MKL icon

Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
401
Gotham Asset Management
New York
$677K -$25.6K -18 -4%
QI
402
Qtron Investments
Massachusetts
$669K -$32.7K -23 -5%
FSA
403
Financial Security Advisor
Virginia
$662K +$126K +89 +24%
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$653K -$28.4K -20 -4%
Swedbank
405
Swedbank
Sweden
$653K +$4.26K +3 +0.7%
DPAM
406
Degroof Petercam Asset Management
Belgium
$647K +$647K +456 New
BNP Paribas Asset Management
407
BNP Paribas Asset Management
France
$645K +$35.5K +25 +6%
WSTAM
408
Wilbanks Smith & Thomas Asset Management
Virginia
$642K – – –
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$642K +$183K +129 +40%
SPIA
410
Steward Partners Investment Advisory
New York
$640K +$214K +151 +50%
Wolverine Trading
411
Wolverine Trading
Illinois
$638K +$219K +154 +52%
PWM
412
Perigon Wealth Management
California
$632K -$38.3K -27 -6%
RJT
413
Raymond James Trust
Florida
$630K +$90.9K +64 +17%
CIC
414
Chase Investment Counsel
Virginia
$630K – – –
MGP
415
Metis Global Partners
California
$625K -$7.1K -5 -1%
Chevy Chase Trust
416
Chevy Chase Trust
Maryland
$625K – – –
CIA
417
Concurrent Investment Advisors
Florida
$625K +$625K +440 New
CIBC Asset Management
418
CIBC Asset Management
Ontario, Canada
$616K -$222K -156 -26%
IVP
419
Intrinsic Value Partners
Arizona
$615K -$17K -12 -3%
QWM
420
Quadcap Wealth Management
Texas
$613K +$613K +432 New
AWM
421
AE Wealth Management
Kansas
$609K +$609K +413 New
IP
422
Intellectus Partners
California
$609K +$11.4K +8 +2%
MIA
423
MainStreet Investment Advisors
Illinois
$605K +$2.84K +2 +0.5%
CAM
424
Cresset Asset Management
Illinois
$599K -$588K -414 -50%
MML Investors Services
425
MML Investors Services
Massachusetts
$598K +$247K +174 +70%
15 16
17
18 19