MKL icon

Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
Citadel Advisors
2
Citadel Advisors
Florida
$47.5M
3
CS
3
Credit Suisse
Switzerland
$46.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
401
PDT Partners
New York
$512K +$512K +415 New
AF
402
Advisornet Financial
Minnesota
$511K -$1.23K -1 -0.2%
AC
403
Avestar Capital
New York
$502K +$183K +148 +57%
HVP
404
Hudson Value Partners
Florida
$487K – – –
CSI
405
Cross Staff Investments
New York
$481K +$481K +390 New
SFM
406
Systematic Financial Management
New Jersey
$471K +$67.8K +55 +17%
JFL
407
Jarislowsky, Fraser Ltd
Quebec, Canada
$468K +$61.6K +50 +15%
X
408
Xponance
Pennsylvania
$466K +$6.16K +5 +1%
MLICM
409
Metropolitan Life Insurance Company (MetLife)
New York
$464K – – –
TTWM
410
TCV Trust & Wealth Management
Virginia
$462K +$462K +374 New
PC
411
Pecaut & Co
Iowa
$460K – – –
TI
412
Trexquant Investment
Connecticut
$457K +$457K +370 New
PA
413
Procyon Advisors
Connecticut
$450K +$110K +89 +32%
VIA
414
Vident Investment Advisory
Georgia
$446K -$25.9K -21 -5%
ACM
415
Adalta Capital Management
New York
$444K – – –
BSW
416
Buckingham Strategic Wealth
Missouri
$427K -$25.9K -21 -6%
BBI
417
Baxter Bros Inc
Connecticut
$427K – – –
Baird Financial Group
418
Baird Financial Group
Wisconsin
$426K +$4.94K +4 +1%
Cerity Partners
419
Cerity Partners
New York
$419K +$20.8K +17 +5%
BEC
420
Blue Edge Capital
Virginia
$411K – – –
GC
421
Gilbert & Cook
Iowa
$408K +$1.23K +1 +0.3%
WAG
422
Winthrop Advisory Group
Massachusetts
$404K – – –
PCA
423
Personal Capital Advisors
California
$404K +$404K +327 New
MCM
424
Maryland Capital Management
Maryland
$404K +$404K +327 New
RJT
425
Raymond James Trust
Florida
$403K -$8.65K -7 -2%
15 16
17
18 19