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Markel Group
MKL

Overview Fund Activity

568 hedge funds and large institutions have $12.1B invested in Markel Group in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 173 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+61
Holders Change %
+12.03%
% of All Funds
11.22%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.53%
New
88
Increased
173
Reduced
161
Closed
21
Calls
$10.1M
Puts
$12.1M
Net Calls
-$2.06M
Net Calls Change
+$13.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$49.5M
2
ACA
Anchor Capital Advisors
Massachusetts
+$35.8M
3
WIM
Weitz Investment Management
Nebraska
+$32.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$30.5M
5
SO
STRS Ohio
Ohio
+$21.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$103M
2
CCP
Clarkston Capital Partners
Michigan
-$47.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$26.4M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$19.3M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
401
Allen Investment Management
New York
$300K – – –
CCM
402
Chilton Capital Management
Texas
$300K – – –
EWM
403
Evermay Wealth Management
Virginia
$297K – – –
ELC
404
Edgar Lomax Company
Virginia
$297K – – –
RCA
405
Rowland Carmichael Advisors
Arizona
$295K – – –
LIA
406
LS Investment Advisors
Michigan
$294K – – –
GC
407
Gilbert & Cook
Iowa
$294K +$29.7K +26 +11%
Fuller & Thaler Asset Management
408
Fuller & Thaler Asset Management
California
$292K +$28.6K +25 +11%
PP
409
Parplus Partners
New York
$290K +$290K +254 New
TNBTD
410
Trustmark National Bank Trust Department
Mississippi
$286K – – –
NFGCM
411
Norman Fields Gottscho Capital Management
New York
$286K – – –
CAG
412
Crestwood Advisors Group
Massachusetts
$286K – – –
SC
413
Savant Capital
Illinois
$286K – – –
AAM
414
Aureus Asset Management
Massachusetts
$274K – – –
HR
415
Hayden Royal
North Carolina
$268K +$268K +202 New
Mirae Asset Global Investments
416
Mirae Asset Global Investments
South Korea
$265K -$42.3K -37 -14%
SWP
417
Stratos Wealth Partners
Ohio
$264K – – –
FAAS
418
First Allied Advisory Services
California
$263K +$23.4K +21 +10%
AIG
419
American International Group
New York
$262K – – –
RJT
420
Raymond James Trust
Florida
$260K -$207K -181 -44%
PB
421
Pinnacle Bancorp
Nebraska
$259K +$3.42K +3 +1%
NQWM
422
Northwest Quadrant Wealth Management
Oregon
$255K – – –
N
423
Natixis
France
$252K +$252K +221 New
EWA
424
Exencial Wealth Advisors
Oklahoma
$249K -$20.6K -18 -8%
PA
425
Procyon Advisors
Connecticut
$245K +$245K +214 New
15 16
17
18 19