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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
Davis Selected Advisers
Arizona
$367M
3
GLCM
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
Jennison Associates
New York
$73M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
BlackRock
New York
$877M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
Principal Financial Group
Iowa
$791M
4
PCH
Polar Capital Holdings
United Kingdom
$140M
5
State Street
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
376
Aviva
United Kingdom
$710K -$3.63M -2,622 -84%
ECM
377
ExodusPoint Capital Management
New York
$708K +$708K +512 New
RFM
378
Royal Fund Management
Florida
$705K – – –
LAM
379
Lakewood Asset Management
Illinois
$703K +$18K +13 +3%
OSAM
380
O'Shaughnessy Asset Management
Connecticut
$693K +$430K +311 +164%
CWM
381
Calamos Wealth Management
Illinois
$692K – – –
RA
382
RFG Advisory
Alabama
$685K -$20.7K -15 -3%
Cetera Investment Advisers
383
Cetera Investment Advisers
Illinois
$682K +$1.38K +1 +0.2%
LTAS
384
Linden Thomas Advisory Services
North Carolina
$672K -$6.92K -5 -1%
PWM
385
Perigon Wealth Management
California
$671K +$1.38K +1 +0.2%
PGWM
386
Parisi Gray Wealth Management
New Jersey
$651K – – –
X
387
Xponance
Pennsylvania
$647K -$433K -313 -40%
CCA
388
Conestoga Capital Advisors
Pennsylvania
$643K -$138K -100 -18%
SWM
389
Spire Wealth Management
Virginia
$636K -$23.5K -17 -4%
GC
390
Gilbert & Cook
Iowa
$632K +$23.5K +17 +4%
QT
391
Quantbot Technologies
New York
$627K +$387K +280 +162%
WSTAM
392
Wilbanks Smith & Thomas Asset Management
Virginia
$625K – – –
NRD
393
Nebula Research & Development
New York
$625K +$625K +452 New
BNP Paribas Asset Management
394
BNP Paribas Asset Management
France
$622K -$892K -645 -59%
IVP
395
Intrinsic Value Partners
Arizona
$616K -$1.38K -1 -0.2%
Polen Capital Management
396
Polen Capital Management
Florida
$613K +$613K +443 New
QT
397
Quantamental Technologies
New York
$613K +$613K +443 New
MGP
398
Metis Global Partners
California
$610K +$85.8K +62 +16%
Chevy Chase Trust
399
Chevy Chase Trust
Maryland
$609K -$11.1K -8 -2%
XT
400
XTX Topco
Cayman Islands
$609K +$609K +440 New
14 15
16
17 18