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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
Jennison Associates
New York
$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
326
Panagora Asset Management
Massachusetts
$991K -$43.4K -34 -4%
PP
327
Prudential plc
United Kingdom
$991K +$1.28K +1 +0.1%
WT
328
Whittier Trust
California
$991K – – –
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$984K +$25.6K +20 +3%
PBC
330
Pavion Blue Capital
California
$967K +$2.56K +2 +0.3%
D.E. Shaw & Co
331
D.E. Shaw & Co
New York
$957K -$2.23M -1,747 -70%
PWP
332
Principle Wealth Partners
Connecticut
$941K – – –
UCFA
333
United Capital Financial Advisors
Texas
$933K +$282K +221 +43%
OC
334
Oppenheimer & Co
New York
$903K – – –
SFI
335
Susquehanna Fundamental Investments
Pennsylvania
$893K -$2.11M -1,649 -70%
FCMC
336
Founders Capital Management (Connecticut)
Connecticut
$892K -$30.7K -24 -3%
KS
337
Karpas Strategies
Connecticut
$892K – – –
NFGCM
338
Norman Fields Gottscho Capital Management
New York
$876K +$8.94K +7 +1%
FIM
339
Fruth Investment Management
Texas
$875K – – –
SFA
340
Sequoia Financial Advisors
Ohio
$865K +$51.1K +40 +6%
AC
341
Avestar Capital
New York
$861K -$112K -88 -12%
KAS
342
Kestra Advisory Services
Texas
$857K -$747K -585 -47%
CS
343
Cannell & Spears
New York
$853K +$15.3K +12 +2%
MWM
344
Madison Wealth Management
Ohio
$821K – – –
RCA
345
Resonant Capital Advisors
Wisconsin
$811K -$3.83K -3 -0.5%
ASN
346
Advisory Services Network
Georgia
$805K – – –
AG
347
Ascent Group
Virginia
$791K +$414K +324 +110%
Neuberger Berman Group
348
Neuberger Berman Group
New York
$789K +$12.8K +10 +2%
LCOV
349
London Company of Virginia
Virginia
$775K – – –
EWA
350
Encompass Wealth Advisors
Oregon
$766K – – –
12 13
14
15 16