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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Waverly Advisors
Alabama
$799K +$596K +420 +294%
VCA
377
Verdence Capital Advisors
Maryland
$798K +$163K +115 +26%
X
378
Xponance
Pennsylvania
$782K +$8.52K +6 +1%
Citadel Advisors
379
Citadel Advisors
Florida
$775K -$20.1M -14,170 -96%
ASN
380
Advisory Services Network
Georgia
$775K -$62.5K -44 -7%
VI
381
Versor Investments
New York
$768K -$737K -519 -49%
PGWM
382
Parisi Gray Wealth Management
New Jersey
$768K +$12.8K +9 +2%
GC
383
Gilbert & Cook
Iowa
$751K +$39.8K +28 +6%
CL
384
Choreo LLC
Illinois
$751K +$751K +529 New
SAM
385
Shell Asset Management
Netherlands
$744K -$5.2M -3,663 -87%
APF
386
Alaska Permanent Fund
Alaska
$741K +$741K +522 New
PAG
387
Private Advisor Group
New Jersey
$739K +$338K +238 +84%
SG Americas Securities
388
SG Americas Securities
New York
$731K -$1.65M -1,163 -69%
LAM
389
Lakewood Asset Management
Illinois
$728K – – –
RFM
390
Royal Fund Management
Florida
$724K – – –
HIS
391
Harvest Investment Services
Illinois
$717K -$1.42K -1 -0.2%
CCA
392
Conestoga Capital Advisors
Pennsylvania
$717K -$42.6K -30 -6%
Aviva
393
Aviva
United Kingdom
$714K -$1.78M -1,252 -71%
CWM
394
Calamos Wealth Management
Illinois
$710K – – –
RG
395
Rathbones Group
United Kingdom
$710K +$4.26K +3 +0.6%
OPERF
396
Oregon Public Employees Retirement Fund
Oregon
$710K +$710K +500 New
Bank of Nova Scotia
397
Bank of Nova Scotia
Ontario, Canada
$697K +$273K +192 +64%
Neuberger Berman Group
398
Neuberger Berman Group
New York
$689K -$1.12M -787 -62%
EP
399
Edgestream Partners
New Jersey
$684K +$684K +482 New
VPIM
400
Vanguard Personalized Indexing Management
California
$683K -$29.8K -21 -4%
14 15
16
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