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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
+$80.2M
2
DSA
Davis Selected Advisers
Arizona
+$27.1M
3
GLCM
Greenlea Lane Capital Management
Connecticut
+$24.8M
4
Jennison Associates
Jennison Associates
New York
+$20.6M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$19.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$38.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$30.9M
3
Principal Financial Group
Principal Financial Group
Iowa
-$18.9M
4
PCH
Polar Capital Holdings
United Kingdom
-$17.3M
5
State Street
State Street
Massachusetts
-$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
401
MainStreet Investment Advisors
Illinois
$607K -$6.92K -5 -1%
IP
402
Intellectus Partners
California
$607K – – –
VCA
403
Verdence Capital Advisors
Maryland
$599K -$71.9K -52 -11%
NA
404
NewEdge Advisors
Louisiana
$595K – – –
AC
405
AXQ Capital
New Jersey
$593K +$593K +429 New
CSPIA
406
Cary Street Partners Investment Advisory
Virginia
$589K – – –
PCIA
407
Prime Capital Investment Advisors
Kansas
$586K +$296K +214 +102%
BAM
408
Brave Asset Management
New Jersey
$578K -$138K -100 -19%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$575K -$18K -13 -3%
IAS
410
Insigneo Advisory Services
Florida
$564K -$5.53K -4 -1%
IWC
411
Integrated Wealth Concepts
Massachusetts
$560K -$18K -13 -3%
AIMCA
412
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$553K – – –
LNC
413
Lincoln National Corp
Pennsylvania
$537K +$18K +13 +3%
RJT
414
Raymond James Trust
Florida
$527K +$29K +21 +6%
ECM
415
Elgethun Capital Management
South Dakota
$524K – – –
PC
416
Pecaut & Co
Iowa
$523K – – –
DGAM
417
Desjardins Global Asset Management
Quebec, Canada
$517K +$49.8K +36 +11%
ONB
418
Old National Bancorp
Indiana
$517K – – –
CSI
419
Cross Staff Investments
New York
$512K – – –
ATPW
420
Ashton Thomas Private Wealth
Arizona
$512K +$512K +370 New
Wealthfront Advisers
421
Wealthfront Advisers
California
$509K +$18K +13 +4%
VPIM
422
Vanguard Personalized Indexing Management
California
$503K +$96.8K +70 +24%
SF
423
Synovus Financial
Georgia
$495K – – –
THWM
424
Taylor Hoffman Wealth Management
Virginia
$495K +$34.6K +25 +8%
GWA
425
GGM Wealth Advisors
Maryland
$494K +$494K +355 New
15 16
17
18 19