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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
476
First Citizens Bank & Trust
North Carolina
$436K +$92.3K +65 +27%
HC
477
Hara Capital
Washington
$436K +$436K +307 New
CC
478
Centiva Capital
New York
$433K +$433K +305 New
O
479
Ossiam
France
$427K – – –
DWM
480
Dakota Wealth Management
Florida
$425K +$28.4K +20 +7%
GT
481
Glenmede Trust
Pennsylvania
$422K +$1.42K +1 +0.3%
SC
482
Savant Capital
Illinois
$419K +$14.2K +10 +4%
BAM
483
Boyar Asset Management
New York
$419K -$21.3K -15 -5%
IMCOOI
484
Investment Management Corp of Ontario (IMCO)
Canada
$416K +$416K +293 New
WS
485
Wedbush Securities
California
$413K +$204K +144 +98%
AAP
486
Arax Advisory Partners
Colorado
$412K +$18.5K +13 +5%
QT
487
Quantbot Technologies
New York
$410K -$1.79M -1,259 -81%
LWM
488
Lodestone Wealth Management
Washington
$404K +$2.84K +2 +0.7%
BIA
489
Beacon Investment Advisors
Maryland
$399K – – –
AF
490
Advisornet Financial
Minnesota
$398K +$82.4K +58 +26%
ONB
491
Old National Bancorp
Indiana
$395K -$104K -73 -21%
BMSSC
492
B. Metzler seel. Sohn & Co
Germany
$393K – – –
AWA
493
Arete Wealth Advisors
Illinois
$393K +$138K +97 +54%
APW
494
Acima Private Wealth
Virginia
$392K – – –
SL
495
Salomon & Ludwin
Virginia
$392K – – –
A
496
AlphaQuest
New York
$390K +$390K +275 New
CCM
497
Coldstream Capital Management
Washington
$388K +$388K +273 New
FNBT
498
FineMark National Bank & Trust
Florida
$385K +$44K +31 +13%
BSW
499
Buckingham Strategic Wealth
Missouri
$381K +$4.26K +3 +1%
OTPPB
500
Ontario Teachers' Pension Plan Board
Ontario, Canada
$378K -$652K -459 -63%
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