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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LKIM
301
Lawson Kroeker Investment Management
Nebraska
$1.65M – – –
SC
302
Scotia Capital
Ontario, Canada
$1.64M +$251K +177 +18%
ECP
303
Epacria Capital Partners
Colorado
$1.63M – – –
KIC
304
Kensington Investment Counsel
California
$1.63M +$12.8K +9 +0.8%
Schroder Investment Management Group
305
Schroder Investment Management Group
United Kingdom
$1.62M +$55.4K +39 +4%
CIA
306
Compass Ion Advisors
Pennsylvania
$1.58M – – –
PBC
307
Pavion Blue Capital
California
$1.58M +$503K +354 +47%
HGWM
308
Horst & Graben Wealth Management
Oregon
$1.56M – – –
WC
309
Weil Company
California
$1.55M -$733K -516 -32%
SC
310
Sepio Capital
Utah
$1.53M – – –
GIBU
311
Gulf International Bank (UK)
United Kingdom
$1.49M -$145K -102 -9%
ICM
312
Intrepid Capital Management
Florida
$1.49M – – –
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$1.48M +$69.6K +49 +5%
CC
314
Cannell & Co
New York
$1.47M -$28.4K -20 -2%
MSRPS
315
Maryland State Retirement & Pension System
Maryland
$1.42M – – –
PS
316
Pensionfund Sabic
Netherlands
$1.42M – – –
ET
317
Entropy Technologies
New York
$1.39M +$1.39M +977 New
FNA
318
First National Advisers
Nebraska
$1.35M +$71K +50 +6%
VWMG
319
Virginia Wealth Management Group
Virginia
$1.29M +$166K +117 +15%
CS
320
Candriam SCA
Luxembourg
$1.29M -$102K -72 -7%
MSFS
321
Main Street Financial Solutions
Pennsylvania
$1.29M -$8.52K -6 -0.7%
GW
322
GW & Wade
Massachusetts
$1.26M +$52.5K +37 +4%
Macquarie Group
323
Macquarie Group
Australia
$1.26M +$189K +133 +18%
Brown Advisory
324
Brown Advisory
Maryland
$1.22M -$2.43M -1,713 -67%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$1.18M – – –
11 12
13
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