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Markel Group
MKL

Overview Fund Activity

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$78.3M
2
Invesco
Invesco
Georgia
+$53.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$24.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$461M
2
MVIP
Mar Vista Investment Partners
California
-$43.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$24M
4
Jennison Associates
Jennison Associates
New York
-$23.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
301
Prudential plc
United Kingdom
$1.81M +$680K +462 +60%
SMI
302
Shelter Mutual Insurance
Missouri
$1.77M – – –
SWM
303
Salvus Wealth Management
New Jersey
$1.74M +$8.84K +6 +0.5%
New York State Teachers Retirement System (NYSTRS)
304
New York State Teachers Retirement System (NYSTRS)
New York
$1.74M +$1.74M +1,180 New
LKIM
305
Lawson Kroeker Investment Management
Nebraska
$1.71M – – –
GIBU
306
Gulf International Bank (UK)
United Kingdom
$1.7M -$224K -152 -12%
ECP
307
Epacria Capital Partners
Colorado
$1.69M – – –
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$1.69M – – –
KIC
309
Kensington Investment Counsel
California
$1.67M +$51.5K +35 +3%
CIA
310
Compass Ion Advisors
Pennsylvania
$1.64M +$1.64M +1,113 New
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$1.63M -$134K -91 -8%
HGWM
312
Horst & Graben Wealth Management
Oregon
$1.62M – – –
CP
313
Cumberland Partners
Ontario, Canada
$1.62M +$1.62M +1,100 New
BI
314
Berkeley Inc
Idaho
$1.61M +$97.2K +66 +6%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$1.61M +$870K +591 +118%
SC
316
Sepio Capital
Utah
$1.59M -$13.3K -9 -0.8%
HIA
317
Harbor Investment Advisory
Maryland
$1.59M +$69.2K +47 +5%
SSA
318
Schonfeld Strategic Advisors
New York
$1.57M +$1.29M +879 +478%
VI
319
Versor Investments
New York
$1.56M +$1.56M +1,060 New
CC
320
Cannell & Co
New York
$1.55M -$618K -420 -28%
ICM
321
Intrepid Capital Management
Florida
$1.54M – – –
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
$1.54M +$1.54M +1,045 New
Connor, Clark & Lunn Investment Management (CC&L)
323
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.53M -$1.12M -760 -42%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$1.53M +$1.53M +1,038 New
AMBIA
325
Allen Mooney & Barnes Investment Advisors
Georgia
$1.5M +$1.5M +1,016 New
11 12
13
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