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Markel Group

521 hedge funds and large institutions have $10.6B invested in Markel Group in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 180 increasing their positions, 157 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
Holders Change %
0%
% of All Funds
11.29%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.5%
New
56
Increased
180
Reduced
157
Closed
49
Calls
$10.2M
Puts
$19.8M
Net Calls
-$9.66M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
426
Dougherty Wealth Advisers
Minnesota
$79K
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$76K +$76K +76 New
SIA
428
SeaBridge Investment Advisors
New Jersey
$69K
LC
429
Lindbrook Capital
California
$63K +$19.7K +20 +45%
CFA
430
Carroll Financial Associates
North Carolina
$54K
RFC
431
Regions Financial Corp
Alabama
$53K
PWMG
432
Prestige Wealth Management Group
New Jersey
$50K -$1K -1 -2%
HCM
433
Highlander Capital Management
New Jersey
$50K
DOA
434
D'Orazio & Associates
Virginia
$50K
NFG
435
Next Financial Group
Texas
$47K -$14K -14 -23%
CHC
436
City Holding Co
West Virginia
$47K
NFH
437
NEXT Financial Holdings
Texas
$47K +$47K +47 New
QT
438
Quantamental Technologies
New York
$45K -$215K -215 -83%
SBL
439
Sargent Bickham Lagudis
Colorado
$45K
FPFS
440
First Personal Financial Services
North Carolina
$41K
ACS
441
Archford Capital Strategies
Illinois
$40K
PMFA
442
Plante Moran Financial Advisors
Michigan
$39K
SWM
443
SeaCrest Wealth Management
New York
$39K
MA
444
MCF Advisors
Kentucky
$38K +$13K +13 +52%
NSIM
445
North Star Investment Management
Illinois
$34K
TL
446
TrueWealth LLC
Georgia
$34K
PA
447
Parallel Advisors
California
$33K -$30K -30 -48%
CFN
448
Cordasco Financial Network
Florida
$33K
TWA
449
TCI Wealth Advisors
Arizona
$32K
FPS
450
Fieldpoint Private Securities
Connecticut
$30K