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Markel Group
MKL

Overview Fund Activity

638 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.79%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
186
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$605M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$105M
4
CIA
4
Citadel Investment Advisory
Ohio
$20.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$37.2M
2
DDC
2
DF Dent & Co
Maryland
$194M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$218M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$37.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
526
DZ Bank
Germany
$135K – – –
FBC
527
Fairfield, Bush & Co
Connecticut
$129K +$129K +100 New
CFD
528
Creative Financial Designs
Indiana
$120K -$2.58K -2 -2%
CCA
529
Column Capital Advisors
Indiana
$109K – – –
IA
530
IFP Advisors
Florida
$108K – – –
CCM
531
Cribstone Capital Management
Maine
$103K – – –
S
532
SignatureFD
Georgia
$96K +$7.78K +6 +9%
JEST
533
JTC Employer Solutions Trustee
Jersey
$90K – – –
T
534
TOBAM
France
$87K +$87K +67 New
SC
535
SouthState Corp
Florida
$85K – – –
GWS
536
Glassman Wealth Services
Virginia
$83K – – –
PCM
537
Penserra Capital Management
California
$81K – – –
LS
538
Livforsakringsbolaget Skandia
Sweden
$78K – – –
AFS
539
Annapolis Financial Services
Maryland
$78K – – –
QCG
540
Quadrant Capital Group
Ohio
$76K – – –
HI
541
Harbour Investments
Wisconsin
$75K +$75K +58 New
BFEC
542
Benjamin F. Edwards & Company
Missouri
$74K -$1.3K -1 -2%
PTC
543
Private Trust Company
Ohio
$74K +$74K +57 New
DMBA
544
Deseret Mutual Benefit Administrators
Utah
$70K – – –
QC
545
Quent Capital
New York
$70K – – –
CAL
546
Capital Analysts LLC
Pennsylvania
$69K +$13K +10 +23%
TWC
547
TD Waterhouse Canada
Ontario, Canada
$68.7K – – –
HCM
548
Highlander Capital Management
New Jersey
$65K – – –
PWMG
549
Prestige Wealth Management Group
New Jersey
$65K – – –
FHA
550
First Horizon Advisors
Tennessee
$63K -$2.57K -2 -4%
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