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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
301
INTECH Investment Management
Florida
$1.19M -$2.64K -2 -0.2%
HIA
302
Harbor Investment Advisory
Maryland
$1.19M +$80.4K +61 +7%
Marshall Wace
303
Marshall Wace
United Kingdom
$1.18M +$1.18M +897 New
HBT
304
Hills Bank & Trust
Iowa
$1.17M – – –
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$1.16M – – –
FFA
306
Fi3 Financial Advisors
Indiana
$1.16M -$132K -100 -10%
SC
307
Scotia Capital
Ontario, Canada
$1.16M +$771K +585 +200%
Macquarie Group
308
Macquarie Group
Australia
$1.12M -$17.1K -13 -2%
TPCW
309
TD Private Client Wealth
New York
$1.09M +$1.09M +829 New
KeyBank National Association
310
KeyBank National Association
Ohio
$1.09M +$5.27K +4 +0.5%
BMM
311
Buffington Mohr McNeal
Idaho
$1.08M -$79K -60 -7%
Nordea Investment Management
312
Nordea Investment Management
Sweden
$1.07M +$19.7K +15 +2%
PAM
313
Panagora Asset Management
Massachusetts
$1.07M -$25K -19 -2%
SIC
314
Salem Investment Counselors
North Carolina
$1.03M – – –
X
315
Xponance
Pennsylvania
$1.03M +$282K +214 +38%
RWM
316
RKL Wealth Management
Pennsylvania
$1.03M – – –
WT
317
Whittier Trust
California
$1.02M – – –
PP
318
Prudential plc
United Kingdom
$1.02M +$526K +399 +106%
GT
319
Glenmede Trust
Pennsylvania
$1.02M +$9.22K +7 +0.9%
AC
320
Avestar Capital
New York
$1M -$60.6K -46 -6%
PBC
321
Pavion Blue Capital
California
$995K +$27.7K +21 +3%
SC
322
Shay Capital
New York
$988K -$2.6M -1,975 -72%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$988K +$79K +60 +9%
PWP
324
Principle Wealth Partners
Connecticut
$971K – – –
FCMC
325
Founders Capital Management (Connecticut)
Connecticut
$951K -$121K -92 -11%
11 12
13
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