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Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
Citadel Advisors
2
Citadel Advisors
Florida
$47.5M
3
CS
3
Credit Suisse
Switzerland
$46.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$24.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$81M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
451
Regency Capital Management
Hawaii
$325K +$298K +241 +1,095%
AIM
452
Allen Investment Management
New York
$323K – – –
PCM
453
Prelude Capital Management
New York
$322K +$322K +261 New
Allianz Asset Management
454
Allianz Asset Management
Germany
$321K – – –
OIA
455
OneDigital Investment Advisors
Kansas
$321K +$321K +260 New
FC
456
Financial Consulate
Maryland
$317K -$78.9K -64 -20%
SC
457
Savant Capital
Illinois
$317K – – –
SP
458
Symmetry Partners
Connecticut
$309K – – –
TNBTD
459
Trustmark National Bank Trust Department
Mississippi
$309K – – –
NFGCM
460
Norman Fields Gottscho Capital Management
New York
$309K – – –
CAG
461
Crestwood Advisors Group
Massachusetts
$308K – – –
MGWM
462
Marks Group Wealth Management
Minnesota
$307K -$16K -13 -5%
ACP
463
Arcus Capital Partners
Georgia
$305K +$90.1K +73 +42%
AAP
464
Arax Advisory Partners
Colorado
$297K -$9.86K -8 -3%
FNBT
465
FineMark National Bank & Trust
Florida
$294K -$6.18K -5 -2%
HH
466
Hilltop Holdings
Texas
$289K +$14.8K +12 +5%
MWM
467
Modera Wealth Management
New Jersey
$283K +$283K +229 New
IRF
468
IBM Retirement Fund
New York
$278K -$192K -155 -41%
ST
469
Spinnaker Trust
Maine
$278K – – –
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$276K -$1.23K -1 -0.4%
PGA
471
Portland Global Advisors
Maine
$271K -$185K -150 -41%
BMSSC
472
B. Metzler seel. Sohn & Co
Germany
$269K – – –
OWA
473
One Wealth Advisors
California
$268K +$43.2K +35 +19%
GW
474
GW & Wade
Massachusetts
$268K +$268K +217 New
CCG
475
Cypress Capital Group
Florida
$265K +$265K +215 New
17 18
19
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