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Markel Group
MKL

Overview Fund Activity

638 hedge funds and large institutions have $13.5B invested in Markel Group in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 186 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.79%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.56%
New
70
Increased
186
Reduced
218
Closed
55
Calls
$129M
Puts
$147M
Net Calls
-$17.8M
Net Calls Change
+$73.6M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$605M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$105M
4
CIA
4
Citadel Investment Advisory
Ohio
$20.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.8M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$37.2M
2
DDC
2
DF Dent & Co
Maryland
$194M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$218M
4
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$37.1M
5
SEI Investments
5
SEI Investments
Pennsylvania
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
551
Pinnacle Bancorp
Nebraska
$62K – – –
VVP
552
Venture Visionary Partners
Ohio
$59.5K +$59.5K +46 New
AIP
553
Ahrens Investment Partners
Louisiana
$58K – – –
GWM
554
Geneos Wealth Management
Colorado
$58K – – –
CHA
555
Carmichael Hill & Associates
Maryland
$52K – – –
BDWM
556
Brewin Dolphin Wealth Management
Ireland
$52K – – –
CFN
557
Cordasco Financial Network
Florida
$50K – – –
SBL
558
Sargent Bickham Lagudis
Colorado
$50K +$5.13K +4 +11%
Credit Agricole
559
Credit Agricole
France
$48K +$22.1K +17 +85%
APA
560
American Portfolios Advisors
New York
$45.3K – – –
TRCT
561
Tower Research Capital (TRC)
New York
$44K -$5.18K -4 -11%
UB
562
UMB Bank
Missouri
$44K – – –
NSIM
563
North Star Investment Management
Illinois
$44K – – –
RA
564
Rational Advisors
New York
$44K +$6.47K +5 +17%
CB
565
Community Bank
New York
$43K – – –
OC
566
Oakworth Capital
Alabama
$41K – – –
MCA
567
Maryland Capital Advisors
Maryland
$41K – – –
WTA
568
Washington Trust Advisors
Massachusetts
$41K – – –
DWA
569
Dougherty Wealth Advisers
Minnesota
$40K – – –
BWL
570
Bogart Wealth LLC
Virginia
$39K +$39K +30 New
EA
571
Evolution Advisers
Virginia
$38K +$28.5K +21 +300%
AIM
572
Achmea Investment Management
Netherlands
$37K – – –
PCG
573
Private Capital Group
Connecticut
$35K – – –
TWM
574
Tradition Wealth Management
Minnesota
$31K – – –
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$28K – – –
21 22
23
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