MKL icon

Markel Group
MKL

Overview Fund Activity

635 hedge funds and large institutions have $12.8B invested in Markel Group in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 196 increasing their positions, 201 reducing their positions, and 46 closing their positions.

Holders
635
Holders Change
+45
Holders Change %
+7.63%
% of All Funds
9.81%
Holding in Top 10
26
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.4%
New
99
Increased
196
Reduced
201
Closed
46
Calls
$27.3M
Puts
$116M
Net Calls
-$88.2M
Net Calls Change
-$43.6M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$207M
2
GHC
2
Graham Holdings Company
Virginia
$54.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$47.5M
4
CS
4
Credit Suisse
Switzerland
$46.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$24.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$412M
2
DDC
2
DF Dent & Co
Maryland
$234M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$719M
5
MVIP
5
Mar Vista Investment Partners
California
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
551
Carmichael Hill & Associates
Maryland
$49K 40 – –
DA
552
Denali Advisors
California
$49K 40 +40 New
CFN
553
Cordasco Financial Network
Florida
$48K 39 – –
APA
554
American Portfolios Advisors
New York
$43.2K 35 +20 +133%
SBL
555
Sargent Bickham Lagudis
Colorado
$43K 35 – –
PB
556
Pinnacle Bancorp
Nebraska
$43K 35 – –
FHA
557
First Horizon Advisors
Tennessee
$42K 35 – –
NSIM
558
North Star Investment Management
Illinois
$42K 34 – –
UB
559
UMB Bank
Missouri
$42K 34 +34 New
CB
560
Community Bank
New York
$41K 33 -67 -67%
LWA
561
Lenox Wealth Advisors
New York
$39K 32 – –
OC
562
Oakworth Capital
Alabama
$39K 32 – –
WTA
563
Washington Trust Advisors
Massachusetts
$39K 32 +32 New
MCA
564
Maryland Capital Advisors
Maryland
$39K 32 +32 New
DWA
565
Dougherty Wealth Advisers
Minnesota
$38K 31 – –
GI
566
Gradient Investments
Minnesota
$37K 30 +20 +200%
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$37K 30 +30 New
C
568
Covestor
United Kingdom
$37K 30 +30 New
Koshinski Asset Management
569
Koshinski Asset Management
Illinois
$33.3K 27 +20 +286%
PCG
570
Private Capital Group
Connecticut
$33K 27 – –
TWM
571
Tradition Wealth Management
Minnesota
$30K 24 – –
CHC
572
City Holding Co
West Virginia
$27K 32 – –
Credit Agricole
573
Credit Agricole
France
$25K 20 – –
HNB
574
Huntington National Bank
Ohio
$25K 20 – –
CWS
575
Confluence Wealth Services
Pennsylvania
$24K 20 +20 New
21 22
23
24 25