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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.

New
Increased
Maintained
Reduced
Closed
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 %
AIC
326
Aurora Investment Counsel
Georgia
$946K +$946K +718 New
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$935K – – –
OC
328
Oppenheimer & Co
New York
$931K +$198K +150 +27%
KS
329
Karpas Strategies
Connecticut
$920K – – –
FIM
330
Fruth Investment Management
Texas
$902K – – –
NFGCM
331
Norman Fields Gottscho Capital Management
New York
$895K +$565K +429 +172%
CS
332
Cannell & Spears
New York
$864K – – –
Swedbank
333
Swedbank
Sweden
$854K – – –
MWM
334
Madison Wealth Management
Ohio
$847K -$15.8K -12 -2%
RCA
335
Resonant Capital Advisors
Wisconsin
$841K +$55.3K +42 +7%
SFA
336
Sequoia Financial Advisors
Ohio
$839K +$568K +431 +209%
ST
337
Smithfield Trust
Pennsylvania
$835K – – –
ASN
338
Advisory Services Network
Georgia
$830K -$67.2K -51 -7%
PMEF
339
Point72 Middle East FZE
United Arab Emirates
$819K +$819K +622 New
Neuberger Berman Group
340
Neuberger Berman Group
New York
$801K +$36.9K +28 +5%
LCOV
341
London Company of Virginia
Virginia
$800K – – –
EWA
342
Encompass Wealth Advisors
Oregon
$790K – – –
SIRP
343
Shelter Insurance Retirement Plan
Missouri
$790K – – –
TCM
344
Tributary Capital Management
Nebraska
$771K +$34.3K +26 +5%
Squarepoint
345
Squarepoint
New York
$769K -$2.23M -1,695 -74%
GT
346
Glenview Trust
Kentucky
$765K +$56.7K +43 +8%
TCOV
347
Trust Company of Vermont
Vermont
$751K – – –
FCM
348
FJ Capital Management
Virginia
$747K +$747K +567 New
BFA
349
Buttonwood Financial Advisors
Maryland
$744K -$9.22K -7 -1%
CCA
350
Conestoga Capital Advisors
Pennsylvania
$744K -$6.59K -5 -0.9%
12 13
14
15 16