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Markel Group
MKL

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in Markel Group in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 213 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.06%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.54%
New
73
Increased
185
Reduced
213
Closed
64
Calls
$64.5M
Puts
$156M
Net Calls
-$91.5M
Net Calls Change
-$3.24M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$620M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$75.8M
3
ESCM
Echo Street Capital Management
New York
+$55.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$36.7M
5
ZIG
Zurich Insurance Group
Switzerland
+$36.2M

Top Sellers

1
CIA
Citadel Investment Advisory
Ohio
-$211M
2
Millennium Management
Millennium Management
New York
-$54.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$51.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$51.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
426
Park Avenue Securities
New York
$397K -$14.8K -10 -4%
WP
427
WealthPLAN Partners
Nebraska
$391K – – –
WIM
428
WealthPlan Investment Management
Nebraska
$391K +$391K +289 New
CCA
429
Cadent Capital Advisors
Oklahoma
$388K – – –
FC
430
Financial Consulate
Maryland
$388K +$8.85K +6 +2%
AIM
431
Allen Investment Management
New York
$387K – – –
DWM
432
Dakota Wealth Management
Florida
$381K +$381K +258 New
SC
433
Savant Capital
Illinois
$379K – – –
MCM
434
Maryland Capital Management
Maryland
$378K -$105K -71 -22%
HH
435
Hilltop Holdings
Texas
$376K +$31K +21 +9%
MA
436
MCF Advisors
Kentucky
$376K +$376K +255 New
MGWM
437
Marks Group Wealth Management
Minnesota
$373K +$5.9K +4 +2%
VAS
438
Vestmark Advisory Solutions
Massachusetts
$369K -$28K -19 -7%
SP
439
Symmetry Partners
Connecticut
$369K – – –
CAG
440
Crestwood Advisors Group
Massachusetts
$369K – – –
TNBTD
441
Trustmark National Bank Trust Department
Mississippi
$369K – – –
NFGCM
442
Norman Fields Gottscho Capital Management
New York
$369K – – –
II
443
Inspire Investing
Idaho
$358K -$64.8K -44 -15%
TSS
444
Two Sigma Securities
New York
$351K -$64.9K -44 -16%
FNBT
445
FineMark National Bank & Trust
Florida
$351K – – –
CCG
446
Cypress Capital Group
Florida
$344K +$26.6K +18 +8%
CT
447
Clearstead Trust
Maine
$332K -$3.77M -2,555 -92%
ST
448
Spinnaker Trust
Maine
$332K – – –
AF
449
Advisornet Financial
Minnesota
$330K -$280K -190 -46%
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$330K – – –
16 17
18
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