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Markel Group
MKL

Overview Fund Activity

568 hedge funds and large institutions have $12.1B invested in Markel Group in 2019 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 173 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+61
Holders Change %
+12.03%
% of All Funds
11.22%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.53%
New
88
Increased
173
Reduced
161
Closed
21
Calls
$10.1M
Puts
$12.1M
Net Calls
-$2.06M
Net Calls Change
+$13.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$49.5M
2
ACA
Anchor Capital Advisors
Massachusetts
+$35.8M
3
WIM
Weitz Investment Management
Nebraska
+$32.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$30.5M
5
SO
STRS Ohio
Ohio
+$21.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$103M
2
CCP
Clarkston Capital Partners
Michigan
-$47.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$26.4M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$19.3M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
551
Duncker Streett & Co
Missouri
$5K +$5K +4 New
SL
552
Savior LLC
Massachusetts
$5K +$5K +4 New
SMFS
553
Squar Milner Financial Services
California
$4K +$4K +4 New
BWM
554
BerganKDV Wealth Management
Minnesota
$3K – – –
ZB
555
Zions Bancorporation
Utah
$3K – – –
WTC
556
WhitTier Trust Company
Nevada
$3K – – –
RFA
557
Reilly Financial Advisors
California
$3K +$3K +3 New
BAM
558
Bellevue Asset Management
Washington
$3K +$3K +3 New
CFFP
559
Center for Financial Planning
Michigan
$3K +$3K +3 New
TFO
560
Tarbox Family Office
California
$2K – – –
CFGS
561
Concourse Financial Group Securities
Alabama
$2K – – –
BFC
562
Bedel Financial Consulting
Indiana
$2K – – –
TPWA
563
TRUE Private Wealth Advisors
Oregon
$2K +$2K +2 New
PFP
564
Pinnacle Financial Partners
Tennessee
$2K +$2K +2 New
EI
565
Ellevest Inc
New York
$1K +$1K +1 New
AA
566
Argent Advisors
Louisiana
$1K +$1K +1 New
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +1 New
AC
568
Asio Capital
Kentucky
$118 +$118 +104 New
Point72 Asset Management
569
Point72 Asset Management
Connecticut
– -$3.09M -2,610 Closed
Wolverine Trading
570
Wolverine Trading
Illinois
– -$791K -667 Closed
PP
571
Prudential plc
United Kingdom
– -$741K -627 Closed
HF
572
HRT Financial
New York
– -$687K -582 Closed
VAS
573
Vestmark Advisory Solutions
Massachusetts
– -$559K -473 Closed
RMCM
574
Reynders McVeigh Capital Management
Massachusetts
– -$435K -368 Closed
GAM
575
Gotham Asset Management
New York
– -$391K -331 Closed
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