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Markel Group
MKL

Overview Fund Activity

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$78.3M
2
Invesco
Invesco
Georgia
+$53.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$24.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$461M
2
MVIP
Mar Vista Investment Partners
California
-$43.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$24M
4
Jennison Associates
Jennison Associates
New York
-$23.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
351
Aurora Investment Counsel
Georgia
$1.19M -$4.42K -3 -0.4%
KeyBank National Association
352
KeyBank National Association
Ohio
$1.17M -$4.42K -3 -0.4%
VWMG
353
Virginia Wealth Management Group
Virginia
$1.17M +$221K +150 +23%
SIC
354
Salem Investment Counselors
North Carolina
$1.15M – – –
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$1.15M +$14.7K +10 +1%
AA
356
Ancora Advisors
Ohio
$1.15M -$193K -131 -14%
RWM
357
RKL Wealth Management
Pennsylvania
$1.15M +$1.47K +1 +0.1%
PAM
358
Panagora Asset Management
Massachusetts
$1.14M – – –
WT
359
Whittier Trust
California
$1.12M -$20.6K -14 -2%
IIM
360
INTECH Investment Management
Florida
$1.12M +$63.3K +43 +6%
PBC
361
Pavion Blue Capital
California
$1.11M -$4.42K -3 -0.4%
Macquarie Group
362
Macquarie Group
Australia
$1.11M +$102K +69 +10%
DGAM
363
Desjardins Global Asset Management
Quebec, Canada
$1.1M +$549K +373 +100%
Verition Fund Management
364
Verition Fund Management
Connecticut
$1.1M +$1.1M +745 New
PWP
365
Principle Wealth Partners
Connecticut
$1.09M – – –
OTPPB
366
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.07M +$1.07M +725 New
Prudential Financial
367
Prudential Financial
New Jersey
$1.06M -$998K -678 -49%
OC
368
Oppenheimer & Co
New York
$1.05M -$16.2K -11 -2%
Bessemer Group
369
Bessemer Group
New Jersey
$1.03M -$25K -17 -2%
FCMC
370
Founders Capital Management (Connecticut)
Connecticut
$1.03M – – –
KS
371
Karpas Strategies
Connecticut
$1.03M – – –
EI
372
Ethic Inc
New York
$1.02M +$237K +161 +30%
Baird Financial Group
373
Baird Financial Group
Wisconsin
$1.02M +$45.6K +31 +5%
TPCW
374
TD Private Client Wealth
New York
$1.01M -$345K -234 -25%
FIM
375
Fruth Investment Management
Texas
$1.01M – – –
13 14
15
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