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Markel Group
MKL

Overview Fund Activity

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$78.3M
2
Invesco
Invesco
Georgia
+$53.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$37.1M
5
Morgan Stanley
Morgan Stanley
New York
+$24.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$461M
2
MVIP
Mar Vista Investment Partners
California
-$43.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$24M
4
Jennison Associates
Jennison Associates
New York
-$23.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
376
Tributary Capital Management
Nebraska
$1.01M +$183K +124 +22%
Simplex Trading
377
Simplex Trading
Illinois
$977K +$73.6K +50 +8%
CS
378
Cannell & Spears
New York
$970K -$13.3K -9 -1%
CB
379
Commerce Bank
Missouri
$956K +$112K +76 +13%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$953K -$664K -451 -41%
GT
381
Glenview Trust
Kentucky
$950K +$53K +36 +6%
SAA
382
Southeast Asset Advisors
Georgia
$948K +$948K +644 New
RCA
383
Resonant Capital Advisors
Wisconsin
$947K +$19.1K +13 +2%
GC
384
Guardian Capital
Ontario, Canada
$942K -$876K -595 -48%
MWM
385
Madison Wealth Management
Ohio
$911K -$35.3K -24 -4%
KAS
386
Kestra Advisory Services
Texas
$911K +$8.84K +6 +1%
SFA
387
Sequoia Financial Advisors
Ohio
$900K -$23.6K -16 -3%
LCOV
388
London Company of Virginia
Virginia
$894K – – –
TCOV
389
Trust Company of Vermont
Vermont
$885K +$45.6K +31 +5%
SIRP
390
Shelter Insurance Retirement Plan
Missouri
$883K – – –
EWA
391
Encompass Wealth Advisors
Oregon
$883K – – –
AWM
392
Axxcess Wealth Management
California
$883K +$5.89K +4 +0.7%
AC
393
Avestar Capital
New York
$879K -$36.8K -25 -4%
BFA
394
Buttonwood Financial Advisors
Maryland
$875K +$44.2K +30 +5%
ASN
395
Advisory Services Network
Georgia
$869K -$35.3K -24 -4%
CIBC Asset Management
396
CIBC Asset Management
Ontario, Canada
$869K – – –
Allspring Global Investments
397
Allspring Global Investments
North Carolina
$867K +$864K +587 +29,350%
ST
398
Smithfield Trust
Pennsylvania
$866K -$14.8K -10 -2%
Walleye Trading
399
Walleye Trading
New York
$851K +$851K +578 New
CAN
400
Cetera Advisor Networks
California
$847K +$39.8K +27 +5%
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16
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