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Markel Group
MKL

Overview Fund Activity

727 hedge funds and large institutions have $15.2B invested in Markel Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 269 increasing their positions, 236 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
-6
Holders Change %
-0.82%
% of All Funds
10.66%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.45%
New
76
Increased
269
Reduced
236
Closed
74
Calls
$69.6M
Puts
$49.4M
Net Calls
+$20.2M
Net Calls Change
-$22.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$711M
2
BlackRock
BlackRock
New York
+$184M
3
Boston Partners
Boston Partners
Massachusetts
+$178M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$121M
5
Jennison Associates
Jennison Associates
New York
+$58.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$234M
2
ESCM
Echo Street Capital Management
New York
-$117M
3
Victory Capital Management
Victory Capital Management
Texas
-$100M
4
DC
Davenport & Co
Virginia
-$82.1M
5
MVIP
Mar Vista Investment Partners
California
-$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
501
Allen Investment Management
New York
$372K – – –
OAM
502
Oppenheimer Asset Management
New York
$371K -$52.5K -37 -12%
TW
503
TritonPoint Wealth
Maryland
$371K +$371K +261 New
YCM
504
Yousif Capital Management
Michigan
$368K – – –
MIM
505
MetLife Investment Management
New Jersey
$363K -$7.1K -5 -2%
WIM
506
WealthPlan Investment Management
Nebraska
$362K – – –
OWA
507
One Wealth Advisors
California
$362K +$2.84K +2 +0.8%
FFM
508
Flagstone Financial Management
Nebraska
$361K – – –
CAG
509
Crestwood Advisors Group
Massachusetts
$359K +$4.26K +3 +1%
TNBTD
510
Trustmark National Bank Trust Department
Mississippi
$355K – – –
HCM
511
Highlander Capital Management
New Jersey
$355K – – –
TCA
512
Transcend Capital Advisors
New Jersey
$355K +$355K +250 New
RFA
513
Resurgent Financial Advisors
Georgia
$352K +$82.4K +58 +31%
MF
514
Manchester Financial
California
$351K -$14.2K -10 -4%
LFA
515
LGT Financial Advisors
Texas
$345K +$32.7K +23 +10%
CPW
516
Crestmont Private Wealth
Texas
$341K -$8.52K -6 -2%
MCM
517
MAI Capital Management
Ohio
$339K +$90.9K +64 +37%
VI
518
Vestcor Inc
New Brunswick, Canada
$337K -$2.84K -2 -0.8%
Credit Agricole
519
Credit Agricole
France
$337K +$106K +75 +46%
TC
520
Telemus Capital
Michigan
$335K -$1.48M -1,043 -82%
TSS
521
Two Sigma Securities
New York
$331K -$66.7K -47 -17%
WA
522
Wambolt & Associates
Colorado
$329K – – –
NYLIM
523
New York Life Investment Management
New York
$328K +$36.9K +26 +13%
MM
524
MQS Management
New York
$325K +$116K +82 +56%
Pzena Investment Management
525
Pzena Investment Management
New York
$322K +$105K +74 +48%
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