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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.8M
2
CB
Cooke & Bieler
Pennsylvania
$59.8M
3
Jennison Associates
Jennison Associates
New York
$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$45.7M
5
CCM
Check Capital Management
California
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
401
Elgethun Capital Management
South Dakota
$491K -$38.9K -30 -7%
CC
402
Corton Capital
Ontario, Canada
$491K +$491K +384 New
DCM
403
Dupont Capital Management
Delaware
$485K -$204K -160 -30%
MGP
404
Metis Global Partners
California
$484K -$175K -137 -27%
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$483K +$76.5K +60 +19%
PC
406
Pecaut & Co
Iowa
$483K – – –
MML Investors Services
407
MML Investors Services
Massachusetts
$482K -$81.8K -64 -15%
LNC
408
Lincoln National Corp
Pennsylvania
$479K +$95.8K +75 +25%
ONB
409
Old National Bancorp
Indiana
$478K -$35.8K -28 -7%
HVP
410
Hudson Value Partners
Florida
$473K – – –
CSI
411
Cross Staff Investments
New York
$473K – – –
JCM
412
Jacobsen Capital Management
Utah
$470K -$1.17M -917 -71%
PPWM
413
Paragon Private Wealth Management
Kentucky
$466K +$204K +160 +78%
ACM
414
Adalta Capital Management
New York
$460K – – –
RJT
415
Raymond James Trust
Florida
$460K – – –
SF
416
Synovus Financial
Georgia
$457K – – –
EAM
417
Erste Asset Management
Austria
$455K +$202K +160 +80%
Wealthfront Advisers
418
Wealthfront Advisers
California
$453K -$1.35M -1,057 -75%
BBI
419
Baxter Bros Inc
Connecticut
$442K – – –
AWM
420
Axxcess Wealth Management
California
$442K +$1.28K +1 +0.3%
BCA
421
Bay Colony Advisors
Massachusetts
$442K +$7.58K +6 +2%
WAG
422
Wallace Advisory Group
California
$439K -$2.56K -2 -0.6%
JF
423
Jump Financial
Illinois
$433K +$433K +339 New
DGAM
424
Desjardins Global Asset Management
Quebec, Canada
$432K -$74.1K -58 -15%
BEC
425
Blue Edge Capital
Virginia
$425K – – –
15 16
17
18 19