MKL icon

Markel Group
MKL

Overview Fund Activity

590 hedge funds and large institutions have $12.4B invested in Markel Group in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 38 closing their positions.

Holders
590
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
10.36%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
49
Increased
178
Reduced
209
Closed
38
Calls
$53.6M
Puts
$98.3M
Net Calls
-$44.7M
Net Calls Change
-$36.7M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$160M
2
SEI Investments
2
SEI Investments
Pennsylvania
$41.9M
3
DC
3
Davenport & Co
Virginia
$405M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$47.5M
5
SSA
5
Schonfeld Strategic Advisors
New York
$54.1M

Top Sellers

1
ACM
1
Alta Capital Management
Utah
$52.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$543M
3
BlackRock
3
BlackRock
New York
$764M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$9.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$727M
Name Market Value Shares Shares
Change 		Shares
Change %
IRF
376
IBM Retirement Fund
New York
$454K 380 +3 +0.8%
MLICM
377
Metropolitan Life Insurance Company (MetLife)
New York
$449K 376 -14 -4%
BMCM
378
Burns Matteson Capital Management
New York
$449K 376 +376 New
SHA
379
Seneca House Advisors
Virginia
$447K 374 +374 New
X
380
Xponance
Pennsylvania
$446K 373 -62 -14%
PC
381
Pecaut & Co
Iowa
$446K 373 – –
SG
382
Stonnington Group
California
$443K 350 -135 -28%
PGA
383
Portland Global Advisors
Maine
$442K 370 -55 -13%
BSW
384
Buckingham Strategic Wealth
Missouri
$439K 367 +11 +3%
ACM
385
Adalta Capital Management
New York
$430K 360 – –
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$419K 351 +56 +19%
Vontobel Holding
387
Vontobel Holding
Switzerland
$417K 349 +80 +30%
PP
388
Pegasus Partners
Wisconsin
$414K 346 -125 -27%
BBI
389
Baxter Bros Inc
Connecticut
$414K 346 +346 New
Baird Financial Group
390
Baird Financial Group
Wisconsin
$408K 341 +18 +6%
SI
391
Stephens Inc
Arkansas
$405K 339 -57 -14%
PAS
392
Park Avenue Securities
New York
$403K 337 +42 +14%
RJT
393
Raymond James Trust
Florida
$398K 333 -14 -4%
BEC
394
Blue Edge Capital
Virginia
$398K 333 – –
GC
395
Gilbert & Cook
Iowa
$394K 330 +11 +3%
JFL
396
Jarislowsky, Fraser Ltd
Quebec, Canada
$394K 330 +115 +53%
SFM
397
Systematic Financial Management
New Jersey
$391K 327 -2 -0.6%
WAG
398
Winthrop Advisory Group
Massachusetts
$391K 327 – –
EWA
399
Encompass Wealth Advisors
Oregon
$388K 325 – –
Cerity Partners
400
Cerity Partners
New York
$388K 325 – –
14 15
16
17 18