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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 %
OAM
326
Ostrum Asset Management
France
$1.17M +$5.68K +4 +0.5%
Prudential Financial
327
Prudential Financial
New Jersey
$1.17M +$149K +105 +15%
KeyBank National Association
328
KeyBank National Association
Ohio
$1.16M +$27K +19 +2%
HBT
329
Hills Bank & Trust
Iowa
$1.14M -$35.5K -25 -3%
AGWCA
330
Annis Gardner Whiting Capital Advisors
Florida
$1.13M -$36.9K -26 -3%
RA
331
RFG Advisory
Alabama
$1.11M +$416K +293 +60%
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$1.11M – – –
RWM
333
RKL Wealth Management
Pennsylvania
$1.1M -$1.42K -1 -0.1%
DGAM
334
Desjardins Global Asset Management
Quebec, Canada
$1.1M +$42.6K +30 +4%
PAM
335
Panagora Asset Management
Massachusetts
$1.1M – – –
FFA
336
Fi3 Financial Advisors
Indiana
$1.07M -$158K -111 -13%
AA
337
Ancora Advisors
Ohio
$1.07M -$32.7K -23 -3%
SFA
338
Sequoia Financial Advisors
Ohio
$1.05M +$183K +129 +21%
PWP
339
Principle Wealth Partners
Connecticut
$1.05M – – –
OC
340
Oppenheimer & Co
New York
$1.04M +$28.4K +20 +3%
PS
341
Principal Securities
Iowa
$1.03M +$1.03M +727 New
IIM
342
INTECH Investment Management
Florida
$1.03M -$49.7K -35 -5%
FA
343
FDx Advisors
Illinois
$1.03M -$236K -166 -19%
GC
344
Guardian Capital
Ontario, Canada
$1.02M +$106K +75 +12%
MYAM
345
Meiji Yasuda Asset Management
Japan
$1.02M +$818K +576 +414%
SIP
346
Stoneridge Investment Partners
Pennsylvania
$995K +$995K +701 New
MAM
347
Madison Asset Management
Wisconsin
$994K -$54.8M -38,591 -98%
KS
348
Karpas Strategies
Connecticut
$991K – – –
FCMC
349
Founders Capital Management (Connecticut)
Connecticut
$988K -$2.84K -2 -0.3%
AIC
350
Aurora Investment Counsel
Georgia
$982K – – –
12 13
14
15 16