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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
Jennison Associates
New York
$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$628K -$24.3K -19 -4%
LTAS
377
Linden Thomas Advisory Services
North Carolina
$627K +$7.66K +6 +1%
VCA
378
Verdence Capital Advisors
Maryland
$620K -$11.5K -9 -2%
PWM
379
Perigon Wealth Management
California
$618K +$66.4K +52 +12%
SWM
380
Spire Wealth Management
Virginia
$609K +$538K +421 +752%
Wealth Enhancement Advisory Services
381
Wealth Enhancement Advisory Services
Minnesota
$602K +$602K +471 New
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$577K +$70.3K +55 +14%
Chevy Chase Trust
383
Chevy Chase Trust
Maryland
$572K -$95.8K -75 -14%
IVP
384
Intrinsic Value Partners
Arizona
$570K -$15.3K -12 -3%
MIA
385
MainStreet Investment Advisors
Illinois
$567K -$12.8K -10 -2%
GC
386
Gilbert & Cook
Iowa
$562K +$19.2K +15 +4%
IP
387
Intellectus Partners
California
$561K -$42.2K -33 -7%
Connor, Clark & Lunn Investment Management (CC&L)
388
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$553K +$553K +433 New
NA
389
NewEdge Advisors
Louisiana
$549K -$74.1K -58 -12%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$548K -$10.2K -8 -2%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$544K – – –
PA
392
Procyon Advisors
Connecticut
$537K – – –
CC
393
Centiva Capital
New York
$537K +$537K +420 New
IWC
394
Integrated Wealth Concepts
Massachusetts
$534K +$153K +120 +40%
IAS
395
Insigneo Advisory Services
Florida
$526K +$5.11K +4 +1%
CAM
396
Cresset Asset Management
Illinois
$516K -$43.4K -34 -8%
Baird Financial Group
397
Baird Financial Group
Wisconsin
$515K -$62.6K -49 -11%
AIMCA
398
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$511K -$2.06M -1,614 -80%
MIM
399
MetLife Investment Management
New Jersey
$506K -$2.56K -2 -0.5%
VIM
400
Vinva Investment Management
Australia
$503K +$503K +398 New
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16
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