MKL icon

Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$743K -$213K -162 -22%
SAM
352
Silvercrest Asset Management
New York
$740K – – –
DCM
353
Dupont Capital Management
Delaware
$711K -$119K -90 -14%
IWA
354
Intercontinental Wealth Advisors
Texas
$707K +$707K +537 New
CCP
355
Carmel Capital Partners
California
$705K – – –
Chevy Chase Trust
356
Chevy Chase Trust
Maryland
$689K – – –
CB
357
Commerce Bank
Missouri
$686K +$14.5K +11 +2%
CSS
358
Cubist Systematic Strategies
Connecticut
$682K -$5.4M -4,095 -89%
MGP
359
Metis Global Partners
California
$680K -$10.5K -8 -2%
CAN
360
Cetera Advisor Networks
California
$677K +$677K +514 New
Cetera Investment Advisers
361
Cetera Investment Advisers
Illinois
$673K +$203K +154 +43%
RFM
362
Royal Fund Management
Florida
$672K – – –
BAM
363
Brave Asset Management
New Jersey
$671K – – –
UCFA
364
United Capital Financial Advisors
Texas
$671K +$81.7K +62 +14%
CWM
365
Calamos Wealth Management
Illinois
$659K – – –
VCA
366
Verdence Capital Advisors
Maryland
$651K -$75.1K -57 -10%
PGWM
367
Parisi Gray Wealth Management
New Jersey
$650K +$2.64K +2 +0.4%
LAM
368
Lakewood Asset Management
Illinois
$647K +$647K +491 New
LTAS
369
Linden Thomas Advisory Services
North Carolina
$639K +$639K +485 New
YWP
370
YorkBridge Wealth Partners
New York
$632K – – –
Bank of Montreal
371
Bank of Montreal
Ontario, Canada
$626K -$677K -513 -52%
IP
372
Intellectus Partners
California
$622K – – –
IVP
373
Intrinsic Value Partners
Arizona
$603K -$13.2K -10 -2%
MIA
374
MainStreet Investment Advisors
Illinois
$598K -$61.9K -47 -9%
Baird Financial Group
375
Baird Financial Group
Wisconsin
$595K -$438K -333 -42%
13 14
15
16 17