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Markel Group

733 hedge funds and large institutions have $15B invested in Markel Group in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 235 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+36
Holders Change %
+5.16%
% of All Funds
11.69%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.56%
New
85
Increased
243
Reduced
235
Closed
43
Calls
$87.6M
Puts
$45.2M
Net Calls
+$42.4M
Net Calls Change
+$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
501
Ironwood Investment Counsel
Arizona
$406K +$191K +130 +89%
SIC
502
Sterling Investment Counsel
New York
$393K
SL
503
Salomon & Ludwin
Virginia
$392K
BSW
504
Buckingham Strategic Wealth
Missouri
$390K +$13.3K +9 +4%
AIM
505
Allen Investment Management
New York
$386K
MIM
506
MetLife Investment Management
New Jersey
$384K
YCM
507
Yousif Capital Management
Michigan
$381K +$14.7K +10 +4%
LW
508
Linscomb Wealth
Texas
$379K
MF
509
Manchester Financial
California
$378K -$2.95K -2 -0.8%
WIM
510
WealthPlan Investment Management
Nebraska
$375K +$211K +143 +128%
DI
511
DFPG Investments
Utah
$375K +$375K +279 New
FFM
512
Flagstone Financial Management
Nebraska
$374K
OWA
513
One Wealth Advisors
California
$373K -$8.84K -6 -2%
SCA
514
Snowden Capital Advisors
New York
$370K
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$368K
CAG
516
Crestwood Advisors Group
Massachusetts
$368K
WorldQuant Millennium Advisors
517
WorldQuant Millennium Advisors
New York
$368K +$368K +250 New
HCM
518
Highlander Capital Management
New Jersey
$368K +$294K +200 +400%
II
519
Inspire Investing
Idaho
$365K -$54.5K -37 -13%
PAS
520
Park Avenue Securities
New York
$365K +$365K +248 New
MML Investors Services
521
MML Investors Services
Massachusetts
$364K -$25.1K -17 -6%
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$362K -$1.17M -794 -76%
CPW
523
Crestmont Private Wealth
Texas
$362K -$105K -71 -22%
FCBT
524
First Citizens Bank & Trust
North Carolina
$356K -$61.8K -42 -15%
FNBT
525
FineMark National Bank & Trust
Florida
$353K