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Markel Group
MKL

Overview Fund Activity

568 hedge funds and large institutions have $12.1B invested in Markel Group in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 173 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+61
Holders Change %
+12.03%
% of All Funds
11.22%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.53%
New
88
Increased
173
Reduced
161
Closed
21
Calls
$10.1M
Puts
$12.1M
Net Calls
-$2.06M
Net Calls Change
+$13.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$49.5M
2
ACA
Anchor Capital Advisors
Massachusetts
+$35.8M
3
WIM
Weitz Investment Management
Nebraska
+$32.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$30.5M
5
SO
STRS Ohio
Ohio
+$21.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$103M
2
CCP
Clarkston Capital Partners
Michigan
-$47.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$26.4M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$19.3M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
501
Steward Partners Investment Advisory
New York
$30K – – –
PCIA
502
Prime Capital Investment Advisors
Kansas
$30K – – –
PCG
503
Private Capital Group
Connecticut
$30K – – –
CFB
504
Cullen/Frost Bankers
Texas
$30K +$8.08K +7 +37%
SWM
505
Selective Wealth Management
Virginia
$29K – – –
CIA
506
CSat Investment Advisory
Michigan
$26K +$2.26K +2 +10%
SNT
507
Security National Trust
West Virginia
$26K +$26K +23 New
PVH
508
Psagot Value Holdings
Israel
$25K – – –
VNA
509
Valley National Advisers
Pennsylvania
$25K – – –
EWP
510
Engrave Wealth Partners
Texas
$25K +$25K +22 New
PCM
511
Penserra Capital Management
California
$24K +$6.86K +6 +40%
Credit Agricole
512
Credit Agricole
France
$23K -$115K -100 -83%
JCM
513
Jacobi Capital Management
Pennsylvania
$23K – – –
BDWM
514
Brewin Dolphin Wealth Management
Ireland
$22.9K – – –
TL
515
TrueWealth LLC
Georgia
$22K – – –
VFA
516
Valeo Financial Advisors
Indiana
$21K +$7K +6 +50%
VCP
517
Verus Capital Partners
Arizona
$21K +$21K +18 New
LC
518
Lindbrook Capital
California
$18K -$33.8K -30 -65%
IRC
519
Investors Research Corp
Georgia
$18K – – –
PMFA
520
Plante Moran Financial Advisors
Michigan
$17K – – –
HNB
521
Huntington National Bank
Ohio
$17K – – –
BUB
522
BBVA USA Bancshares
Texas
$17K +$17K +15 New
SFSIG
523
San Francisco Sentry Investment Group
California
$16K – – –
DAM
524
Delta Asset Management
Tennessee
$15K – – –
Korea Investment Corp
525
Korea Investment Corp
South Korea
$15K – – –
19 20
21
22 23