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Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
Citadel Advisors
2
Citadel Advisors
Florida
$47.5M
3
CS
3
Credit Suisse
Switzerland
$46.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
351
WMS Partners
Maryland
$814K +$167K +135 +26%
CS
352
Cannell & Spears
New York
$810K – – –
OC
353
Oppenheimer & Co
New York
$793K +$196K +159 +33%
SG
354
Stonnington Group
California
$784K +$345K +275 +79%
GT
355
Glenmede Trust
Pennsylvania
$747K +$25.9K +21 +4%
MC
356
Manteio Capital
New Jersey
$744K +$744K +603 New
AUB
357
Atlantic Union Bankshares
Virginia
$742K -$49.4K -40 -6%
SIRP
358
Shelter Insurance Retirement Plan
Missouri
$740K – – –
RR
359
Robotti Robert
$740K +$123K +100 +20%
BFG
360
Beacon Financial Group
Texas
$715K -$9.8K -8 -1%
AFG
361
Albion Financial Group
Utah
$714K +$714K +579 New
BFA
362
Buttonwood Financial Advisors
Maryland
$713K +$713K +578 New
TCOV
363
Trust Company of Vermont
Vermont
$711K -$24.7K -20 -3%
CCA
364
Conestoga Capital Advisors
Pennsylvania
$700K – – –
VCA
365
Verdence Capital Advisors
Maryland
$700K +$22.2K +18 +3%
American Century Companies
366
American Century Companies
Missouri
$692K -$1.42M -1,149 -67%
HIA
367
Harbor Investment Advisory
Maryland
$682K +$8.63K +7 +1%
RCA
368
Resonant Capital Advisors
Wisconsin
$681K +$72.8K +59 +12%
Chevy Chase Trust
369
Chevy Chase Trust
Maryland
$679K -$541K -438 -44%
MIA
370
MainStreet Investment Advisors
Illinois
$674K -$35.8K -29 -5%
PCI
371
Pacifica Capital Investments
Texas
$674K – – –
IP
372
Intellectus Partners
California
$671K -$7.4K -6 -1%
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$652K -$21K -17 -3%
ONB
374
Old National Bancorp
Indiana
$649K -$7.4K -6 -1%
SAM
375
Silvercrest Asset Management
New York
$632K +$93.8K +76 +17%
13 14
15
16 17