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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 %
CAG
476
Crestwood Advisors Group
Massachusetts
$319K – – –
SP
477
Symmetry Partners
Connecticut
$319K – – –
FNBT
478
FineMark National Bank & Trust
Florida
$317K +$12.8K +10 +4%
WWC
479
Waypoint Wealth Counsel
Georgia
$313K -$47.3K -37 -13%
DWM
480
Dakota Wealth Management
Florida
$313K – – –
JWCA
481
J.W. Cole Advisors
Florida
$309K +$11.5K +9 +4%
DTL
482
Dynamic Technology Lab
Singapore
$307K +$307K +240 New
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$301K +$25.5K +20 +9%
FNA
484
First National Advisers
Nebraska
$298K +$38.4K +30 +15%
NYLIM
485
New York Life Investment Management
New York
$298K -$8.94K -7 -3%
IPW
486
Invictus Private Wealth
Colorado
$294K – – –
SI
487
Stephens Inc
Arkansas
$293K – – –
FSCM
488
Front Street Capital Management
Montana
$291K -$2.55K -2 -0.9%
HH
489
Hilltop Holdings
Texas
$290K -$2.56K -2 -0.9%
CT
490
Clearstead Trust
Maine
$287K – – –
SG
491
Stonnington Group
California
$282K – – –
LFA
492
LGT Financial Advisors
Texas
$280K -$2.55K -2 -0.9%
SCM
493
Sebold Capital Management
Illinois
$278K – – –
WS
494
Wedbush Securities
California
$276K -$14.1K -11 -5%
TIA
495
Traphagen Investment Advisors
New Jersey
$276K +$276K +216 New
AF
496
Advisornet Financial
Minnesota
$272K -$8.94K -7 -3%
SGI
497
Summit Global Investments
Utah
$271K – – –
SC
498
Sonen Capital
California
$271K -$137K -107 -34%
AAS
499
Avantax Advisory Services
Texas
$270K +$14.1K +11 +6%
PCM
500
Parsons Capital Management
Rhode Island
$268K – – –
18 19
20
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