
FIM
321
Fruth Investment Management
Texas
$1.01M – – –
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$1.01M +$313K +212 +45%
ST
323
Smithfield Trust
Pennsylvania
$998K -$29.6K -20 -3%
LW
324
Linscomb Wealth
Texas
$991K – – –
Daiwa Securities Group
325
Daiwa Securities Group
Japan
$980K -$33.9K -23 -3%
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