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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
Davis Selected Advisers
Arizona
$367M
3
GLCM
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
Jennison Associates
New York
$73M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
BlackRock
New York
$877M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
Principal Financial Group
Iowa
$791M
4
PCH
Polar Capital Holdings
United Kingdom
$140M
5
State Street
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
Avestar Capital
New York
$860K -$71.9K -52 -8%
E
352
Ergoteles
New York
$858K +$858K +620 New
ASN
353
Advisory Services Network
Georgia
$849K -$22.1K -16 -3%
Simplex Trading
354
Simplex Trading
Illinois
$849K -$870K -629 -51%
KAS
355
Kestra Advisory Services
Texas
$848K -$80.2K -58 -9%
GT
356
Glenview Trust
Kentucky
$842K +$16.6K +12 +2%
LCOV
357
London Company of Virginia
Virginia
$840K – – –
VF
358
Virtu Financial
New York
$837K +$837K +606 New
MYIA
359
Mount Yale Investment Advisors
Colorado
$833K -$268K -194 -24%
SIRP
360
Shelter Insurance Retirement Plan
Missouri
$830K – – –
EWA
361
Encompass Wealth Advisors
Oregon
$830K – – –
ST
362
Smithfield Trust
Pennsylvania
$825K – – –
AWM
363
Axxcess Wealth Management
California
$824K +$346K +250 +72%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$816K +$1.38K +1 +0.2%
CCP
365
Carmel Capital Partners
California
$808K – – –
Wealth Enhancement Advisory Services
366
Wealth Enhancement Advisory Services
Minnesota
$793K +$141K +102 +22%
CB
367
Commerce Bank
Missouri
$793K +$5.53K +4 +0.7%
TCOV
368
Trust Company of Vermont
Vermont
$788K – – –
BFA
369
Buttonwood Financial Advisors
Maryland
$780K – – –
TCM
370
Tributary Capital Management
Nebraska
$775K -$42.9K -31 -5%
Swedbank
371
Swedbank
Sweden
$768K +$6.92K +5 +0.9%
CAN
372
Cetera Advisor Networks
California
$758K -$47K -34 -6%
IWA
373
Intercontinental Wealth Advisors
Texas
$746K – – –
Man Group
374
Man Group
United Kingdom
$740K +$740K +535 New
EI
375
Ethic Inc
New York
$734K +$12.4K +9 +2%
13 14
15
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