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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$85.8M
2
CB
Cooke & Bieler
Pennsylvania
+$59.8M
3
Jennison Associates
Jennison Associates
New York
+$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$45.7M
5
CCM
Check Capital Management
California
+$19M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$41.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
4
ZIG
Zurich Insurance Group
Switzerland
-$18M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
451
Glenmede Trust
Pennsylvania
$360K -$626K -490 -63%
MGWM
452
Marks Group Wealth Management
Minnesota
$359K +$20.4K +16 +6%
YCM
453
Yousif Capital Management
Michigan
$356K +$19.2K +15 +6%
BMSSC
454
B. Metzler seel. Sohn & Co
Germany
$354K – – –
WA
455
Wambolt & Associates
Colorado
$353K +$5.19K +4 +1%
EWM
456
Empirical Wealth Management
Washington
$353K – – –
APW
457
Acima Private Wealth
Virginia
$353K – – –
Walleye Trading
458
Walleye Trading
New York
$346K +$346K +271 New
LWM
459
Lodestone Wealth Management
Washington
$345K +$345K +270 New
VAS
460
Vestmark Advisory Solutions
Massachusetts
$345K +$2.56K +2 +0.7%
MF
461
Manchester Financial
California
$344K -$6.39K -5 -2%
Bank of Nova Scotia
462
Bank of Nova Scotia
Ontario, Canada
$342K -$178K -139 -34%
IWM
463
IHT Wealth Management
Illinois
$341K +$341K +267 New
SL
464
Salomon & Ludwin
Virginia
$341K -$158K -124 -32%
SIC
465
Sterling Investment Counsel
New York
$341K +$47.3K +37 +16%
SC
466
Savant Capital
Illinois
$339K +$10.2K +8 +3%
BSW
467
Buckingham Strategic Wealth
Missouri
$337K – – –
AIM
468
Allen Investment Management
New York
$335K – – –
BIA
469
Beacon Investment Advisors
Maryland
$333K +$2.56K +2 +0.8%
OWA
470
One Wealth Advisors
California
$330K -$2.56K -2 -0.8%
WIM
471
WealthPlan Investment Management
Nebraska
$326K -$25.5K -20 -7%
MA
472
MCF Advisors
Kentucky
$326K – – –
FFM
473
Flagstone Financial Management
Nebraska
$324K – – –
SCA
474
Snowden Capital Advisors
New York
$319K -$60K -47 -16%
TNBTD
475
Trustmark National Bank Trust Department
Mississippi
$319K – – –
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