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Markel Group
MKL

Overview Fund Activity

671 hedge funds and large institutions have $13.6B invested in Markel Group in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 216 increasing their positions, 209 reducing their positions, and 50 closing their positions.

Holders
671
Holders Change
+39
Holders Change %
+6.17%
% of All Funds
10.83%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.47%
New
97
Increased
216
Reduced
209
Closed
50
Calls
$140M
Puts
$88.9M
Net Calls
+$51M
Net Calls Change
+$25.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$699M
2
DSA
2
Davis Selected Advisers
Arizona
$330M
3
EIP
3
Epoch Investment Partners
New York
$47.6M
4
BlackRock
4
BlackRock
New York
$866M
5
Victory Capital Management
5
Victory Capital Management
Texas
$111M

Top Sellers

1
BRIM
1
Broad Run Investment Management
Virginia
$78.8M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$21.1M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
SO
4
STRS Ohio
Ohio
$19.7M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$461M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
551
Comerica Securities
Michigan
$134K 102 +102 New
SG Americas Securities
552
SG Americas Securities
New York
$128K 97 -30 -24%
CCA
553
Column Capital Advisors
Indiana
$126K 96 – –
CFD
554
Creative Financial Designs
Indiana
$117K 89 -3 -3%
DFCM
555
Dark Forest Capital Management
Puerto Rico
$116K 88 +80 +1,000%
Dimensional Fund Advisors
556
Dimensional Fund Advisors
Texas
$113K 86,096 +1,969 +2%
O
557
Ossiam
France
$112K 85 -45 -35%
CTA
558
Colonial Trust Advisors
South Carolina
$112K 85 +85 New
CCM
559
Cribstone Capital Management
Maine
$105K 80 – –
TWM
560
Tradition Wealth Management
Minnesota
$97K 74 – –
JEST
561
JTC Employer Solutions Trustee
Jersey
$92K 70 – –
RDFA
562
Ritter Daniher Financial Advisory
Ohio
$90.9K 69 +69 New
MFG
563
Mendota Financial Group
Wisconsin
$88.3K 67 +67 New
T
564
TOBAM
France
$88K 67 – –
PCM
565
Penserra Capital Management
California
$86K 66 +3 +5%
N
566
Natixis
France
$83K 63 +63 New
BFEC
567
Benjamin F. Edwards & Company
Missouri
$82K 62 +5 +9%
GWS
568
Glassman Wealth Services
Virginia
$81.7K 62 -1 -2%
CT
569
Colonial Trust
South Carolina
$81.7K 62 +62 New
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$80K 61 -13 -18%
CA
571
Crewe Advisors
Utah
$79K 60 -92 -61%
HI
572
Harbour Investments
Wisconsin
$76.4K 58 – –
TWC
573
TD Waterhouse Canada
Ontario, Canada
$75.4K 57 +5 +10%
CAL
574
Capital Analysts LLC
Pennsylvania
$75K 57 – –
SWM
575
Spire Wealth Management
Virginia
$74K 56 -1 -2%
21 22
23
24 25