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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBI
451
Baxter Bros Inc
Connecticut
$520K +$28.4K +20 +6%
AWM
452
Apollon Wealth Management
South Carolina
$510K +$510K +359 New
SF
453
Synovus Financial
Georgia
$508K – – –
MGWM
454
Marks Group Wealth Management
Minnesota
$508K +$114K +80 +29%
KPWS
455
Kestra Private Wealth Services
Texas
$505K +$38.3K +27 +8%
GCM
456
Graham Capital Management
Connecticut
$498K -$162K -114 -25%
CWM
457
CIBC World Markets
New York
$498K +$498K +351 New
PCIA
458
Prime Capital Investment Advisors
Kansas
$497K -$135K -95 -21%
MA
459
MCF Advisors
Kentucky
$497K +$213K +150 +75%
THWM
460
Taylor Hoffman Wealth Management
Virginia
$488K – – –
DI
461
DFPG Investments
Utah
$479K +$80K +56 +20%
OGC
462
Oak Grove Capital
New Hampshire
$476K +$71K +50 +18%
BEC
463
Blue Edge Capital
Virginia
$473K – – –
TRCT
464
Tower Research Capital (TRC)
New York
$470K -$686K -483 -59%
WAG
465
Winthrop Advisory Group
Massachusetts
$464K – – –
VWM
466
Venturi Wealth Management
Texas
$457K +$135K +95 +42%
OWA
467
Opal Wealth Advisors
New York
$452K +$9.94K +7 +2%
SIM
468
Sentry Investment Management
Wisconsin
$450K +$450K +317 New
Jane Street
469
Jane Street
New York
$447K -$2.8M -1,973 -86%
TMAM
470
Tokio Marine Asset Management
Japan
$446K – – –
CCA
471
Cadent Capital Advisors
Oklahoma
$444K – – –
II
472
Inspire Investing
Idaho
$443K +$90.9K +64 +26%
WAG
473
Wallace Advisory Group
California
$440K -$42.7K -29 -9%
BRG
474
Bay Rivers Group
Virginia
$440K – – –
SCA
475
Snowden Capital Advisors
New York
$436K +$79.5K +56 +22%
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19
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