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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 %
JFG
526
Jefferies Financial Group
New York
$319K -$139K -98 -30%
IPW
527
Invictus Private Wealth
Colorado
$318K -$7.1K -5 -2%
BL
528
Balentine LLC
Georgia
$315K -$102K -72 -24%
AA
529
ALPS Advisors
Colorado
$312K -$14.2K -10 -4%
HH
530
Hilltop Holdings
Texas
$307K +$17K +12 +6%
IWM
531
IHT Wealth Management
Illinois
$305K -$9.94K -7 -3%
SP
532
Symmetry Partners
Connecticut
$301K – – –
WWC
533
Waypoint Wealth Counsel
Georgia
$300K – – –
PCM
534
Parsons Capital Management
Rhode Island
$298K – – –
SGI
535
Summit Global Investments
Utah
$297K – – –
FFM
536
Forum Financial Management
Illinois
$297K – – –
MCM
537
Manchester Capital Management
Vermont
$295K – – –
PAS
538
Park Avenue Securities
New York
$294K -$58.2K -41 -17%
JWCA
539
J.W. Cole Advisors
Florida
$288K +$85.2K +60 +42%
ET
540
Equitable Trust
Tennessee
$284K +$22.7K +16 +9%
SCM
541
Sebold Capital Management
Illinois
$280K -$11.4K -8 -4%
ECM
542
Evergreen Capital Management
Washington
$280K – – –
AAS
543
Avantax Advisory Services
Texas
$280K -$42.6K -30 -13%
CSS
544
Cubist Systematic Strategies
Connecticut
$277K -$19.5M -13,723 -99%
HWA
545
Heartwood Wealth Advisors
Virginia
$275K – – –
LIM
546
Leavell Investment Management
Alabama
$275K – – –
RAG
547
RIA Advisory Group
Iowa
$273K +$273K +1,841 New
NQWM
548
Northwest Quadrant Wealth Management
Oregon
$271K – – –
LW
549
Linscomb Wealth
Texas
$269K -$96.6K -68 -26%
NA
550
NewEdge Advisors
Louisiana
$268K -$209K -147 -44%
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