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Markel Group
MKL

Overview Fund Activity

522 hedge funds and large institutions have $9.87B invested in Markel Group in 2020 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 187 increasing their positions, 174 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-46
Holders Change %
-8.1%
% of All Funds
11.53%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.64%
New
50
Increased
187
Reduced
174
Closed
90
Calls
$33.8M
Puts
$34.6M
Net Calls
-$766K
Net Calls Change
+$1.29M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$40.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.16B
3
MAM
Martingale Asset Management
Massachusetts
$19.7M
4
Invesco
Invesco
Georgia
$36.9M
5
DDC
DF Dent & Co
Maryland
$189M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Select Equity Group
Select Equity Group
New York
$0
3
UBS Group
UBS Group
Switzerland
$7.79M
4
ACM
AKRE Capital Management
Virginia
$462M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWM
476
Brewin Dolphin Wealth Management
Ireland
$18.6K – – –
QT
477
Quantbot Technologies
New York
$18K -$285K -317 -94%
VFA
478
Valeo Financial Advisors
Indiana
$18K – – –
VCP
479
Verus Capital Partners
Arizona
$16K -$941 -1 -6%
IRC
480
Investors Research Corp
Georgia
$15K – – –
PMFA
481
Plante Moran Financial Advisors
Michigan
$14K – – –
GCM
482
Gables Capital Management
Florida
$14K +$9.33K +10 +200%
DAM
483
Delta Asset Management
Tennessee
$12K – – –
CAGAS
484
Capital Advisory Group Advisory Services
Minnesota
$12K +$12K +12 New
SFSIG
485
San Francisco Sentry Investment Group
California
$11K -$1.83K -2 -14%
HNB
486
Huntington National Bank
Ohio
$10K -$3.64K -4 -27%
JCM
487
Jacobi Capital Management
Pennsylvania
$9K -$9K -10 -50%
ATC
488
Adirondack Trust Company
New York
$9K – – –
EWP
489
Engrave Wealth Partners
Texas
$8K -$11.6K -13 -59%
ADL
490
Asset Dedication LLC
California
$8K – – –
FHA
491
First Horizon Advisors
Tennessee
$8K – – –
BCA
492
Berman Capital Advisors
Georgia
$8K +$2.67K +3 +50%
WQ
493
Wealth Quarterback
New Jersey
$7.42K – – –
SPIA
494
Steward Partners Investment Advisory
New York
$7K -$16.6K -19 -70%
LC
495
Lindbrook Capital
California
$6K -$7.71K -9 -56%
SF
496
Synovus Financial
Georgia
$6K -$2K -2 -25%
VCM
497
Versant Capital Management
Arizona
$6K -$857 -1 -13%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
EARNEST Partners
499
EARNEST Partners
Georgia
$6K – – –
CFFP
500
Center for Financial Planning
Michigan
$6K +$3.43K +4 +133%
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