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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
Davis Selected Advisers
Arizona
$367M
3
GLCM
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
Jennison Associates
New York
$73M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
BlackRock
New York
$877M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
Principal Financial Group
Iowa
$791M
4
PCH
Polar Capital Holdings
United Kingdom
$140M
5
State Street
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
426
Vinva Investment Management
Australia
$484K -$61.8K -45 -11%
BCA
427
Bay Colony Advisors
Massachusetts
$484K – – –
BBI
428
Baxter Bros Inc
Connecticut
$479K – – –
DCM
429
Dupont Capital Management
Delaware
$470K -$55.3K -40 -11%
BEC
430
Blue Edge Capital
Virginia
$461K – – –
JFL
431
Jarislowsky, Fraser Ltd
Quebec, Canada
$456K – – –
WAG
432
Winthrop Advisory Group
Massachusetts
$452K – – –
VI
433
Vestcor Inc
New Brunswick, Canada
$441K – – –
WAG
434
Wallace Advisory Group
California
$439K – – –
ACP
435
Arcus Capital Partners
Georgia
$438K – – –
UCFA
436
United Capital Financial Advisors
Texas
$438K -$571K -413 -57%
CPW
437
Crestmont Private Wealth
Texas
$438K +$44.3K +32 +11%
Voloridge Investment Management
438
Voloridge Investment Management
Florida
$434K +$434K +314 New
CCA
439
Cadent Capital Advisors
Oklahoma
$433K – – –
OWA
440
Opal Wealth Advisors
New York
$432K -$12.4K -9 -3%
BRG
441
Bay Rivers Group
Virginia
$429K – – –
OGC
442
Oak Grove Capital
New Hampshire
$422K +$422K +305 New
SEC
443
Seven Eight Capital
New York
$419K +$419K +303 New
QCM
444
Quantinno Capital Management
New York
$418K +$6.92K +5 +2%
OAM
445
Oppenheimer Asset Management
New York
$415K +$23.5K +17 +6%
KPWS
446
Kestra Private Wealth Services
Texas
$408K +$1.38K +1 +0.3%
BL
447
Balentine LLC
Georgia
$407K +$11.1K +8 +3%
CCM
448
Canal Capital Management
Virginia
$407K -$4.15K -3 -1%
TMAM
449
Tokio Marine Asset Management
Japan
$405K +$6.92K +5 +2%
CC
450
Corton Capital
Ontario, Canada
$401K -$130K -94 -24%
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