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Markel Group
MKL

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in Markel Group in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 213 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.06%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.54%
New
73
Increased
185
Reduced
213
Closed
64
Calls
$64.5M
Puts
$156M
Net Calls
-$91.5M
Net Calls Change
-$3.24M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$620M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$75.8M
3
ESCM
Echo Street Capital Management
New York
+$55.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$36.7M
5
ZIG
Zurich Insurance Group
Switzerland
+$36.2M

Top Sellers

1
CIA
Citadel Investment Advisory
Ohio
-$211M
2
Millennium Management
Millennium Management
New York
-$54.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$51.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$51.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
451
One Wealth Advisors
California
$330K +$10.3K +7 +3%
ECM
452
Elgethun Capital Management
South Dakota
$326K +$326K +221 New
BMSSC
453
B. Metzler seel. Sohn & Co
Germany
$323K – – –
GW
454
GW & Wade
Massachusetts
$320K – – –
LNC
455
Lincoln National Corp
Pennsylvania
$320K +$63.4K +43 +25%
VI
456
Vestcor Inc
New Brunswick, Canada
$319K +$69.4K +47 +28%
Vontobel Holding
457
Vontobel Holding
Switzerland
$317K -$141K -94 -31%
IRF
458
IBM Retirement Fund
New York
$317K -$14.7K -10 -4%
GT
459
Greenleaf Trust
Michigan
$317K +$33.9K +23 +12%
TF
460
Tompkins Financial
New York
$317K +$44.2K +30 +16%
FFM
461
Forum Financial Management
Illinois
$314K +$5.9K +4 +2%
SIC
462
Sterling Investment Counsel
New York
$313K +$4.43K +3 +1%
SI
463
Stephens Inc
Arkansas
$311K -$78.1K -53 -20%
PCM
464
Parsons Capital Management
Rhode Island
$310K – – –
V
465
Veritable
Delaware
$308K +$8.84K +6 +3%
PPWM
466
Paragon Private Wealth Management
Kentucky
$306K +$306K +220 New
SFA
467
Sequoia Financial Advisors
Ohio
$301K +$301K +204 New
SWM
468
Spire Wealth Management
Virginia
$299K -$834K -566 -74%
EAM
469
Erste Asset Management
Austria
$299K – – –
BCA
470
Bay Colony Advisors
Massachusetts
$294K – – –
PIMG
471
Patriot Investment Management Group
Tennessee
$292K – – –
ECM
472
Evergreen Capital Management
Washington
$285K +$7.38K +5 +3%
RC
473
RegentAtlantic Capital
New Jersey
$283K -$7.37K -5 -3%
LIM
474
Leavell Investment Management
Alabama
$283K – – –
NQWM
475
Northwest Quadrant Wealth Management
Oregon
$282K – – –
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19
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