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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$85.8M
2
CB
Cooke & Bieler
Pennsylvania
+$59.8M
3
Jennison Associates
Jennison Associates
New York
+$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$45.7M
5
CCM
Check Capital Management
California
+$19M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$41.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
4
ZIG
Zurich Insurance Group
Switzerland
-$18M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
426
Taylor Hoffman Wealth Management
Virginia
$425K +$26.8K +21 +7%
LW
427
Linscomb Wealth
Texas
$423K – – –
JFL
428
Jarislowsky, Fraser Ltd
Quebec, Canada
$422K – – –
WAG
429
Winthrop Advisory Group
Massachusetts
$418K – – –
OWA
430
Opal Wealth Advisors
New York
$410K -$8.94K -7 -2%
VI
431
Vestcor Inc
New Brunswick, Canada
$407K -$2.55K -2 -0.6%
ACP
432
Arcus Capital Partners
Georgia
$405K – – –
CCA
433
Cadent Capital Advisors
Oklahoma
$400K – – –
DU
434
Delphia (USA)
Ontario, Canada
$397K +$397K +311 New
BRG
435
Bay Rivers Group
Virginia
$396K – – –
FCBT
436
First Citizens Bank & Trust
North Carolina
$386K +$23K +18 +6%
RG
437
Rathbones Group
United Kingdom
$381K – – –
AIM
438
Aigen Investment Management
New York
$381K +$381K +298 New
CCM
439
Canal Capital Management
Virginia
$379K +$43.4K +34 +13%
QCM
440
Quantinno Capital Management
New York
$379K +$10.2K +8 +3%
II
441
Inspire Investing
Idaho
$376K +$42.2K +33 +13%
VPIM
442
Vanguard Personalized Indexing Management
California
$376K +$46K +36 +14%
KPWS
443
Kestra Private Wealth Services
Texas
$376K -$12.8K -10 -3%
TMAM
444
Tokio Marine Asset Management
Japan
$368K +$81.8K +64 +29%
BL
445
Balentine LLC
Georgia
$365K -$25.5K -20 -7%
KIC
446
Keating Investment Counselors
Florida
$365K – – –
CPW
447
Crestmont Private Wealth
Texas
$364K +$53.7K +42 +17%
PAG
448
Private Advisor Group
New Jersey
$364K +$364K +285 New
BCV
449
Banque Cantonale Vaudoise
Switzerland
$364K +$15.3K +12 +4%
OAM
450
Oppenheimer Asset Management
New York
$362K -$15.3K -12 -4%
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