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Markel Group
MKL

Overview Fund Activity

636 hedge funds and large institutions have $15.6B invested in Markel Group in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 185 increasing their positions, 213 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.06%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.54%
New
73
Increased
185
Reduced
213
Closed
64
Calls
$64.5M
Puts
$156M
Net Calls
-$91.5M
Net Calls Change
-$3.24M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$620M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$75.8M
3
ESCM
Echo Street Capital Management
New York
+$55.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$36.7M
5
ZIG
Zurich Insurance Group
Switzerland
+$36.2M

Top Sellers

1
CIA
Citadel Investment Advisory
Ohio
-$211M
2
Millennium Management
Millennium Management
New York
-$54.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$51.6M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$51.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
501
Silverlake Wealth Management
Vermont
$218K +$218K +148 New
D.E. Shaw & Co
502
D.E. Shaw & Co
New York
$217K -$11.6M -7,858 -98%
WFG
503
Wills Financial Group
Virginia
$217K +$217K +147 New
BFM
504
Boothbay Fund Management
New York
$215K -$1.2M -814 -85%
MYAM
505
Meiji Yasuda Asset Management
Japan
$215K -$26.5K -18 -11%
MWP
506
MYCIO Wealth Partners
Pennsylvania
$215K +$215K +146 New
LNB
507
Ledyard National Bank
$215K +$215K +146 New
BWM
508
BT Wealth Management
Georgia
$211K +$211K +143 New
WP
509
WMS Partners
Maryland
$209K -$762K -518 -78%
AP
510
Arlington Partners
Alabama
$208K – – –
HWM
511
HB Wealth Management
Georgia
$207K -$76.9K -52 -27%
CI
512
Cigna Investments
Connecticut
$207K +$207K +140 New
CFA
513
CWS Financial Advisors
Michigan
$205K +$205K +139 New
AT
514
American Trust
Kentucky
$205K +$205K +139 New
OMC
515
Overbrook Management Corp
New York
$204K +$204K +138 New
ACA
516
Aptus Capital Advisors
Alabama
$204K +$204K +138 New
EWM
517
Evercore Wealth Management
New York
$203K +$203K +138 New
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$202K – – –
PAIM
519
Punch & Associates Investment Management
Minnesota
$202K +$202K +137 New
RCC
520
Red Cedar Capital
Nebraska
$172K – – –
HCP
521
Hexagon Capital Partners
Arkansas
$165K – – –
DZ Bank
522
DZ Bank
Germany
$154K – – –
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$150K +$106K +72 +240%
PCH
524
Polar Capital Holdings
United Kingdom
$146K -$1.92K -1,300 -1%
CFD
525
Creative Financial Designs
Indiana
$140K -$5.9K -4 -4%
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