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Markel Group
MKL

Overview Fund Activity

572 hedge funds and large institutions have $12.1B invested in Markel Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 210 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+6
Holders Change %
+1.06%
% of All Funds
10.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
59
Increased
210
Reduced
180
Closed
47
Calls
$33.5M
Puts
$74M
Net Calls
-$40.5M
Net Calls Change
-$23.5M

Top Buyers

1
ACM
Alta Capital Management
Utah
$111M
2
ACM
Atlanta Capital Management
Georgia
$473M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$45.2M
4
Select Equity Group
Select Equity Group
New York
$43.6M
5
APG Asset Management
APG Asset Management
Netherlands
$103M

Top Sellers

1
ACM
AKRE Capital Management
Virginia
$15.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$30M
3
Citadel Advisors
Citadel Advisors
Florida
$18.9M
4
Millennium Management
Millennium Management
New York
$43.9M
5
WCM
Wedge Capital Management
North Carolina
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
551
Concourse Financial Group Securities
Alabama
$5K -$6.25K -5 -56%
SL
552
Savior LLC
Massachusetts
$5K – – –
MF
553
Manchester Financial
California
$5K – – –
MWP
554
Meridian Wealth Partners
Pennsylvania
$5K +$5K +4 New
GCM
555
Gables Capital Management
Florida
$3K -$2K -2 -40%
PFA
556
Professional Financial Advisors
Nebraska
$3K – – –
WTC
557
WhitTier Trust Company
Nevada
$3K – – –
WT
558
Washington Trust
Rhode Island
$3K – – –
CFFP
559
Center for Financial Planning
Michigan
$3K – – –
WP
560
WealthShield Partners
North Carolina
$3K +$3K +3 New
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1K -1 -33%
BAM
562
Bellevue Asset Management
Washington
$2K -$1K -1 -33%
ZB
563
Zions Bancorporation
Utah
$2K – – –
BWM
564
BerganKDV Wealth Management
Minnesota
$2K – – –
SFO
565
Standard Family Office
South Dakota
$2K – – –
WAP
566
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +2 New
CWP
567
Concord Wealth Partners
Virginia
$2K +$2K +2 New
CWA
568
Clearview Wealth Advisors
Oregon
$1K – – –
APWA
569
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +1 New
EI
570
Ellevest Inc
New York
$1K +$1K +1 New
Nisa Investment Advisors
571
Nisa Investment Advisors
Missouri
$923 – – –
AIG
572
American International Group
New York
$185 -$15 -13 -7%
Bank of Nova Scotia
573
Bank of Nova Scotia
Ontario, Canada
– -$13.5M -13,044 Closed
Marshall Wace
574
Marshall Wace
United Kingdom
– -$6.78M -6,560 Closed
Squarepoint
575
Squarepoint
New York
– -$4.21M -4,075 Closed
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