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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
401
Seeyond
France
$478K +$277K +210 +137%
RJT
402
Raymond James Trust
Florida
$475K +$27.7K +21 +6%
ACM
403
Adalta Capital Management
New York
$474K – – –
SF
404
Synovus Financial
Georgia
$472K -$48.7K -37 -9%
BBI
405
Baxter Bros Inc
Connecticut
$456K – – –
WAG
406
Wallace Advisory Group
California
$456K +$456K +346 New
AWM
407
Axxcess Wealth Management
California
$455K +$455K +345 New
BCA
408
Bay Colony Advisors
Massachusetts
$453K +$27.7K +21 +7%
PI
409
PEAK6 Investments
Illinois
$446K +$446K +339 New
BEC
410
Blue Edge Capital
Virginia
$439K – – –
LW
411
Linscomb Wealth
Texas
$437K – – –
JFL
412
Jarislowsky, Fraser Ltd
Quebec, Canada
$435K – – –
OWA
413
Opal Wealth Advisors
New York
$432K -$6.59K -5 -2%
WAG
414
Winthrop Advisory Group
Massachusetts
$431K – – –
VI
415
Vestcor Inc
New Brunswick, Canada
$423K +$1.32K +1 +0.3%
SC
416
Sonen Capital
California
$420K +$31.6K +24 +8%
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
$419K -$332K -253 -44%
ACP
418
Arcus Capital Partners
Georgia
$418K -$163K -124 -28%
CA
419
Cresta Advisors
Texas
$416K +$145K +110 +53%
CCA
420
Cadent Capital Advisors
Oklahoma
$412K +$65.9K +50 +19%
THWM
421
Taylor Hoffman Wealth Management
Virginia
$411K -$365K -277 -47%
ETIA
422
Epic Trust Investment Advisors
Washington
$411K -$9.22K -7 -2%
BRG
423
Bay Rivers Group
Virginia
$408K – – –
Simplex Trading
424
Simplex Trading
Illinois
$405K +$405K +308 New
BL
425
Balentine LLC
Georgia
$403K -$39.5K -30 -9%
15 16
17
18 19