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Markel Group
MKL

Overview Fund Activity

572 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
180
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M

Top Buyers

1
ACM
Alta Capital Management
Utah
$111M
2
ACM
Atlanta Capital Management
Georgia
$473M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$45.2M
4
Select Equity Group
Select Equity Group
New York
$43.6M
5
APG Asset Management
APG Asset Management
Netherlands
$103M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
$15.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$30M
3
Citadel Advisors
Citadel Advisors
Florida
$18.9M
4
Millennium Management
Millennium Management
New York
$43.9M
5
WCM
Wedge Capital Management
North Carolina
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
476
Creative Financial Designs
Indiana
$112K +$101K +88 +880%
BFEC
477
Benjamin F. Edwards & Company
Missouri
$111K +$14.9K +13 +15%
OC
478
Oakworth Capital
Alabama
$108K -$65.9K -58 -38%
IA
479
IFP Advisors
Florida
$93K -$3.4K -3 -4%
ACM
480
Allred Capital Management
Texas
$92.3K +$92.3K +81 New
CCM
481
Cribstone Capital Management
Maine
$91K – – –
FMP
482
Financial Management Professionals
Texas
$80K +$1.14K +1 +1%
NFG
483
Next Financial Group
Texas
$75K – – –
S
484
SignatureFD
Georgia
$72K – – –
DWA
485
Dougherty Wealth Advisers
Minnesota
$72K – – –
GWS
486
Glassman Wealth Services
Virginia
$71K +$1.15K +1 +2%
FMT
487
First Mercantile Trust
Tennessee
$65K -$5.7K -5 -8%
PWMG
488
Prestige Wealth Management Group
New Jersey
$62K – – –
GWM
489
Geneos Wealth Management
Colorado
$58K – – –
HCM
490
Highlander Capital Management
New Jersey
$57K – – –
DOA
491
D'Orazio & Associates
Virginia
$57K – – –
CHC
492
City Holding Co
West Virginia
$54K – – –
TFS
493
TrustCore Financial Services
Tennessee
$54K +$54K +47 New
TCWM
494
Total Clarity Wealth Management
Illinois
$52K +$52K +46 New
PA
495
Parallel Advisors
California
$48K – – –
CBT
496
Central Bank & Trust
Kentucky
$46K -$23K -20 -33%
CHA
497
Carmichael Hill & Associates
Maryland
$46K +$11.5K +10 +33%
BDWM
498
Brewin Dolphin Wealth Management
Ireland
$45.6K – – –
CFN
499
Cordasco Financial Network
Florida
$44K – – –
PCM
500
Penserra Capital Management
California
$42K +$9.08K +8 +28%
18 19
20
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