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Markel Group

697 hedge funds and large institutions have $14.2B invested in Markel Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
10.99%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.52%
New
68
Increased
188
Reduced
253
Closed
39
Calls
$69.1M
Puts
$65M
Net Calls
+$4.15M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
501
Advisornet Financial
Minnesota
$307K +$12.4K +9 +4%
IWM
502
IHT Wealth Management
Illinois
$306K -$63.6K -46 -17%
WS
503
Wedbush Securities
California
$303K +$4.15K +3 +1%
TIA
504
Traphagen Investment Advisors
New Jersey
$299K
HH
505
Hilltop Holdings
Texas
$296K -$18K -13 -6%
SC
506
Sonen Capital
California
$293K
SGI
507
Summit Global Investments
Utah
$293K
SI
508
Stephens Inc
Arkansas
$292K -$24.9K -18 -8%
PCM
509
Parsons Capital Management
Rhode Island
$290K
AAS
510
Avantax Advisory Services
Texas
$289K -$2.77K -2 -0.9%
FFM
511
Forum Financial Management
Illinois
$289K
MCM
512
Manchester Capital Management
Vermont
$288K -$2.77K -2 -1%
V
513
Veritable
Delaware
$288K
SCM
514
Sebold Capital Management
Illinois
$286K -$15.2K -11 -5%
GCM
515
Graham Capital Management
Connecticut
$282K -$834K -603 -75%
RFA
516
Resurgent Financial Advisors
Georgia
$278K +$278K +201 New
FNA
517
First National Advisers
Nebraska
$278K -$44.3K -32 -14%
ANTB
518
AMG National Trust Bank
Colorado
$277K -$1.49M -1,075 -84%
PTC
519
Petrus Trust Company
Texas
$274K +$37.3K +27 +16%
ECM
520
Evergreen Capital Management
Washington
$272K -$2.77K -2 -1%
GT
521
Greenleaf Trust
Michigan
$272K +$16.6K +12 +6%
Lido Advisors
522
Lido Advisors
California
$270K +$270K +195 New
CCG
523
Cypress Capital Group
Florida
$267K -$5.53K -4 -2%
LIM
524
Leavell Investment Management
Alabama
$266K
NQWM
525
Northwest Quadrant Wealth Management
Oregon
$264K