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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
501
Boyar Asset Management
New York
$261K +$261K +198 New
Verition Fund Management
502
Verition Fund Management
Connecticut
$257K -$328K -249 -56%
HSA
503
HBK Sorce Advisory
Pennsylvania
$256K +$256K +194 New
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$256K -$2.64K -2 -1%
LIM
505
Leavell Investment Management
Alabama
$253K – – –
NQWM
506
Northwest Quadrant Wealth Management
Oregon
$252K – – –
TTWM
507
TCV Trust & Wealth Management
Virginia
$252K +$252K +191 New
HCM
508
Howland Capital Management
Massachusetts
$249K – – –
GT
509
Greenleaf Trust
Michigan
$245K +$245K +186 New
MWP
510
MYCIO Wealth Partners
Pennsylvania
$244K – – –
ECM
511
Evergreen Capital Management
Washington
$244K +$1.32K +1 +0.5%
ET
512
Equitable Trust
Tennessee
$242K -$119K -90 -33%
TF
513
TIAA FSB
Florida
$241K +$241K +183 New
PAS
514
Park Avenue Securities
New York
$240K +$240K +182 New
BFG
515
Bleakley Financial Group
New Jersey
$240K +$240K +182 New
BFM
516
Boothbay Fund Management
New York
$236K -$68.5K -52 -23%
EIA
517
Edgemoor Investment Advisors
Maryland
$236K +$236K +179 New
WG
518
Winton Group
United Kingdom
$233K +$233K +177 New
CIAS
519
Capital Investment Advisory Services
North Carolina
$224K +$224K +170 New
VWMG
520
Virginia Wealth Management Group
Virginia
$224K +$224K +170 New
TAM
521
Tocqueville Asset Management
New York
$224K +$224K +170 New
EWM
522
Evercore Wealth Management
New York
$220K +$220K +167 New
CAM
523
Cresset Asset Management
Illinois
$218K -$2.49K -5 -1%
PCP
524
Proficio Capital Partners
Massachusetts
$216K +$216K +164 New
MW
525
Marcum Wealth
Ohio
$215K +$215K +163 New
19 20
21
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