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Markel Group

781 hedge funds and large institutions have $15.2B invested in Markel Group in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 300 increasing their positions, 241 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-22
Holders Change %
-2.74%
% of All Funds
11.3%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.45%
New
66
Increased
300
Reduced
241
Closed
78
Calls
$31.4M
Puts
$32M
Net Calls
-$627K
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
426
Lakewood Asset Management
Illinois
$762K -$65.9K -42 -8%
BEI
427
Benjamin Edwards Inc
Missouri
$762K +$762K +486 New
SA
428
SpiderRock Advisors
Delaware
$742K +$494K +315 +199%
CIBC Asset Management
429
CIBC Asset Management
Ontario, Canada
$737K +$37.6K +24 +5%
SGI
430
Summit Global Investments
Utah
$726K +$726K +463 New
CIA
431
Concurrent Investment Advisors
Florida
$725K +$26.7K +17 +4%
MWM
432
Mission Wealth Management
California
$723K
OAC
433
OMERS Administration Corp
Ontario, Canada
$717K
FSA
434
Financial Security Advisor
Virginia
$709K -$22K -14 -3%
PWM
435
Perigon Wealth Management
California
$704K +$3.14K +2 +0.4%
YDMI
436
Y.D. More Investments
Israel
$690K +$31.4K +20 +5%
BAM
437
Brave Asset Management
New Jersey
$689K
HTC
438
Haverford Trust Company
Pennsylvania
$681K +$315K +201 +86%
SF
439
Synovus Financial
Georgia
$678K +$116K +74 +21%
AAP
440
Arax Advisory Partners
Colorado
$671K -$246K -157 -27%
QWM
441
Quadcap Wealth Management
Texas
$670K +$4.71K +3 +0.7%
DWM
442
Diversify Wealth Management
Utah
$668K +$78.4K +50 +13%
GC
443
Gilbert & Cook
Iowa
$660K -$29.8K -19 -4%
IVP
444
Intrinsic Value Partners
Arizona
$660K -$1.57K -1 -0.2%
JWCA
445
J.W. Cole Advisors
Florida
$656K +$325K +207 +98%
WIM
446
WealthPlan Investment Management
Nebraska
$649K +$32.9K +21 +5%
BCA
447
Bay Colony Advisors
Massachusetts
$645K +$61.2K +39 +10%
FCMC
448
Founders Capital Management (Connecticut)
Connecticut
$643K -$248K -158 -28%
OGC
449
Oak Grove Capital
New Hampshire
$643K
LTAS
450
Linden Thomas Advisory Services
North Carolina
$631K -$4.71K -3 -0.7%