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Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
Citadel Advisors
2
Citadel Advisors
Florida
$47.5M
3
CS
3
Credit Suisse
Switzerland
$46.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
426
Encompass Wealth Advisors
Oregon
$401K – – –
YCM
427
Yousif Capital Management
Michigan
$391K +$391K +317 New
OWA
428
Opal Wealth Advisors
New York
$386K +$175K +142 +83%
BRG
429
Bay Rivers Group
Virginia
$383K -$12.4K -10 -3%
Vontobel Holding
430
Vontobel Holding
Switzerland
$377K -$53K -43 -12%
BCV
431
Banque Cantonale Vaudoise
Switzerland
$374K – – –
BG
432
Bellevue Group
Switzerland
$370K – – –
MF
433
Manchester Financial
California
$370K +$370K +300 New
RG
434
Rathbones Group
United Kingdom
$368K – – –
EI
435
Ethic Inc
New York
$360K +$40.7K +33 +13%
IWC
436
Integrated Wealth Concepts
Massachusetts
$357K +$30.9K +25 +9%
WP
437
WealthPLAN Partners
Nebraska
$356K +$24.6K +20 +7%
II
438
Inspire Investing
Idaho
$354K +$2.47K +2 +0.7%
KIC
439
Keating Investment Counselors
Florida
$353K – – –
WA
440
Wambolt & Associates
Colorado
$353K – – –
TSS
441
Two Sigma Securities
New York
$348K +$348K +282 New
MFW
442
Meristem Family Wealth
Minnesota
$348K +$348K +282 New
RFC
443
Regions Financial Corp
Alabama
$347K +$347K +281 New
PAS
444
Park Avenue Securities
New York
$344K -$71.5K -58 -17%
RIM
445
Redpoint Investment Management
Australia
$344K – – –
QCM
446
Quantinno Capital Management
New York
$341K – – –
VAS
447
Vestmark Advisory Solutions
Massachusetts
$332K +$3.7K +3 +1%
SI
448
Stephens Inc
Arkansas
$326K -$92.6K -75 -22%
CFA
449
Carroll Financial Associates
North Carolina
$325K +$65.7K +54 +25%
CCA
450
Cadent Capital Advisors
Oklahoma
$325K +$90.2K +73 +38%
16 17
18
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