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Markel Group
MKL

Overview Fund Activity

632 hedge funds and large institutions have $11.1B invested in Markel Group in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 222 increasing their positions, 197 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
10.93%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.48%
New
60
Increased
222
Reduced
197
Closed
61
Calls
$141M
Puts
$115M
Net Calls
+$25M
Net Calls Change
+$42.9M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$56.3M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$33.9M
3
Wells Fargo
Wells Fargo
California
+$15.6M
4
Amundi
Amundi
France
+$15.6M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$14M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$141M
2
MAMU
Marathon Asset Management (UK)
United Kingdom
-$51M
3
DDC
DF Dent & Co
Maryland
-$37.2M
4
APG Asset Management
APG Asset Management
Netherlands
-$23.3M
5
CS
Credit Suisse
Switzerland
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
326
KeyBank National Association
Ohio
$893K -$137K -126 -13%
Nordea Investment Management
327
Nordea Investment Management
Sweden
$890K – – –
FCMC
328
Founders Capital Management (Connecticut)
Connecticut
$883K +$10.8K +10 +1%
AC
329
Avestar Capital
New York
$876K +$231K +213 +36%
Baird Financial Group
330
Baird Financial Group
Wisconsin
$851K +$331K +305 +64%
SIC
331
Salem Investment Counselors
North Carolina
$850K +$36.9K +34 +5%
HLOC
332
H.L. Ormond & Company
North Carolina
$849K -$11.9K -11 -1%
RWM
333
RKL Wealth Management
Pennsylvania
$844K – – –
WT
334
Whittier Trust
California
$841K +$16.3K +15 +2%
GT
335
Glenmede Trust
Pennsylvania
$829K +$16.3K +15 +2%
PBC
336
Pavion Blue Capital
California
$796K +$796K +734 New
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$787K +$2.17K +2 +0.3%
Nisa Investment Advisors
338
Nisa Investment Advisors
Missouri
$770K +$10.8K +10 +1%
KS
339
Karpas Strategies
Connecticut
$757K – – –
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$748K -$6.5K -6 -0.9%
FIM
341
Fruth Investment Management
Texas
$742K – – –
ASN
342
Advisory Services Network
Georgia
$738K +$5.42K +5 +0.7%
YIH
343
Y-Intercept (HK)
Hong Kong
$722K +$70.5K +65 +11%
CS
344
Cannell & Spears
New York
$711K – – –
MWM
345
Madison Wealth Management
Ohio
$710K – – –
Swedbank
346
Swedbank
Sweden
$703K -$136K -125 -16%
ST
347
Smithfield Trust
Pennsylvania
$686K -$43.3K -40 -6%
DCM
348
Dupont Capital Management
Delaware
$683K -$119K -110 -15%
AIM
349
Aigen Investment Management
New York
$677K +$327K +301 +93%
BFA
350
Buttonwood Financial Advisors
Maryland
$660K -$2.31K -2 -0.3%
12 13
14
15 16