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Markel Group
MKL

Overview Fund Activity

522 hedge funds and large institutions have $9.87B invested in Markel Group in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-46
Holders Change %
-8.1%
% of All Funds
11.53%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.64%
New
50
Increased
187
Reduced
174
Closed
90
Calls
$33.8M
Puts
$34.6M
Net Calls
-$766K
Net Calls Change
+$1.29M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$40.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.16B
3
MAM
Martingale Asset Management
Massachusetts
$19.7M
4
Invesco
Invesco
Georgia
$36.9M
5
DDC
DF Dent & Co
Maryland
$189M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$0
3
UBS Group
UBS Group
Switzerland
$7.79M
4
ACM
AKRE Capital Management
Virginia
$462M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
II
451
Inspire Investing
Idaho
$43K +$43K +46 New
AIC
452
Ameritas Investment Company
Nebraska
$39K +$929 +1 +2%
CFN
453
Cordasco Financial Network
Florida
$36K – – –
OPS
454
Orion Portfolio Solutions
Nebraska
$36K +$923 +1 +3%
QCG
455
Quadrant Capital Group
Ohio
$34K -$17.5K -18 -34%
AA
456
Ancora Advisors
Ohio
$34K – – –
NSIM
457
North Star Investment Management
Illinois
$32K – – –
SBL
458
Sargent Bickham Lagudis
Colorado
$32K +$32K +35 New
TWA
459
TCI Wealth Advisors
Arizona
$30K -$30K -32 -50%
APA
460
American Portfolios Advisors
New York
$28.8K -$51K -55 -64%
SL
461
Salomon & Ludwin
Virginia
$28K – – –
CHA
462
Carmichael Hill & Associates
Maryland
$28K – – –
CDIA
463
Capital Directions Investment Advisors
Georgia
$27K – – –
CAN
464
Claraphi Advisory Network
United States
$27K +$27K +29 New
PCG
465
Private Capital Group
Connecticut
$25K – – –
PCM
466
Penserra Capital Management
California
$25K +$6.9K +8 +38%
SWM
467
Selective Wealth Management
Virginia
$23K – – –
AWM
468
Avior Wealth Management
Nebraska
$23K +$23K +25 New
SNT
469
Security National Trust
West Virginia
$21K – – –
VNA
470
Valley National Advisers
Pennsylvania
$20K – – –
PVH
471
Psagot Value Holdings
Israel
$20K – – –
AA
472
Advisory Alpha
Michigan
$19.4K -$4.41K -5 -19%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$19K -$8.55K -9 -31%
Credit Agricole
474
Credit Agricole
France
$19K – – –
BWA
475
BDO Wealth Advisors
Florida
$19K +$19K +20 New
17 18
19
20 21