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Markel Group
MKL

Overview Fund Activity

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

Top Buyers

1
First Manhattan
First Manhattan
New York
$80.1M
2
Invesco
Invesco
Georgia
$102M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$38.8M
5
Morgan Stanley
Morgan Stanley
New York
$794M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$234M
2
MVIP
Mar Vista Investment Partners
California
$69.4M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$182M
4
Jennison Associates
Jennison Associates
New York
$54.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
526
Vestcor Inc
New Brunswick, Canada
$352K -$118K -80 -25%
BFM
527
Boothbay Fund Management
New York
$350K +$350K +238 New
EWM
528
Empirical Wealth Management
Washington
$346K +$88.4K +60 +34%
RWM
529
Ritholtz Wealth Management
New York
$343K +$343K +233 New
WA
530
Wambolt & Associates
Colorado
$339K -$19K -13 -5%
AA
531
ALPS Advisors
Colorado
$339K +$339K +230 New
IPW
532
Invictus Private Wealth
Colorado
$337K -$1.47K -1 -0.4%
VWM
533
Venturi Wealth Management
Texas
$334K +$294K +200 +741%
AAS
534
Avantax Advisory Services
Texas
$334K +$26.5K +18 +9%
KIC
535
Keating Investment Counselors
Florida
$331K -$89.8K -61 -21%
AF
536
Advisornet Financial
Minnesota
$327K – – –
IWM
537
IHT Wealth Management
Illinois
$327K +$1.47K +1 +0.5%
LFA
538
LGT Financial Advisors
Texas
$324K -$5.89K -4 -2%
TIA
539
Traphagen Investment Advisors
New Jersey
$317K -$1.47K -1 -0.5%
SP
540
Symmetry Partners
Connecticut
$314K -$54.5K -37 -15%
SC
541
Sonen Capital
California
$312K – – –
Lido Advisors
542
Lido Advisors
California
$312K +$25K +17 +9%
WWC
543
Waypoint Wealth Counsel
Georgia
$311K -$47.1K -32 -13%
PCM
544
Parsons Capital Management
Rhode Island
$309K – – –
SGI
545
Summit Global Investments
Utah
$308K -$4.42K -3 -1%
FFM
546
Forum Financial Management
Illinois
$308K – – –
MCM
547
Manchester Capital Management
Vermont
$306K – – –
SCM
548
Sebold Capital Management
Illinois
$302K -$2.95K -2 -1%
NYLIM
549
New York Life Investment Management
New York
$302K -$36.8K -25 -11%
SI
550
Stephens Inc
Arkansas
$302K -$8.84K -6 -3%
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