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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
376
MML Investors Services
Massachusetts
$581K +$76.4K +58 +15%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$576K -$21.1K -16 -4%
PWM
378
Perigon Wealth Management
California
$569K +$569K +432 New
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$561K -$38.2K -29 -6%
GC
380
Gilbert & Cook
Iowa
$560K +$18.4K +14 +3%
PA
381
Procyon Advisors
Connecticut
$553K +$72.5K +55 +15%
ECM
382
Elgethun Capital Management
South Dakota
$543K +$1.33K +1 +0.2%
E
383
Ergoteles
New York
$540K +$540K +410 New
IAS
384
Insigneo Advisory Services
Florida
$538K +$538K +408 New
Bank of Nova Scotia
385
Bank of Nova Scotia
Ontario, Canada
$536K +$150K +114 +39%
Vontobel Holding
386
Vontobel Holding
Switzerland
$530K +$23.5K +18 +5%
ONB
387
Old National Bancorp
Indiana
$529K -$3.95K -3 -0.7%
RR
388
Robotti Robert
$527K – – –
MIM
389
MetLife Investment Management
New Jersey
$524K -$5.27K -4 -1%
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$523K +$7.91K +6 +2%
DGAM
391
Desjardins Global Asset Management
Quebec, Canada
$521K +$30.3K +23 +6%
I
392
InceptionR
California
$520K +$520K +395 New
SL
393
Salomon & Ludwin
Virginia
$515K +$206K +156 +66%
VIA
394
Vident Investment Advisory
Georgia
$506K -$2.29M -1,736 -82%
PC
395
Pecaut & Co
Iowa
$498K – – –
AM
396
AGF Management
Ontario, Canada
$498K +$498K +378 New
TRCT
397
Tower Research Capital (TRC)
New York
$496K -$838K -637 -63%
GWA
398
GGM Wealth Advisors
Maryland
$491K – – –
CSI
399
Cross Staff Investments
New York
$487K -$26.4K -20 -5%
HVP
400
Hudson Value Partners
Florida
$487K – – –
14 15
16
17 18