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Markel Group
MKL

Overview Fund Activity

672 hedge funds and large institutions have $13.2B invested in Markel Group in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 228 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
10.76%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.5%
New
71
Increased
201
Reduced
228
Closed
61
Calls
$100M
Puts
$70M
Net Calls
+$30.2M
Net Calls Change
-$20.8M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$85.8M
2
CB
Cooke & Bieler
Pennsylvania
+$59.8M
3
Jennison Associates
Jennison Associates
New York
+$48.3M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$45.7M
5
CCM
Check Capital Management
California
+$19M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$41.7M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$22.2M
4
ZIG
Zurich Insurance Group
Switzerland
-$18M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
Manchester Capital Management
Vermont
$268K – – –
PCIA
502
Prime Capital Investment Advisors
Kansas
$268K +$268K +210 New
ETIA
503
Epic Trust Investment Advisors
Washington
$267K -$132K -103 -33%
FFM
504
Forum Financial Management
Illinois
$267K – – –
V
505
Veritable
Delaware
$266K -$1.28K -1 -0.5%
BAM
506
Boyar Asset Management
New York
$266K +$12.8K +10 +5%
ECM
507
Evergreen Capital Management
Washington
$254K +$17.9K +14 +8%
BFG
508
Bleakley Financial Group
New Jersey
$253K +$20.4K +16 +9%
SS
509
Simplicity Solutions
Minnesota
$253K +$253K +198 New
CCG
510
Cypress Capital Group
Florida
$252K -$39.6K -31 -14%
LIM
511
Leavell Investment Management
Alabama
$245K – – –
NQWM
512
Northwest Quadrant Wealth Management
Oregon
$244K – – –
OSAM
513
O'Shaughnessy Asset Management
Connecticut
$243K -$5.11K -4 -2%
HCM
514
Howland Capital Management
Massachusetts
$241K – – –
KFA
515
Krane Funds Advisors
New York
$237K +$237K +180 New
GT
516
Greenleaf Trust
Michigan
$236K -$1.28K -1 -0.5%
ET
517
Equitable Trust
Tennessee
$235K – – –
OTL
518
Oak Thistle LLC
New York
$231K +$231K +181 New
EIA
519
Edgemoor Investment Advisors
Maryland
$229K – – –
TTWM
520
TCV Trust & Wealth Management
Virginia
$229K -$15.3K -12 -6%
VWMG
521
Virginia Wealth Management Group
Virginia
$224K +$6.39K +5 +3%
QT
522
Quantbot Technologies
New York
$221K +$221K +173 New
PTC
523
Petrus Trust Company
Texas
$218K +$218K +171 New
TAM
524
Tocqueville Asset Management
New York
$217K – – –
CIAS
525
Capital Investment Advisory Services
North Carolina
$217K – – –
19 20
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