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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
351
Tributary Capital Management
Nebraska
$975K +$4.26K +3 +0.4%
FIM
352
Fruth Investment Management
Texas
$972K – – –
EI
353
Ethic Inc
New York
$966K -$17K -12 -2%
SEC
354
Seven Eight Capital
New York
$957K +$957K +674 New
TPCW
355
TD Private Client Wealth
New York
$953K -$22.7K -16 -2%
BS
356
Banco Santander
Spain
$944K -$1.21M -850 -56%
Baird Financial Group
357
Baird Financial Group
Wisconsin
$940K -$39.8K -28 -4%
CS
358
Cannell & Spears
New York
$936K – – –
QCM
359
Quantinno Capital Management
New York
$933K +$155K +109 +20%
XT
360
XTX Topco
Cayman Islands
$926K +$673K +474 +266%
SAA
361
Southeast Asset Advisors
Georgia
$914K – – –
Bessemer Group
362
Bessemer Group
New Jersey
$913K -$82.4K -58 -8%
QCM
363
QRG Capital Management
Illinois
$892K +$635K +447 +247%
KAS
364
Kestra Advisory Services
Texas
$879K – – –
TCOV
365
Trust Company of Vermont
Vermont
$876K +$22.7K +16 +3%
CAN
366
Cetera Advisor Networks
California
$872K +$55.4K +39 +7%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$862K -$56.8K -40 -6%
LCOV
368
London Company of Virginia
Virginia
$862K – – –
EWA
369
Encompass Wealth Advisors
Oregon
$852K – – –
SIRP
370
Shelter Insurance Retirement Plan
Missouri
$852K – – –
ST
371
Smithfield Trust
Pennsylvania
$834K – – –
RCA
372
Resonant Capital Advisors
Wisconsin
$832K -$80.9K -57 -9%
CCP
373
Carmel Capital Partners
California
$826K +$88K +62 +12%
AWM
374
Axxcess Wealth Management
California
$824K -$28.4K -20 -3%
AC
375
Avestar Capital
New York
$822K -$25.6K -18 -3%
13 14
15
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