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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
426
Brave Asset Management
New Jersey
$594K – – –
VIM
427
Vinva Investment Management
Australia
$593K +$76.2K +54 +15%
SWM
428
Spire Wealth Management
Virginia
$588K -$72.4K -50 -11%
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$584K -$21.3K -15 -4%
IAS
430
Insigneo Advisory Services
Florida
$579K – – –
LTAS
431
Linden Thomas Advisory Services
North Carolina
$571K -$7.1K -5 -1%
AIMCA
432
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$568K – – –
BMCM
433
Burns Matteson Capital Management
New York
$568K +$568K +400 New
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$564K -$7.1K -5 -1%
FSCM
435
Front Street Capital Management
Montana
$557K +$8.53K +6 +2%
TF
436
Trek Financial
Arizona
$555K -$31.2K -22 -5%
MYIA
437
Mount Yale Investment Advisors
Colorado
$552K -$4.26K -3 -0.8%
ATPW
438
Ashton Thomas Private Wealth
Arizona
$550K +$24.1K +17 +5%
IWC
439
Integrated Wealth Concepts
Massachusetts
$545K -$32.7K -23 -6%
LNC
440
Lincoln National Corp
Pennsylvania
$542K -$18.5K -13 -3%
RWM
441
Ritholtz Wealth Management
New York
$540K +$209K +147 +63%
ECM
442
Elgethun Capital Management
South Dakota
$537K -$1.42K -1 -0.3%
PC
443
Pecaut & Co
Iowa
$537K – – –
BCA
444
Bay Colony Advisors
Massachusetts
$532K +$29.8K +21 +6%
NB
445
NBT Bank
New York
$531K – – –
GJWM
446
Gilliland Jeter Wealth Management
Arkansas
$527K +$527K +371 New
CSI
447
Cross Staff Investments
New York
$525K +$14.2K +10 +3%
Wealthfront Advisers
448
Wealthfront Advisers
California
$524K -$4.26K -3 -0.8%
GWA
449
GGM Wealth Advisors
Maryland
$524K – – –
BAMF
450
BI Asset Management Fondsmaeglerselskab
Denmark
$521K -$104K -73 -17%
16 17
18
19 20