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Markel Group
MKL

Overview Fund Activity

514 hedge funds and large institutions have $9.81B invested in Markel Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-8
Holders Change %
-1.53%
% of All Funds
10.57%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.53%
New
57
Increased
160
Reduced
191
Closed
63
Calls
$53.4M
Puts
$68M
Net Calls
-$14.6M
Net Calls Change
-$13.8M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$666M
2
ACM
Atlanta Capital Management
Georgia
$326M
3
WCM
Wedge Capital Management
North Carolina
$38.2M
4
Millennium Management
Millennium Management
New York
$27.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$68.4M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$414M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.97M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.13B
4
Deutsche Bank
Deutsche Bank
Germany
$13.7M
5
Renaissance Technologies
Renaissance Technologies
New York
$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
476
Plante Moran Financial Advisors
Michigan
$14K – – –
LIA
477
LS Investment Advisors
Michigan
$12K -$30.5K -33 -72%
DAM
478
Delta Asset Management
Tennessee
$12K – – –
VNA
479
Valley National Advisers
Pennsylvania
$11K -$9.17K -10 -45%
CAGAS
480
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
HNB
481
Huntington National Bank
Ohio
$10K – – –
ATC
482
Adirondack Trust Company
New York
$10K – – –
BCA
483
Berman Capital Advisors
Georgia
$10K +$1.82K +2 +22%
SPIA
484
Steward Partners Investment Advisory
New York
$10K +$2.73K +3 +38%
JCM
485
Jacobi Capital Management
Pennsylvania
$9K – – –
CFD
486
Creative Financial Designs
Indiana
$9K +$9K +10 New
ADL
487
Asset Dedication LLC
California
$8K – – –
EWP
488
Engrave Wealth Partners
Texas
$8K – – –
KPW
489
Kore Private Wealth
New York
$7K +$6.13K +7 +700%
CWC
490
Carolinas Wealth Consulting
North Carolina
$7K +$7K +8 New
FHA
491
First Horizon Advisors
Tennessee
$6K -$1.71K -2 -22%
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
LB
493
Legacy Bridge
Iowa
$6K – – –
VCM
494
Versant Capital Management
Arizona
$6K – – –
EARNEST Partners
495
EARNEST Partners
Georgia
$6K – – –
BL
496
Balentine LLC
Georgia
$6K +$6K +6 New
GCM
497
Gables Capital Management
Florida
$5K -$10K -10 -67%
Bessemer Group
498
Bessemer Group
New Jersey
$5K – – –
SA
499
SRH Advisors
Kansas
$5K – – –
BWM
500
BerganKDV Wealth Management
Minnesota
$5K +$2K +2 +67%
18 19
20
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