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Markel Group
MKL

Overview Fund Activity

638 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.79%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
186
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$605M
2
Morgan Stanley
Morgan Stanley
New York
$117M
3
FWIA
Fort Washington Investment Advisors
Ohio
$105M
4
CIA
Citadel Investment Advisory
Ohio
$20.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$17.8M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$37.2M
2
DDC
DF Dent & Co
Maryland
$194M
3
First Trust Advisors
First Trust Advisors
Illinois
$218M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
$37.1M
5
SEI Investments
SEI Investments
Pennsylvania
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$309K +$19.4K +15 +7%
VAS
452
Vestmark Advisory Solutions
Massachusetts
$308K -$15.5K -12 -5%
II
453
Inspire Investing
Idaho
$308K -$6.47K -5 -2%
FNBT
454
FineMark National Bank & Trust
Florida
$308K – – –
OWA
455
One Wealth Advisors
California
$307K +$16.8K +13 +6%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$306K +$129K +100 +73%
HH
457
Hilltop Holdings
Texas
$304K -$25.9K -20 -8%
CCG
458
Cypress Capital Group
Florida
$302K – – –
PAS
459
Park Avenue Securities
New York
$301K -$46.5K -36 -13%
LNC
460
Lincoln National Corp
Pennsylvania
$299K +$18.1K +14 +6%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$294K +227 New
DWM
462
Dakota Wealth Management
Florida
$292K -$41.3K -32 -12%
CT
463
Clearstead Trust
Maine
$291K – – –
ST
464
Spinnaker Trust
Maine
$291K – – –
Vontobel Holding
465
Vontobel Holding
Switzerland
$291K +$18K +14 +7%
TSS
466
Two Sigma Securities
New York
$286K -$22K -17 -7%
AF
467
Advisornet Financial
Minnesota
$286K -$3.88K -3 -1%
SI
468
Stephens Inc
Arkansas
$285K +$11.7K +9 +4%
BMSSC
469
B. Metzler seel. Sohn & Co
Germany
$283K – – –
FFM
470
Forum Financial Management
Illinois
$279K +$3.88K +3 +1%
V
471
Veritable
Delaware
$279K +$9.04K +7 +3%
TF
472
Tompkins Financial
New York
$278K – – –
Squarepoint
473
Squarepoint
New York
$274K +$46.5K +36 +20%
SFA
474
Sequoia Financial Advisors
Ohio
$273K +$9.06K +7 +3%
GT
475
Greenleaf Trust
Michigan
$272K -$6.48K -5 -2%
17 18
19
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