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Markel Group
MKL

Overview Fund Activity

590 hedge funds and large institutions have $12.4B invested in Markel Group in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 178 increasing their positions, 209 reducing their positions, and 38 closing their positions.

Holders
590
Holders Change
+5
Holders Change %
+0.85%
% of All Funds
10.36%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
49
Increased
178
Reduced
209
Closed
38
Calls
$53.6M
Puts
$98.3M
Net Calls
-$44.7M
Net Calls Change
-$36.7M

Top Buyers

1
MAMU
1
Marathon Asset Management (UK)
United Kingdom
$160M
2
SEI Investments
2
SEI Investments
Pennsylvania
$41.9M
3
DC
3
Davenport & Co
Virginia
$405M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$47.5M
5
SSA
5
Schonfeld Strategic Advisors
New York
$54.1M

Top Sellers

1
ACM
1
Alta Capital Management
Utah
$52.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$543M
3
BlackRock
3
BlackRock
New York
$764M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$9.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$727M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
501
Next Financial Group
Texas
$76K 64 -2 -3%
GWS
502
Glassman Wealth Services
Virginia
$74K 62 – –
LS
503
Livforsakringsbolaget Skandia
Sweden
$72K 60 – –
BFEC
504
Benjamin F. Edwards & Company
Missouri
$71K 59 -15 -20%
PWMG
505
Prestige Wealth Management Group
New Jersey
$60K 50 – –
DOA
506
D'Orazio & Associates
Virginia
$60K 50 – –
HCM
507
Highlander Capital Management
New Jersey
$60K 50 – –
FMT
508
First Mercantile Trust
Tennessee
$59K 49 -3 -6%
PCM
509
Penserra Capital Management
California
$57K 48 +4 +9%
TFS
510
TrustCore Financial Services
Tennessee
$56K 47 – –
GWM
511
Geneos Wealth Management
Colorado
$54K 45 – –
CBT
512
Central Bank & Trust
Kentucky
$48K 40 – –
CHA
513
Carmichael Hill & Associates
Maryland
$48K 40 – –
BDWM
514
Brewin Dolphin Wealth Management
Ireland
$47.8K 40 – –
CFN
515
Cordasco Financial Network
Florida
$47K 39 – –
HI
516
Harbour Investments
Wisconsin
$43K 36 – –
SBL
517
Sargent Bickham Lagudis
Colorado
$42K 35 – –
PB
518
Pinnacle Bancorp
Nebraska
$42K 35 +3 +9%
FHA
519
First Horizon Advisors
Tennessee
$42K 35 +27 +338%
NSIM
520
North Star Investment Management
Illinois
$41K 34 – –
OC
521
Oakworth Capital
Alabama
$38K 32 -18 -36%
LWA
522
Lenox Wealth Advisors
New York
$38K 32 +32 New
DWA
523
Dougherty Wealth Advisers
Minnesota
$37K 31 – –
AIM
524
Achmea Investment Management
Netherlands
$34K 28 +28 New
MAM
525
Meeder Asset Management
Ohio
$33K 28 – –
19 20
21
22 23