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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Canal Capital Management
Virginia
$347K – – –
AIM
452
Allen Investment Management
New York
$345K – – –
II
453
Inspire Investing
Idaho
$344K -$9.22K -7 -3%
OWA
454
One Wealth Advisors
California
$343K +$29K +22 +9%
BIA
455
Beacon Investment Advisors
Maryland
$341K +$341K +259 New
VPIM
456
Vanguard Personalized Indexing Management
California
$340K -$311K -236 -48%
SC
457
Savant Capital
Illinois
$339K – – –
BSW
458
Buckingham Strategic Wealth
Missouri
$337K -$105K -80 -24%
MA
459
MCF Advisors
Kentucky
$336K – – –
FFM
460
Flagstone Financial Management
Nebraska
$335K +$335K +254 New
BCM
461
Bayesian Capital Management
New York
$333K -$60.6K -46 -15%
CAG
462
Crestwood Advisors Group
Massachusetts
$329K – – –
TNBTD
463
Trustmark National Bank Trust Department
Mississippi
$329K – – –
SP
464
Symmetry Partners
Connecticut
$329K – – –
EI
465
Ethic Inc
New York
$324K -$162K -123 -33%
DWM
466
Dakota Wealth Management
Florida
$323K +$25K +19 +8%
CPW
467
Crestmont Private Wealth
Texas
$320K +$320K +243 New
NYLIM
468
New York Life Investment Management
New York
$316K -$5.27K -4 -2%
FNBT
469
FineMark National Bank & Trust
Florida
$314K – – –
JWCA
470
J.W. Cole Advisors
Florida
$307K -$80.4K -61 -21%
SIC
471
Sterling Investment Counsel
New York
$303K +$6.59K +5 +2%
IPW
472
Invictus Private Wealth
Colorado
$303K +$303K +230 New
FSCM
473
Front Street Capital Management
Montana
$303K -$81.7K -62 -21%
SI
474
Stephens Inc
Arkansas
$302K – – –
TCA
475
Transcend Capital Advisors
New Jersey
$302K +$302K +229 New
17 18
19
20 21