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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$85.8M
2
CB
Cooke & Bieler
Pennsylvania
+$59.8M
3
Jennison Associates
Jennison Associates
New York
+$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$45.7M
5
CCM
Check Capital Management
California
+$19M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$41.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
4
ZIG
Zurich Insurance Group
Switzerland
-$18M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIRP
351
Shelter Insurance Retirement Plan
Missouri
$766K – – –
ST
352
Smithfield Trust
Pennsylvania
$763K -$47.3K -37 -6%
GT
353
Glenview Trust
Kentucky
$763K +$20.4K +16 +3%
TCM
354
Tributary Capital Management
Nebraska
$755K +$7.66K +6 +1%
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$752K +$31.9K +25 +4%
CCP
356
Carmel Capital Partners
California
$746K +$62.6K +49 +9%
CAN
357
Cetera Advisor Networks
California
$743K +$86.9K +68 +13%
WVP
358
Worth Venture Partners
New Jersey
$742K +$742K +581 New
Wolverine Trading
359
Wolverine Trading
Illinois
$740K +$740K +586 New
TCOV
360
Trust Company of Vermont
Vermont
$728K – – –
CB
361
Commerce Bank
Missouri
$727K +$61.3K +48 +9%
CCA
362
Conestoga Capital Advisors
Pennsylvania
$722K – – –
BFA
363
Buttonwood Financial Advisors
Maryland
$720K -$1.28K -1 -0.2%
SAM
364
Silvercrest Asset Management
New York
$718K – – –
Man Group
365
Man Group
United Kingdom
$703K -$2.45M -1,860 Closed
Swedbank
366
Swedbank
Sweden
$703K -$125K -98 -15%
IWA
367
Intercontinental Wealth Advisors
Texas
$689K +$2.56K +2 +0.4%
VIA
368
Vident Investment Advisory
Georgia
$672K +$181K +142 +37%
EI
369
Ethic Inc
New York
$667K +$353K +276 +112%
BAM
370
Brave Asset Management
New Jersey
$662K +$11.5K +9 +2%
RFM
371
Royal Fund Management
Florida
$651K – – –
PGWM
372
Parisi Gray Wealth Management
New Jersey
$651K +$21.7K +17 +3%
RA
373
RFG Advisory
Alabama
$651K +$651K +510 New
CWM
374
Calamos Wealth Management
Illinois
$639K – – –
LAM
375
Lakewood Asset Management
Illinois
$632K +$5.11K +4 +0.8%
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15
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