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Markel Group
MKL

Overview Fund Activity

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M

Top Buyers

1
GHCMRT
Graham Holdings Co Master Retirement Trust
Virginia
$80.2M
2
DSA
Davis Selected Advisers
Arizona
$367M
3
GLCM
Greenlea Lane Capital Management
Connecticut
$33.4M
4
Jennison Associates
Jennison Associates
New York
$73M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$69.2M

Top Sellers

1
BlackRock
BlackRock
New York
$877M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.66B
3
Principal Financial Group
Principal Financial Group
Iowa
$791M
4
PCH
Polar Capital Holdings
United Kingdom
$140M
5
State Street
State Street
Massachusetts
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
476
One Wealth Advisors
California
$358K +$1.38K +1 +0.4%
LW
477
Linscomb Wealth
Texas
$356K -$102K -74 -22%
BSW
478
Buckingham Strategic Wealth
Missouri
$354K – – –
MA
479
MCF Advisors
Kentucky
$353K – – –
BAM
480
Boyar Asset Management
New York
$353K +$65K +47 +23%
Bank of Nova Scotia
481
Bank of Nova Scotia
Ontario, Canada
$351K -$20.8K -15 -6%
FFM
482
Flagstone Financial Management
Nebraska
$351K – – –
AIM
483
Aigen Investment Management
New York
$350K -$62.2K -45 -15%
PAG
484
Private Advisor Group
New Jersey
$349K -$45.6K -33 -12%
SCA
485
Snowden Capital Advisors
New York
$347K +$1.38K +1 +0.4%
SP
486
Symmetry Partners
Connecticut
$346K – – –
TNBTD
487
Trustmark National Bank Trust Department
Mississippi
$346K – – –
CAG
488
Crestwood Advisors Group
Massachusetts
$346K – – –
YCM
489
Yousif Capital Management
Michigan
$344K -$41.5K -30 -11%
WA
490
Wambolt & Associates
Colorado
$339K -$37.3K -27 -10%
WWC
491
Waypoint Wealth Counsel
Georgia
$336K -$2.77K -2 -0.8%
FNBT
492
FineMark National Bank & Trust
Florida
$332K -$11.1K -8 -3%
JWCA
493
J.W. Cole Advisors
Florida
$322K -$12.4K -9 -4%
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$321K -$5.53K -4 -2%
NYLIM
495
New York Life Investment Management
New York
$318K -$4.15K -3 -1%
IPW
496
Invictus Private Wealth
Colorado
$318K – – –
SS
497
Simplicity Solutions
Minnesota
$317K +$42.9K +31 +16%
BFG
498
Bleakley Financial Group
New Jersey
$317K +$42.9K +31 +16%
Group One Trading
499
Group One Trading
Illinois
$313K -$988K -714 -76%
LFA
500
LGT Financial Advisors
Texas
$309K +$5.52K +4 +2%
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