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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$699M
2
DSA
Davis Selected Advisers
Arizona
$330M
3
EIP
Epoch Investment Partners
New York
$47.6M
4
BlackRock
BlackRock
New York
$866M
5
Victory Capital Management
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
SO
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
426
Kestra Private Wealth Services
Texas
$401K +$149K +113 +59%
AWM
427
Atticus Wealth Management
Florida
$395K – – –
LNC
428
Lincoln National Corp
Pennsylvania
$395K +$90.9K +69 +30%
IWC
429
Integrated Wealth Concepts
Massachusetts
$393K -$6.59K -5 -2%
RG
430
Rathbones Group
United Kingdom
$393K -$263K -200 -40%
AUB
431
Atlantic Union Bankshares
Virginia
$391K -$40.8K -31 -9%
SCA
432
Snowden Capital Advisors
New York
$391K +$123K +93 +46%
AG
433
Ascent Group
Virginia
$389K +$19.8K +15 +5%
OAM
434
Oppenheimer Asset Management
New York
$389K +$389K +295 New
QCM
435
Quantinno Capital Management
New York
$381K +$1.32K +1 +0.3%
KIC
436
Keating Investment Counselors
Florida
$377K – – –
WIM
437
WealthPlan Investment Management
Nebraska
$376K -$6.84K -5 -2%
FCBT
438
First Citizens Bank & Trust
North Carolina
$374K +$73.7K +56 +25%
WWC
439
Waypoint Wealth Counsel
Georgia
$372K +$372K +282 New
WP
440
WealthPLAN Partners
Nebraska
$371K +$371K +275 New
BMSSC
441
B. Metzler seel. Sohn & Co
Germany
$365K +$64.6K +49 +21%
APW
442
Acima Private Wealth
Virginia
$364K – – –
EWM
443
Empirical Wealth Management
Washington
$364K +$7.91K +6 +2%
BPC
444
Banque Pictet & Cie
Switzerland
$362K +$362K +275 New
MF
445
Manchester Financial
California
$361K -$7.91K -6 -2%
BCV
446
Banque Cantonale Vaudoise
Switzerland
$360K – – –
WA
447
Wambolt & Associates
Colorado
$353K -$7.91K -6 -2%
VAS
448
Vestmark Advisory Solutions
Massachusetts
$353K +$63.2K +48 +22%
MGWM
449
Marks Group Wealth Management
Minnesota
$349K +$3.95K +3 +1%
YCM
450
Yousif Capital Management
Michigan
$348K +$32.9K +25 +10%
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