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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
$87.5M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$405M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$372M
4
ZIG
Zurich Insurance Group
Switzerland
$36.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$215K -$62.6K -49 -23%
HWA
527
Heartwood Wealth Advisors
Virginia
$212K +$212K +166 New
B
528
Bridgeworth
Alabama
$212K +$212K +166 New
LFAS
529
Level Four Advisory Services
Texas
$212K +$212K +166 New
PCP
530
Proficio Capital Partners
Massachusetts
$211K +$1.28K +1 +0.6%
NHC
531
Nicholas Hoffman & Company
Georgia
$208K +$208K +163 New
FMAEN1
532
Fund Management at Engine No 1
California
$208K +$208K +163 New
Credit Agricole
533
Credit Agricole
France
$207K – – –
DCM
534
Dimension Capital Management
Florida
$207K – – –
CT
535
Colonial Trust
South Carolina
$207K +$128K +100 +161%
MM
536
MQS Management
New York
$207K +$207K +162 New
MW
537
Marcum Wealth
Ohio
$204K -$3.83K -3 -2%
TI
538
Tidal Investments
Wisconsin
$204K +$204K +160 New
AF
539
Allworth Financial
California
$203K – – –
SPIA
540
Steward Partners Investment Advisory
New York
$203K +$49.8K +39 +33%
WFG
541
Wills Financial Group
Virginia
$201K – – –
ST
542
Somerset Trust
Pennsylvania
$201K +$5.11K +4 +3%
AP
543
Arlington Partners
Alabama
$195K +$15.3K +12 +9%
AIG
544
American International Group
New York
$192K -$3.83K -3 -2%
S
545
SignatureFD
Georgia
$184K +$34.5K +27 +23%
AG
546
AIA Group
Hong Kong
$179K -$28.1K -22 -14%
PAIM
547
Punch & Associates Investment Management
Minnesota
$175K +$175K +137 New
TAM
548
Tucker Asset Management
Colorado
$166K -$6.39K -5 -4%
O
549
Ossiam
France
$162K +$53.7K +42 +49%
SG Americas Securities
550
SG Americas Securities
New York
$157K +$33.2K +26 +27%
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