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Markel Group
MKL

Overview Fund Activity

638 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.79%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
186
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$61.2M
2
Morgan Stanley
Morgan Stanley
New York
+$56.8M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$28.1M
4
CIA
Citadel Investment Advisory
Ohio
+$18.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$17M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$45.8M
2
DDC
DF Dent & Co
Maryland
-$32.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$31M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
-$26.1M
5
SEI Investments
SEI Investments
Pennsylvania
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
351
Great Lakes Advisors
Illinois
$674K +$674K +521 New
Neuberger Berman Group
352
Neuberger Berman Group
New York
$670K +$5.17K +4 +0.8%
RFM
353
Royal Fund Management
Florida
$659K – – –
BAM
354
Brave Asset Management
New Jersey
$658K – – –
VEA
355
Virtus ETF Advisers
New York
$654K +$654K +506 New
MIA
356
MainStreet Investment Advisors
Illinois
$648K -$41.4K -32 -6%
CWM
357
Calamos Wealth Management
Illinois
$647K – – –
RG
358
Rathbones Group
United Kingdom
$644K – – –
PG
359
Pendal Group
Australia
$636K -$2.75M -2,131 -81%
PGWM
360
Parisi Gray Wealth Management
New Jersey
$635K – – –
MGP
361
Metis Global Partners
California
$632K +$632K +488 New
CCP
362
Carmel Capital Partners
California
$631K +$56.9K +44 +10%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$625K -$41.4K -32 -6%
YWP
364
YorkBridge Wealth Partners
New York
$621K – – –
Baird Financial Group
365
Baird Financial Group
Wisconsin
$621K +$191K +148 +45%
PA
366
Parallel Advisors
California
$619K +$27.1K +21 +5%
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
$613K -$640K -495 -51%
TCM
368
Tributary Capital Management
Nebraska
$613K -$2.59K -2 -0.4%
IP
369
Intellectus Partners
California
$610K -$51.7K -40 -8%
IVP
370
Intrinsic Value Partners
Arizona
$607K – – –
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$588K +$27.1K +21 +5%
NW
372
NewEdge Wealth
Pennsylvania
$586K +$586K +453 New
MML Investors Services
373
MML Investors Services
Massachusetts
$585K -$80.2K -62 -12%
UCFA
374
United Capital Financial Advisors
Texas
$574K +$18.1K +14 +3%
Allspring Global Investments
375
Allspring Global Investments
North Carolina
$573K -$14.2K -11 -2%
13 14
15
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