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Markel Group

740 hedge funds and large institutions have $15.4B invested in Markel Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 267 increasing their positions, 239 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+13
Holders Change %
+1.79%
% of All Funds
10.73%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.46%
New
92
Increased
267
Reduced
239
Closed
69
Calls
$53.1M
Puts
$67.1M
Net Calls
-$14M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
401
HB Wealth Management
Georgia
$777K +$552K +363 +245%
CPBTD
402
Central Pacific Bank - Trust Division
Hawaii
$776K +$776K +514 New
GC
403
Gilbert & Cook
Iowa
$774K -$30.4K -20 -4%
Neuberger Berman Group
404
Neuberger Berman Group
New York
$773K +$35K +23 +5%
Aviva
405
Aviva
United Kingdom
$764K -$1.52K -1 -0.2%
AAP
406
Arax Advisory Partners
Colorado
$762K +$321K +211 +73%
CWM
407
Calamos Wealth Management
Illinois
$761K
SCA
408
Sage Capital Advisors
South Dakota
$761K +$533K +350 +233%
AT
409
Avalon Trust
New Mexico
$761K +$761K +500 New
FSA
410
Financial Security Advisor
Virginia
$759K +$50.2K +33 +7%
HIS
411
Harvest Investment Services
Illinois
$739K -$28.9K -19 -4%
LOAMS
412
Lombard Odier Asset Management (Switzerland)
Switzerland
$739K +$739K +486 New
QI
413
Qtron Investments
Massachusetts
$717K
MWM
414
Mission Wealth Management
California
$706K +$706K +464 New
DPAM
415
Degroof Petercam Asset Management
Belgium
$694K
CCA
416
Conestoga Capital Advisors
Pennsylvania
$692K -$76.1K -50 -10%
RJT
417
Raymond James Trust
Florida
$692K +$16.7K +11 +2%
PAG
418
Private Advisor Group
New Jersey
$691K -$100K -66 -13%
WSTAM
419
Wilbanks Smith & Thomas Asset Management
Virginia
$688K
MGP
420
Metis Global Partners
California
$688K +$18.3K +12 +3%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$682K -$6.09K -4 -0.9%
PWM
422
Perigon Wealth Management
California
$677K
Chevy Chase Trust
423
Chevy Chase Trust
Maryland
$671K +$1.52K +1 +0.2%
BAM
424
Brave Asset Management
New Jersey
$668K +$32K +21 +5%
QWM
425
Quadcap Wealth Management
Texas
$665K +$7.61K +5 +1%