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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 %
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$1.48M – – –
PS
327
Pensionfund Sabic
Netherlands
$1.47M – – –
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$1.46M -$5.89K -4 -0.4%
CS
329
Candriam SCA
Luxembourg
$1.44M -$180K -122 -11%
SC
330
Scotia Capital
Ontario, Canada
$1.44M +$97.2K +66 +7%
SIS
331
Strategic Investment Solutions
Illinois
$1.38M +$1.36M +930 +6,200%
SWS
332
SYSTM Wealth Solutions
Illinois
$1.38M +$69.2K +47 +5%
MSFS
333
Main Street Financial Solutions
Pennsylvania
$1.34M -$72.2K -49 -5%
FNA
334
First National Advisers
Nebraska
$1.33M +$1.03M +699 +348%
Caisse de Depot et Placement du Quebec (CDPQ)
335
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.31M +$1.31M +892 New
FA
336
FDx Advisors
Illinois
$1.31M -$70.7K -48 -5%
FFA
337
Fi3 Financial Advisors
Indiana
$1.28M +$7.36K +5 +0.6%
NG
338
Northstar Group
New York
$1.27M +$1.27M +864 New
SAM
339
Silvercrest Asset Management
New York
$1.26M – – –
GW
340
GW & Wade
Massachusetts
$1.26M -$317K -215 -20%
Nordea Investment Management
341
Nordea Investment Management
Sweden
$1.25M – – –
Canada Pension Plan Investment Board
342
Canada Pension Plan Investment Board
Ontario, Canada
$1.24M – – –
CAM
343
Cresset Asset Management
Illinois
$1.23M -$278K -189 -18%
OTL
344
Oak Thistle LLC
New York
$1.23M +$1.23M +836 New
WVP
345
Worth Venture Partners
New Jersey
$1.23M – – –
HBT
346
Hills Bank & Trust
Iowa
$1.22M -$92.8K -63 -7%
OAM
347
Ostrum Asset Management
France
$1.21M -$7.36K -5 -0.6%
AGWCA
348
Annis Gardner Whiting Capital Advisors
Florida
$1.21M +$1.21M +820 New
PMEF
349
Point72 Middle East FZE
United Arab Emirates
$1.2M -$990K -672 -45%
TRCT
350
Tower Research Capital (TRC)
New York
$1.2M -$922K -626 -43%
12 13
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